401k Plan data: KLEIN'S DELI PROFIT SHARING PLAN plan

KLEIN'S DELI PROFIT SHARING PLAN 401k Plan overview

Plan Name	KLEIN'S DELI PROFIT SHARING PLAN
Plan identification number	001

KLEIN'S DELI PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J. AVERY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. AVERY ENTERPRISES, INC.

Employer identification number (EIN): 943160364

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Additional information about J. AVERY ENTERPRISES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1992-06-19

Company Identification Number: C1523934

Legal Registered Office Address: 337 Missouri St

San Francisco
United States of America (USA)
94107

More information about J. AVERY ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEIN'S DELI PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 AVERY MCGINN
001 2016-01-01
001 2015-01-01 AVERY MCGINN
001 2014-01-01 AVERY MCGINN
001 2013-01-01 AVERY MCGINN
001 2012-01-01 AVERY MCGINN
001 2011-01-01 AVERY MCGINN
001 2009-01-01 AVERY MCGINN AVERY MCGINN 2010-05-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	AVERY MCGINN
001	2016-01-01
001	2015-01-01	AVERY MCGINN
001	2014-01-01	AVERY MCGINN
001	2013-01-01	AVERY MCGINN
001	2012-01-01	AVERY MCGINN
001	2011-01-01	AVERY MCGINN
001	2009-01-01	AVERY MCGINN	AVERY MCGINN	2010-05-19

Financial Data on KLEIN'S DELI PROFIT SHARING PLAN

Measure	Date	Value
2016 : KLEIN'S DELI PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$15,510
Expenses. Total of all expenses incurred	2016-12-31	$1,214,358
Benefits paid (including direct rollovers)	2016-12-31	$1,214,236
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$1,198,848
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$15,510
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-1,198,848
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,198,848
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : KLEIN'S DELI PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$50,746
Expenses. Total of all expenses incurred	2015-12-31	$11,539
Benefits paid (including direct rollovers)	2015-12-31	$3,455
Total plan assets at end of year	2015-12-31	$1,198,848
Total plan assets at beginning of year	2015-12-31	$1,159,641
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-49,446
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$39,207
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,198,848
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,159,641
Total contributions received or receivable from employer(s)	2015-12-31	$100,192
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KLEIN'S DELI PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$72,743
Expenses. Total of all expenses incurred	2014-12-31	$67,407
Benefits paid (including direct rollovers)	2014-12-31	$58,119
Total plan assets at end of year	2014-12-31	$1,159,641
Total plan assets at beginning of year	2014-12-31	$1,154,305
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$30,589
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$5,336
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,159,641
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,154,305
Total contributions received or receivable from employer(s)	2014-12-31	$42,154
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KLEIN'S DELI PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$139,662
Expenses. Total of all expenses incurred	2013-12-31	$29,071
Benefits paid (including direct rollovers)	2013-12-31	$20,431
Total plan assets at end of year	2013-12-31	$1,154,305
Total plan assets at beginning of year	2013-12-31	$1,043,714
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$99,667
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$110,591
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,154,305
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,043,714
Total contributions received or receivable from employer(s)	2013-12-31	$39,995
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,640
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KLEIN'S DELI PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$228,833
Expenses. Total of all expenses incurred	2012-12-31	$54,495
Benefits paid (including direct rollovers)	2012-12-31	$49,533
Total plan assets at end of year	2012-12-31	$1,043,714
Total plan assets at beginning of year	2012-12-31	$869,376
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$73,357
Other income received	2012-12-31	$122,720
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$174,338
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,043,714
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$869,376
Total contributions received or receivable from employer(s)	2012-12-31	$32,756
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KLEIN'S DELI PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-10,842
Expenses. Total of all expenses incurred	2011-12-31	$8,455
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$869,376
Total plan assets at beginning of year	2011-12-31	$888,673
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-10,842
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-19,297
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$869,376
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$888,673
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KLEIN'S DELI PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$131,265
Expenses. Total of all expenses incurred	2010-12-31	$8,554
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$888,673
Total plan assets at beginning of year	2010-12-31	$765,962
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$72,727
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$122,711
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$888,673
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$765,962
Total contributions received or receivable from employer(s)	2010-12-31	$58,538
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,554

Form 5500 Responses for KLEIN'S DELI PROFIT SHARING PLAN

2016: KLEIN'S DELI PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KLEIN'S DELI PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KLEIN'S DELI PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KLEIN'S DELI PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KLEIN'S DELI PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KLEIN'S DELI PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KLEIN'S DELI PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. AVERY ENTERPRISES, INC.
Employer identification number (EIN):	943160364
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1992-06-19
Company Identification Number:	C1523934
Legal Registered Office Address:	337 Missouri St San Francisco United States of America (USA) 94107