401k Plan data: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN plan

SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 401k Plan overview

Plan Name	SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN
Plan identification number	001

SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

SPARKS, NELSON & JACOBSON, CPAS has sponsored the creation of one or more 401k plans.

Company Name: SPARKS, NELSON & JACOBSON, CPAS

Employer identification number (EIN): 330590234

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JOHN S. NELSON JOHN S. NELSON 2019-05-20
001 2017-01-01 JOHN S. NELSON JOHN S. NELSON 2018-05-31
001 2016-01-01 JOHN S. NELSON JOHN S. NELSON 2017-04-14
001 2015-01-01 JOHN S. NELSON JOHN S. NELSON 2016-08-22
001 2014-01-01 JOHN S. NELSON JOHN S. NELSON 2015-06-08
001 2013-01-01 JOHN S. NELSON JOHN S. NELSON 2014-07-29
001 2012-01-01 JOHN S. NELSON JOHN S. NELSON 2013-07-09
001 2011-01-01 JOHN S NELSON JOHN S NELSON 2012-09-17
001 2009-01-01 JOHN S NELSON JOHN S NELSON 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JOHN S. NELSON	JOHN S. NELSON	2019-05-20
001	2017-01-01	JOHN S. NELSON	JOHN S. NELSON	2018-05-31
001	2016-01-01	JOHN S. NELSON	JOHN S. NELSON	2017-04-14
001	2015-01-01	JOHN S. NELSON	JOHN S. NELSON	2016-08-22
001	2014-01-01	JOHN S. NELSON	JOHN S. NELSON	2015-06-08
001	2013-01-01	JOHN S. NELSON	JOHN S. NELSON	2014-07-29
001	2012-01-01	JOHN S. NELSON	JOHN S. NELSON	2013-07-09
001	2011-01-01	JOHN S NELSON	JOHN S NELSON	2012-09-17
001	2009-01-01	JOHN S NELSON	JOHN S NELSON	2010-07-12

Plan Statistics for SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN

401k plan membership statisitcs for SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN

Measure Date Value
2018: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 1
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 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2018: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	1
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	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN

Measure	Date	Value
2018 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$7,518
Expenses. Total of all expenses incurred	2018-12-31	$683,044
Benefits paid (including direct rollovers)	2018-12-31	$678,543
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$675,526
Value of fidelity bond covering the plan	2018-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,501
Other income received	2018-12-31	$7,518
Net income (gross income less expenses)	2018-12-31	$-675,526
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$675,526
2017 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,809
Expenses. Total of all expenses incurred	2017-12-31	$13,977
Benefits paid (including direct rollovers)	2017-12-31	$8,000
Total plan assets at end of year	2017-12-31	$675,526
Total plan assets at beginning of year	2017-12-31	$589,694
Value of fidelity bond covering the plan	2017-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$5,977
Other income received	2017-12-31	$99,809
Net income (gross income less expenses)	2017-12-31	$85,832
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$675,526
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$589,694
2016 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$119,155
Expenses. Total of all expenses incurred	2016-12-31	$138,032
Benefits paid (including direct rollovers)	2016-12-31	$132,190
Total plan assets at end of year	2016-12-31	$589,694
Total plan assets at beginning of year	2016-12-31	$608,571
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$2,925
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,842
Other income received	2016-12-31	$115,585
Net income (gross income less expenses)	2016-12-31	$-18,877
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$589,694
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$608,571
Total contributions received or receivable from employer(s)	2016-12-31	$645
2015 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-25,624
Expenses. Total of all expenses incurred	2015-12-31	$11,607
Benefits paid (including direct rollovers)	2015-12-31	$5,000
Total plan assets at end of year	2015-12-31	$608,571
Total plan assets at beginning of year	2015-12-31	$645,802
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$13,040
Expenses. Other expenses not covered elsewhere	2015-12-31	$6,212
Other income received	2015-12-31	$-41,625
Net income (gross income less expenses)	2015-12-31	$-37,231
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$608,571
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$645,802
Total contributions received or receivable from employer(s)	2015-12-31	$2,961
Value of certain deemed distributions of participant loans	2015-12-31	$395
2014 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$104,217
Expenses. Total of all expenses incurred	2014-12-31	$176,267
Benefits paid (including direct rollovers)	2014-12-31	$167,000
Total plan assets at end of year	2014-12-31	$645,802
Total plan assets at beginning of year	2014-12-31	$717,852
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$13,040
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,059
Other income received	2014-12-31	$88,441
Net income (gross income less expenses)	2014-12-31	$-72,050
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$645,802
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$717,852
Assets. Value of participant loans	2014-12-31	$393
Total contributions received or receivable from employer(s)	2014-12-31	$2,736
Value of certain deemed distributions of participant loans	2014-12-31	$2,208
2013 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$180,559
Expenses. Total of all expenses incurred	2013-12-31	$25,407
Benefits paid (including direct rollovers)	2013-12-31	$17,000
Total plan assets at end of year	2013-12-31	$717,852
Total plan assets at beginning of year	2013-12-31	$562,700
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$16,040
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,199
Other income received	2013-12-31	$161,448
Net income (gross income less expenses)	2013-12-31	$155,152
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$717,852
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$562,700
Assets. Value of participant loans	2013-12-31	$2,537
Total contributions received or receivable from employer(s)	2013-12-31	$3,071
Value of certain deemed distributions of participant loans	2013-12-31	$2,208
2012 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$93,118
Expenses. Total of all expenses incurred	2012-12-31	$12,918
Benefits paid (including direct rollovers)	2012-12-31	$7,000
Total plan assets at end of year	2012-12-31	$562,700
Total plan assets at beginning of year	2012-12-31	$482,500
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$17,040
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,710
Other income received	2012-12-31	$72,947
Net income (gross income less expenses)	2012-12-31	$80,200
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$562,700
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$482,500
Assets. Value of participant loans	2012-12-31	$4,597
Total contributions received or receivable from employer(s)	2012-12-31	$3,131
Value of certain deemed distributions of participant loans	2012-12-31	$2,208
2011 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,003
Expenses. Total of all expenses incurred	2011-12-31	$17,771
Benefits paid (including direct rollovers)	2011-12-31	$11,365
Total plan assets at end of year	2011-12-31	$482,500
Total plan assets at beginning of year	2011-12-31	$467,268
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$16,165
Expenses. Other expenses not covered elsewhere	2011-12-31	$4,198
Other income received	2011-12-31	$13,934
Net income (gross income less expenses)	2011-12-31	$15,232
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$482,500
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$467,268
Assets. Value of participant loans	2011-12-31	$6,575
Total contributions received or receivable from employer(s)	2011-12-31	$2,904
Value of certain deemed distributions of participant loans	2011-12-31	$2,208
2010 : SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$70,953
Expenses. Total of all expenses incurred	2010-12-31	$10,926
Benefits paid (including direct rollovers)	2010-12-31	$5,000
Total plan assets at end of year	2010-12-31	$467,268
Total plan assets at beginning of year	2010-12-31	$407,241
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$16,040
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,086
Other income received	2010-12-31	$52,034
Net income (gross income less expenses)	2010-12-31	$60,027
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$467,268
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$407,241
Assets. Value of participant loans	2010-12-31	$8,474
Total contributions received or receivable from employer(s)	2010-12-31	$2,879
Value of certain deemed distributions of participant loans	2010-12-31	$1,840

Form 5500 Responses for SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN

2018: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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: SPARKS, NELSON & JACOBSON, CPAS EMPLOYEES SALARY SAVINGS 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:	SPARKS, NELSON & JACOBSON, CPAS
Employer identification number (EIN):	330590234
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants