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Form 5500-EZ Annual Return of One-Participant OMB No. 1545-0956
2a Is the employer also the plan administrator?X Yes No (If “No,” see instructions.) 2c Date plan first became effective
2b (i) Name of plan © J & J Repair Service Pension Plan Month 01 Day 01 Year 87
2d Enter three-digit
(ii) Check if name of plan has changed since last return plan number © 0 0 1
3 Type of plan: a Defined benefit pension plan (attach Schedule B (Form 5500)) b X Money purchase plan (see instructions)
c Profit-sharing plan d Stock bonus plan e ESOP plan (attach Schedule E (Form 5500))
4a If this is a master/prototype, or regional prototype plan, enter the opinion/notification letter number
b Check if this plan covers: (i) X Self-employed individuals, (ii) Partner(s) in a partnership, or (iii) 100% owner of corporation
5a Enter the number of qualified pension benefit plans maintained by the employer (including this plan) © 1
LE
b Check here if you have more than one plan and the total assets of all plans are more than $100,000 (see instructions) ©
P
a Under age 591⁄2 at the end of the plan year 6a 2
b Age 591⁄2 or older at the end of the plan year, but under age 701⁄2 at the beginning of the plan year 6b 0
c Age 701⁄2 or older at the beginning of the plan year
M 6c 0
SA
7a (i) Is this a fully insured pension plan which is funded entirely by insurance or annuity contracts? © Yes X No
If “Yes,” complete lines 7a(ii) through 7f and skip lines 7g through 9d.
under a with no
(ii) If 7a(i) is “Yes,” are the insurance contracts held: © trust trust
b Cash contributions received by the plan for this plan year 7b 20,000
c Noncash contributions received by the plan for this plan year 7c 0
d Total plan distributions to participants or beneficiaries 7d 0
e Total nontaxable plan distributions to participants or beneficiaries 7e 0
f Transfers to other plans 7f 0
g Amounts received by the plan other than from contributions 7g 10,000
h Plan expenses other than distributions 7h 100
8a Total plan assets at the end of the year 8a 108,490
b Total plan liabilities at the end of the year 8b 0
9 Check “Yes” and enter amount involved if any of the following transactions took place between the plan
Yes No Amount
and a disqualified person during this plan year. Otherwise, check “No.”
a Sale, exchange, or lease of property 9a X
b Payment by the plan for services 9b X
c Acquisition or holding of employer securities 9c X
d Loan or extension of credit 9d X
If 10a is “No,” do not complete line 10b and line 10c. See the specific instructions for line 10b and line 10c. Yes No
10a Does your business have any employees other than you and your spouse (and your partners and their spouses)? © 10a X
b Total number of employees (including you and your spouse and your partners and their spouses) ©
c Does this plan meet the coverage requirements of Code section 410(b)? © 10c
11a Did the plan distribute any annuity contracts this plan year? © 11a X
b During this plan year, did the plan make distributions to a married participant in a form other than a qualified joint and
survivor annuity or were any distributions on account of the death of a married participant made to beneficiaries other
than the spouse of that participant? © 11b X
c During this plan year, did the plan make loans to married participants? © 11c X
Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return, including accompanying schedules and statements,
and to the best of my knowledge and belief, it is true, correct, and complete.
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Code
Codes for Principal Business Activity Electrical and electronic machinery, equipment, and
and Principal Product or Service supplies:
3630 Household appliances.
These industry titles and definitions are based, in general, on the Enterprise Standard Industrial 3665 Radio, television, and communication
Classification System authorized by the Regulatory and Statistical Analysis Division, Office of equipment.
Information and Regulatory Affairs, Office of Management and Budget, to classify enterprises by type 3670 Electronic components and accessories.
of activity in which they are engaged. 3698 Other electric equipment.
Transportation equipment:
Code Code
3710 Motor vehicles and equipment.
AGRICULTURE, FORESTRY, AND FISHING Lumber and wood products:
3725 Aircraft, guided missiles, and parts.
0120 Field crop. 2415 Logging camps and logging contractors, 3730 Ship and boat building and repairing.
0150 Fruit, tree nut, and vegetable. sawmills, and planing mills. 3798 Other transportation equipment.
0180 Horticultural specialty. 2430 Millwork, plywood, and related products.
0230 Livestock. 2498 Other wood products, including wood Measuring and controlling instruments; photographic
0270 Animal specialty. buildings and mobile homes. and medical goods, watches and clocks:
Agricultural services and forestry: 2500 Furniture and fixtures.
Paper and allied products: 3815 Scientific instruments and measuring devices;
0740 Veterinary services. watches, and clocks.
0750 Animal services, except veterinary. 2625 Pulp, paper, and board mills. 3845 Optical, medical, and ophthalmic goods.
0780 Landscape and horticultural services. 2699 Other paper products. 3860 Photographic equipment and supplies.
0790 Other agricultural services. 3998 Other manufacturing products.
0800 Forestry. Printing, publishing, and allied industries:
Farms: 2710 Newspapers. TRANSPORTATION, COMMUNICATION,
2720 Periodicals. ELECTRIC, GAS, SANITARY SERVICES
Fishing, hunting, and trapping: 2735 Books, greeting cards, and miscellaneous Transportation:
0930 Commercial fishing, hatcheries, and preserves. publishing.
2799 Commercial and other printing, and printing 4000 Railroad transportation.
0970 Hunting, trapping, and game propagation.
trade services. Local and interurban passenger transit:
MINING Chemical and allied products: 4121 Taxicabs.
Metal mining: 2815 Industrial chemicals, plastics materials, and 4189 Other passenger transportation.
1010 Iron ores. synthetics. Trucking and warehousing:
1070 Copper, lead and zinc, gold and silver ores. 2830 Drugs.
1098 Other metal mining. 2840 Soap, cleaners, and toilet goods. 4210 Trucking, local and long distance.
1150 Coal mining. 2850 Paints and allied products. 4289 Public warehousing and trucking terminals.
2898 Agricultural and other chemical products.
Oil and gas extraction: Other transportation including transportation
Petroleum refining and related industries (including services:
1330 Crude petroleum, natural gas, and natural gas those integrated with extraction):
liquids. 4400 Water transportation.
1380 Oil and gas field services. 2910 Petroleum refining (including those integrated 4500 Transportation by air.
with extraction). 4600 Pipelines, except natural gas.
Nonmetallic minerals (except fuels) mining: 2998 Other petroleum and coal products. 4722 Passenger transportation arrangement.
1430 Dimension, crushed and broken stone; sand 4723 Freight transportation arrangement.
Rubber and misc. plastic products: 4799 Other transportation services.
and gravel.
1498 Other nonmetallic minerals, except fuels. 3050 Rubber products, plastic footwear, hose, and Communication:
belting.
CONSTRUCTION 3070 Miscellaneous plastic products. 4825 Telephone, telegraph, and other
communication services.
General building contractors and operative builders: Leather and leather products: 4830 Radio and television broadcasting.
1510 General building contractors. 3140 Footwear, except rubber. Electric, gas, and sanitary services:
1531 Operative builders. 3198 Other leather and leather products.
4910 Electric services.
Heavy construction contractors: Stone, clay, glass, and concrete products: 4920 Gas production and distribution.
1611 Highway and street construction. 3225 Glass products. 4930 Combination utility services.
1620 Heavy construction, except highway. 3240 Cement, hydraulic. 4990 Water supply and other sanitary services.
3270 Concrete, gypsum, and plaster products.
Special trade contractors: 3298 Other nonmetallic mineral products. WHOLESALE TRADE
1711 Plumbing, heating, and air conditioning. Primary metal industries: Durable:
1721 Painting, paperhanging, and decorating.
1731 Electrical work. 3370 Ferrous metal industries; miscellaneous 5010 Motor vehicles and automotive equipment.
1740 Masonry, stonework, and plastering. primary metal products. 5020 Furniture and home furnishings.
1750 Carpentering and flooring. 3380 Nonferrous metal industries. 5030 Lumber and construction materials.
1761 Roofing and sheet metal work. 5040 Sporting, recreational, photographic, and
Fabricated metal products, except machinery and hobby goods, toys, and supplies.
1771 Concrete work.
transportation equipment: 5050 Metals and minerals, except petroleum and
1781 Water well drilling.
1790 Miscellaneous special trade contractors. scrap.
3410 Metal cans and shipping containers.
5060 Electrical goods.
3428 Cutlery, hand tools, and hardware; screw
5070 Hardware, plumbing, and heating equipment.
MANUFACTURING machine products, bolts, and similar products.
5083 Farm machinery and equipment.
Food and kindred products: 3430 Plumbing and heating, except electric and
5089 Other machinery, equipment, and supplies.
warm air.
2010 Meat products. 5098 Other durable goods.
3440 Fabricated structural metal products.
2020 Dairy products. 3460 Metal forgings and stampings. Nondurable:
2030 Preserved fruits and vegetables. 3470 Coating, engraving, and allied services.
2040 Grain mill products. 3480 Ordnance and accessories, except vehicles 5110 Paper and paper products.
2050 Bakery products. and guided missiles. 5129 Drugs, drug proprietaries, and druggists’
2060 Sugar and confectionary products. 3490 Miscellaneous fabricated metal products. sundries.
2081 Malt liquors and malt. 5130 Apparel, piece goods, and notions.
2088 Alcoholic beverages, except malt liquors and Machinery, except electrical: 5140 Groceries and related products, except meats
malt. and meat products.
3520 Farm machinery.
2089 Bottled soft drinks and flavorings. 5147 Meats and meat products.
3530 Construction, mining and materials handling
2096 Other food and kindred products. 5150 Farm product raw materials.
machinery, and equipment.
2100 Tobacco manufacturers. 5160 Chemicals and allied products.
3540 Metalworking machinery.
5170 Petroleum and petroleum products.
Textile mill products: 3550 Special industry machinery, except
5180 Alcoholic beverages.
metalworking machinery.
2228 Weaving mills and textile finishing. 5190 Miscellaneous nondurable goods.
3560 General industrial machinery.
2250 Knitting mills. 3570 Office, computing, and accounting machines.
2298 Other textile mill products. 3598 Engines and turbines, service industry
Apparel and other textile products: machinery, and other machinery, except
electrical.
2315 Men’s and boys’ clothing.
2345 Women’s and children’s clothing.
2388 Hats, caps, millinery, fur goods, and other
apparel and accessories.
2390 Misc. fabricated textile products.
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Code Code Code
RETAIL TRADE FINANCE, INSURANCE, AND REAL ESTATE Automotive repair and services:
Building materials hardware, garden supply, and Banking: 7510 Automotive rentals and leasing, without
mobile home dealers: drivers.
6030 Mutual savings banks.
5211 Lumber and other building materials dealers. 6060 Banking holding companies. 7520 Automobile parking.
5231 Paint, glass, and wallpaper stores. 6090 Banks, except mutual savings banks and 7531 Automobile top and body repair shops.
5251 Hardware stores. bank holding companies. 7538 General automobile repair shops.
5261 Retail nurseries and garden stores. 7539 Other automobile repair shops.
5271 Mobile home dealers. Credit agencies other than banks: 7540 Automobile services, except repair.
General merchandise: 6120 Savings and loan associations. Miscellaneous repair services:
6140 Personal credit institutions.
5331 Variety stores. 6150 Business credit institutions. 7622 Radio and TV repair shops.
5398 Other general merchandise stores. 6199 Other credit agencies. 7628 Electrical repair shops, except radio and TV.
7641 Reupholstery and furniture repair.
Food stores: Security, commodity brokers, dealers, exchanges, 7680 Other miscellaneous repair shops.
and services:
5411 Grocery stores. Motion pictures:
5420 Meat and fish markets and freezer 6212 Security underwriting syndicates.
provisioners. 6218 Security brokers and dealers, except 7812 Motion picture production, distribution, and
5431 Fruit stores and vegetable markets. underwriting syndicates. services.
5441 Candy, nut, and confectionary stores. 6299 Commodity contracts brokers and dealers; 7830 Motion picture theaters.
5451 Dairy products stores. security and commodity exchanges; Amusement and recreation services:
5460 Retail bakeries. and allied services.
5490 Other food stores. 7920 Producers, orchestras, and entertainers.
Insurance: 7932 Billiard and pool establishments.
Automotive dealers and service stations: 7933 Bowling alleys.
6355 Life insurance.
5511 New car dealers (franchised). 6356 Mutual insurance, except life or marine and 7980 Other amusement and recreation services.
5521 Used car dealers. certain fire or flood insurance companies. Medical and health services:
5531 Auto and home supply stores. 6359 Other insurance companies.
5541 Gasoline service stations. 6411 Insurance agents, brokers, and services. 8011 Offices of physicians.
5551 Boat dealers. 8021 Offices of dentists.
5561 Recreational vehicle dealers. Real estate: 8031 Offices of osteopathic physicians.
5571 Motorcycle dealers. 6511 Real estate operators (except developers) 8041 Offices of chiropractors.
5599 Aircraft and other automotive dealers. and lessors of buildings. 8042 Offices of optometrists.
6516 Lessors of mining, oil, and similar property. 8048 Registered and practical nurses.
Apparel and accessory stores: 8050 Nursing and personal care facilities.
6518 Lessors of railroad property and other real
5611 Men’s and boys’ clothing and furnishings. property. 8060 Hospitals.
5621 Women’s ready-to-wear stores. 6531 Real estate agents, brokers, and managers. 8071 Medical laboratories.
5631 Women’s accessory and specialty stores. 6541 Title abstract offices. 8072 Dental laboratories.
5641 Children’s and infants’ wear stores. 6552 Subdividers and developers, except 8098 Other medical and health services.
5651 Family clothing stores. cemeteries. Other services:
5661 Shoe stores. 6553 Cemetery subdividers and developers.
5681 Furriers and fur shops. 6599 Other real estate. 8111 Legal services.
5699 Other apparel and accessory stores. 6611 Combined real estate, insurance, loans, and 8200 Educational services.
law offices. 8911 Engineering and architectural services.
Furniture, home furnishings, and equipment stores: 8932 Certified public accountants.
Holding and other investment companies: 8933 Other accounting, auditing, and
5712 Furniture stores.
5713 Floor covering stores. 6742 Regulated investment companies. bookkeeping services.
5714 Drapery, curtain, and upholstery stores. 6743 Real estate investment trusts. 8999 Other services, not elsewhere classified.
5719 Home furnishings, except appliances. 6744 Small business investment companies.
5722 Household appliance stores. 6749 Holding and other investment companies, TAX-EXEMPT ORGANIZATIONS
5732 Radio and television stores. except bank holding companies. 9002 Church plans making an election under
5733 Music stores. section 410(d) of the Internal
Eating and drinking places: SERVICES Revenue Code.
Hotels and other lodging places: 9319 Other tax-exempt organizations.
5812 Eating places. 9904 Governmental instrumentality or agency.
5813 Drinking places. 7012 Hotels.
7013 Motels, motor hotels, and tourist courts.
Miscellaneous retail stores: 7021 Rooming and boarding houses.
5912 Drug stores and proprietary stores. 7032 Sporting and recreational camps.
5921 Liquor stores. 7033 Trailer parks and camp sites.
5931 Used merchandise stores. 7041 Organizational hotels and lodging houses
5941 Sporting goods stores and bicycle shops. on a membership basis.
5942 Book stores. Personal services:
5943 Stationery stores.
5944 Jewelry stores. 7215 Coin-operated laundries and dry cleaning.
5945 Hobby, toy, and game shops. 7219 Other laundry, cleaning, and garment services.
5946 Camera and photographic supply stores. 7221 Photographic studios, portrait.
5947 Gift, novelty, and souvenir shops. 7231 Beauty shops.
5948 Luggage and leather goods stores. 7241 Barber shops.
5949 Sewing, needlework, and piece goods stores. 7251 Shoe repair and hat cleaning shops.
5961 Mail order houses. 7261 Funeral services and crematories.
5962 Merchandising machine operators. 7299 Miscellaneous personal services.
5963 Direct selling organizations. Business services:
5982 Fuel and ice dealers (except fuel oil and
bottle gas dealers). 7310 Advertising.
5983 Fuel oil dealers. 7340 Services to buildings.
5984 Liquefied petroleum gas (bottled gas). 7370 Computer and data processing services.
5992 Florists. 7392 Management, consulting, and public
5993 Cigar stores and stands. relations services.
5994 News dealers and newsstands. 7394 Equipment rental and leasing.
5996 Other miscellaneous retail stores. 7398 Other business services.
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