401k Plan data: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN plan

JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 401k Plan overview

Plan Name	JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN
Plan identification number	002

JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN G. JEFFERIES has sponsored the creation of one or more 401k plans.

Company Name: JOHN G. JEFFERIES

Employer identification number (EIN): 751711890

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 JOHN G. JEFFERIES JOHN G. JEFFERIES 2019-07-16
002 2017-01-01 JOHN G. JEFFERIES JOHN G. JEFFERIES 2018-07-25
002 2016-01-01 JOHN G. JEFFERIES JOHN G. JEFFERIES 2017-07-18
002 2015-01-01 JOHN G. JEFFERIES JOHN G. JEFFERIES 2016-07-25
002 2014-01-01 JOHN G. JEFFERIES JOHN G. JEFFERIES 2015-07-29
002 2013-01-01 JOHN G. JEFFERIES
002 2012-01-01 JOHN G. JEFFERIES
002 2011-01-01 JOHN G JEFFERIES
002 2009-01-01 JOHN G JEFFERIES
002 2009-01-01 JOHN G JEFFERIES
002 2009-01-01 JOHN G JEFFERIES
002 2009-01-01 JOHN G JEFFERIES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	JOHN G. JEFFERIES	JOHN G. JEFFERIES	2019-07-16
002	2017-01-01	JOHN G. JEFFERIES	JOHN G. JEFFERIES	2018-07-25
002	2016-01-01	JOHN G. JEFFERIES	JOHN G. JEFFERIES	2017-07-18
002	2015-01-01	JOHN G. JEFFERIES	JOHN G. JEFFERIES	2016-07-25
002	2014-01-01	JOHN G. JEFFERIES	JOHN G. JEFFERIES	2015-07-29
002	2013-01-01	JOHN G. JEFFERIES
002	2012-01-01	JOHN G. JEFFERIES
002	2011-01-01	JOHN G JEFFERIES
002	2009-01-01	JOHN G JEFFERIES
002	2009-01-01	JOHN G JEFFERIES
002	2009-01-01	JOHN G JEFFERIES
002	2009-01-01	JOHN G JEFFERIES

Plan Statistics for JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN

401k plan membership statisitcs for JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN

Measure Date Value
2023: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 3
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 3
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 3
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2023: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	3
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	3
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	3
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN

Measure	Date	Value
2023 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,247
Expenses. Total of all expenses incurred	2023-12-31	$29,842
Benefits paid (including direct rollovers)	2023-12-31	$29,731
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$28,595
Expenses. Other expenses not covered elsewhere	2023-12-31	$111
Other income received	2023-12-31	$1,247
Net income (gross income less expenses)	2023-12-31	$-28,595
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$28,595
2022 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-4,010
Total plan assets at end of year	2022-12-31	$28,595
Total plan assets at beginning of year	2022-12-31	$32,605
Other income received	2022-12-31	$-4,010
Net income (gross income less expenses)	2022-12-31	$-4,010
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$28,595
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$32,605
2021 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,015
Expenses. Total of all expenses incurred	2021-12-31	$50
Total plan assets at end of year	2021-12-31	$32,605
Total plan assets at beginning of year	2021-12-31	$29,640
Other income received	2021-12-31	$3,015
Net income (gross income less expenses)	2021-12-31	$2,965
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$32,605
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$29,640
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$50
2020 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,086
Total plan assets at end of year	2020-12-31	$29,640
Total plan assets at beginning of year	2020-12-31	$28,554
Other income received	2020-12-31	$1,086
Net income (gross income less expenses)	2020-12-31	$1,086
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$29,640
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$28,554
2019 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,078
Total plan assets at end of year	2019-12-31	$28,554
Total plan assets at beginning of year	2019-12-31	$26,476
Other income received	2019-12-31	$2,078
Net income (gross income less expenses)	2019-12-31	$2,078
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$28,554
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$26,476
2018 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-668
Total plan assets at end of year	2018-12-31	$26,476
Total plan assets at beginning of year	2018-12-31	$27,144
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-668
Net income (gross income less expenses)	2018-12-31	$-668
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$26,476
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$27,144
2017 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,506
Total plan assets at end of year	2017-12-31	$27,144
Total plan assets at beginning of year	2017-12-31	$25,638
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$1,506
Net income (gross income less expenses)	2017-12-31	$1,506
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$27,144
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$25,638
2016 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-7,359
Expenses. Total of all expenses incurred	2016-12-31	$5,065
Benefits paid (including direct rollovers)	2016-12-31	$5,065
Total plan assets at end of year	2016-12-31	$25,638
Total plan assets at beginning of year	2016-12-31	$38,062
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$-7,359
Net income (gross income less expenses)	2016-12-31	$-12,424
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$25,638
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$38,062
2015 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-21,403
Expenses. Total of all expenses incurred	2015-12-31	$19,253
Benefits paid (including direct rollovers)	2015-12-31	$19,228
Total plan assets at end of year	2015-12-31	$38,062
Total plan assets at beginning of year	2015-12-31	$78,718
Value of fidelity bond covering the plan	2015-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$25
Other income received	2015-12-31	$-21,403
Net income (gross income less expenses)	2015-12-31	$-40,656
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$38,062
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$78,718
2014 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-135,446
Total plan assets at end of year	2014-12-31	$78,718
Total plan assets at beginning of year	2014-12-31	$214,164
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$-135,446
Net income (gross income less expenses)	2014-12-31	$-135,446
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$78,718
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$214,164
2013 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-77,837
Total plan assets at end of year	2013-12-31	$214,164
Total plan assets at beginning of year	2013-12-31	$292,001
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$-77,837
Net income (gross income less expenses)	2013-12-31	$-77,837
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$214,164
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$292,001
2012 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-95,626
Total plan assets at end of year	2012-12-31	$292,001
Total plan assets at beginning of year	2012-12-31	$387,627
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$-95,626
Net income (gross income less expenses)	2012-12-31	$-95,626
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$292,001
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$387,627
2011 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-104,923
Total plan assets at end of year	2011-12-31	$387,627
Total plan assets at beginning of year	2011-12-31	$492,550
Value of fidelity bond covering the plan	2011-12-31	$150,000
Other income received	2011-12-31	$-104,923
Net income (gross income less expenses)	2011-12-31	$-104,923
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$387,627
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$492,550
2010 : JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$97,882
Total plan assets at end of year	2010-12-31	$492,550
Total plan assets at beginning of year	2010-12-31	$394,668
Value of fidelity bond covering the plan	2010-12-31	$150,000
Other income received	2010-12-31	$97,882
Net income (gross income less expenses)	2010-12-31	$97,882
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$492,550
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$394,668

Form 5500 Responses for JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN

2023: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN G. JEFFERIES PROFIT-SHARING KEOGH PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN G. JEFFERIES
Employer identification number (EIN):	751711890
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists