401k Plan data: H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST plan

H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

H STEPHEN JONES ASSOCIATES I has sponsored the creation of one or more 401k plans.

Company Name: H STEPHEN JONES ASSOCIATES I

Employer identification number (EIN): 593668306

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01 MATTHEW JONES 2016-07-13
001 2014-01-01 MATTHEW JONES 2015-07-29
001 2013-01-01 MATTHEW JONES 2014-06-27
001 2012-01-01 H STEPHEN JONES ASSOCIATES I 2013-07-09
001 2011-01-01 MATTHEW JONES 2012-07-27
001 2009-01-01 MATTHEW JONES
001 2009-01-01 MATTHEW JONES MATTHEW JONES 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01	MATTHEW JONES	2016-07-13
001	2014-01-01	MATTHEW JONES	2015-07-29
001	2013-01-01	MATTHEW JONES	2014-06-27
001	2012-01-01	H STEPHEN JONES ASSOCIATES I	2013-07-09
001	2011-01-01	MATTHEW JONES	2012-07-27
001	2009-01-01	MATTHEW JONES
001	2009-01-01	MATTHEW JONES		MATTHEW JONES	2010-10-14

Plan Statistics for H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2009: H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2010 : H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST 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	$4,146
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$21,012
Total plan assets at beginning of year	2010-12-31	$16,866
Value of fidelity bond covering the plan	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$3,168
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	$978
Net income (gross income less expenses)	2010-12-31	$4,146
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$21,012
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$16,866
Assets. Value of participant loans	2010-12-31	$6,608
Total contributions received or receivable from employer(s)	2010-12-31	$0
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	$0

Form 5500 Responses for H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST

2009: H STEPHEN JONES ASSOCIATES I 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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:	H STEPHEN JONES ASSOCIATES I
Employer identification number (EIN):	593668306
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services