Plan Name | T R JONES & COMPANY EMPLOYEES PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | T R JONES & COMPANY |
Employer identification number (EIN): | 592174673 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2008-01-01 | LESLEY DRESCH | LESLEY DRESCH | 2012-04-03 |
Measure | Date | Value |
---|---|---|
2008: T R JONES & COMPANY EMPLOYEES PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 0 |
Number of participants with account balances | 2008-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : T R JONES & COMPANY EMPLOYEES PROFIT SHARING PLAN 2008 401k financial data | ||
Transfers to/from the plan | 2008-12-31 | $-3,203,274 |
Total plan liabilities at beginning of year | 2008-12-31 | $20,465 |
Total income from all sources | 2008-12-31 | $-244,876 |
Expenses. Total of all expenses incurred | 2008-12-31 | $217,700 |
Benefits paid (including direct rollovers) | 2008-12-31 | $217,375 |
Total plan assets at end of year | 2008-12-31 | $0 |
Total plan assets at beginning of year | 2008-12-31 | $3,686,315 |
Value of fidelity bond covering the plan | 2008-12-31 | $350,000 |
Total contributions received or receivable from participants | 2008-12-31 | $43,017 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $325 |
Other income received | 2008-12-31 | $-303,725 |
Net income (gross income less expenses) | 2008-12-31 | $-462,576 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $3,665,850 |
Assets. Value of participant loans | 2008-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $15,832 |
2008: T R JONES & COMPANY EMPLOYEES PROFIT SHARING PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | Yes |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |