401k Plan data: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST plan

THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST
Plan identification number	001

THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

THE JAMESON GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE JAMESON GROUP, LLC

Employer identification number (EIN): 464295839

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about THE JAMESON GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-01-30

Company Identification Number: 0802146886

Legal Registered Office Address: 274 BALMORAL WAY

COLORADO SPGS
United States of America (USA)
80906

More information about THE JAMESON GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JESS B. WEBBER
001 2015-01-01 JESS B. WEBBER
001 2014-01-01 JOHN H. JAMESON

Plan Statistics for THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST

Measure Date Value
2017: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 24
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	24
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$335,612
Expenses. Total of all expenses incurred	2017-12-31	$32,488
Benefits paid (including direct rollovers)	2017-12-31	$20,906
Total plan assets at end of year	2017-12-31	$1,957,125
Total plan assets at beginning of year	2017-12-31	$1,654,001
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$101,242
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$178,058
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$303,124
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,957,125
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,654,001
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$56,312
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,582
2016 : THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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	$239,382
Expenses. Total of all expenses incurred	2016-12-31	$90,369
Benefits paid (including direct rollovers)	2016-12-31	$76,573
Total plan assets at end of year	2016-12-31	$1,654,001
Total plan assets at beginning of year	2016-12-31	$1,504,988
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$85,685
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	$106,130
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$149,013
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,654,001
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,504,988
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,359
Total contributions received or receivable from employer(s)	2016-12-31	$47,567
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	$13,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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	$-16,976
Expenses. Total of all expenses incurred	2015-12-31	$227,002
Benefits paid (including direct rollovers)	2015-12-31	$210,455
Total plan assets at end of year	2015-12-31	$1,504,988
Total plan assets at beginning of year	2015-12-31	$1,748,966
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$54,397
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	$-108,605
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-243,978
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,504,988
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,748,966
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$30,856
Total contributions received or receivable from employer(s)	2015-12-31	$37,232
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	$16,547
2014 : THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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	$178,057
Expenses. Total of all expenses incurred	2014-12-31	$1,572,139
Benefits paid (including direct rollovers)	2014-12-31	$1,551,799
Total plan assets at end of year	2014-12-31	$1,748,966
Total plan assets at beginning of year	2014-12-31	$3,143,048
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$75,769
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	$56,310
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-1,394,082
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,748,966
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,143,048
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$110,509
Total contributions received or receivable from employer(s)	2014-12-31	$45,978
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	$20,340

Form 5500 Responses for THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST

2017: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
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: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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: THE JAMESON GROUP, LLC RETIREMENT PLAN & TRUST 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

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Company Name:	THE JAMESON GROUP, LLC
Employer identification number (EIN):	464295839
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-01-30
Company Identification Number:	0802146886
Legal Registered Office Address:	274 BALMORAL WAY COLORADO SPGS United States of America (USA) 80906

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JESS B. WEBBER
001	2015-01-01	JESS B. WEBBER
001	2014-01-01	JOHN H. JAMESON