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KLEIN'S DELI CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameKLEIN'S DELI CASH BALANCE PENSION PLAN
Plan identification number 002

KLEIN'S DELI CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

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 CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01AVERY MCGINN
0022015-01-01AVERY MCGINN
0022014-01-01AVERY MCGINN

Financial Data on KLEIN'S DELI CASH BALANCE PENSION PLAN

Measure Date Value
2016 : KLEIN'S DELI CASH BALANCE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-10-31$0
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$112,148
Expenses. Total of all expenses incurred2016-10-31$856,305
Benefits paid (including direct rollovers)2016-10-31$856,305
Total plan assets at end of year2016-10-31$0
Total plan assets at beginning of year2016-10-31$744,157
Value of fidelity bond covering the plan2016-10-31$50,000
Total contributions received or receivable from participants2016-10-31$0
Expenses. Other expenses not covered elsewhere2016-10-31$0
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$112,148
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$-744,157
Net plan assets at end of year (total assets less liabilities)2016-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$744,157
Total contributions received or receivable from employer(s)2016-10-31$0
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : KLEIN'S DELI CASH BALANCE PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$439,393
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$744,157
Total plan assets at beginning of year2015-12-31$304,764
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,423
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$439,393
Net plan assets at end of year (total assets less liabilities)2015-12-31$744,157
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$304,764
Total contributions received or receivable from employer(s)2015-12-31$444,816
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KLEIN'S DELI CASH BALANCE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$304,764
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$304,764
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$304,764
Net plan assets at end of year (total assets less liabilities)2014-12-31$304,764
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$304,764
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for KLEIN'S DELI CASH BALANCE PENSION PLAN

2016: KLEIN'S DELI CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KLEIN'S DELI CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KLEIN'S DELI CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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