401k Plan data: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BARKER-PHILLIPS-JACKSON, INC has sponsored the creation of one or more 401k plans.

Company Name: BARKER-PHILLIPS-JACKSON, INC

Employer identification number (EIN): 430907174

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

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 THOMAS MONTILEONE THOMAS MONTILEONE 2019-07-16
001 2017-01-01 TOM MONTILEONE TOM MONTILEONE 2018-07-13
001 2016-01-01 THOMAS MONTILEONE THOMAS MONTILEONE 2017-07-10
001 2015-01-01 THOMAS MONTILEONE THOMAS MONTILEONE 2016-05-13
001 2014-01-01 TOM MONTILEONE TOM MONTILEONE 2015-08-25
001 2013-01-01 TOM MONTILEONE TOM MONTILEONE 2014-10-13
001 2012-01-01 THOMAS A MONTILEONE
001 2011-01-01 THOMAS A MONTILEONE
001 2010-01-01 THOMAS A MONTILEONE
001 2009-01-01 THOMAS A MONTILEONE

Plan id#	Filing Submission Date	Name of Administrator	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	THOMAS MONTILEONE	THOMAS MONTILEONE	2019-07-16
001	2017-01-01	TOM MONTILEONE	TOM MONTILEONE	2018-07-13
001	2016-01-01	THOMAS MONTILEONE	THOMAS MONTILEONE	2017-07-10
001	2015-01-01	THOMAS MONTILEONE	THOMAS MONTILEONE	2016-05-13
001	2014-01-01	TOM MONTILEONE	TOM MONTILEONE	2015-08-25
001	2013-01-01	TOM MONTILEONE	TOM MONTILEONE	2014-10-13
001	2012-01-01	THOMAS A MONTILEONE
001	2011-01-01	THOMAS A MONTILEONE
001	2010-01-01	THOMAS A MONTILEONE
001	2009-01-01	THOMAS A MONTILEONE

Plan Statistics for BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 57
Number of retired or separated participants receiving benefits 2023-01-01 11
Number of other retired or separated participants entitled to future benefits 2023-01-01 9
Total of all active and inactive participants 2023-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 79
Number of participants with account balances 2023-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 52
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 74
Number of participants with account balances 2022-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 52
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 70
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 51
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 64
Number of participants with account balances 2020-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 52
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 61
Number of participants with account balances 2019-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 61
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 41
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 55
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 54
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 32
Number of retired or separated participants receiving benefits 2012-01-01 14
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 50
Number of participants with account balances 2012-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 36
Number of retired or separated participants receiving benefits 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
Number of retired or separated participants receiving benefits 2009-01-01 8
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 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	57
Number of retired or separated participants receiving benefits	2023-01-01	11
Number of other retired or separated participants entitled to future benefits	2023-01-01	9
Total of all active and inactive participants	2023-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	79
Number of participants with account balances	2023-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	52
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	74
Number of participants with account balances	2022-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	52
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	70
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	51
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	64
Number of participants with account balances	2020-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	52
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	61
Number of participants with account balances	2019-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	61
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	41
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	55
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	54
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	32
Number of retired or separated participants receiving benefits	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	50
Number of participants with account balances	2012-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	36
Number of retired or separated participants receiving benefits	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
Number of retired or separated participants receiving benefits	2009-01-01	8
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	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$13,995,673
Total plan liabilities at beginning of year	2023-12-31	$12,155,404
Total income from all sources	2023-12-31	$7,318,737
Expenses. Total of all expenses incurred	2023-12-31	$2,672,977
Benefits paid (including direct rollovers)	2023-12-31	$2,381,301
Total plan assets at end of year	2023-12-31	$42,660,758
Total plan assets at beginning of year	2023-12-31	$36,174,729
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$291,676
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$6,402,132
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$4,645,760
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$28,665,085
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$24,019,325
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$42,455,711
Total contributions received or receivable from employer(s)	2023-12-31	$916,605
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$12,155,404
Total plan liabilities at beginning of year	2022-12-31	$10,419,882
Total income from all sources	2022-12-31	$3,632,725
Expenses. Total of all expenses incurred	2022-12-31	$2,554,545
Benefits paid (including direct rollovers)	2022-12-31	$2,322,964
Total plan assets at end of year	2022-12-31	$36,174,729
Total plan assets at beginning of year	2022-12-31	$33,361,027
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$231,581
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$2,823,345
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$1,078,180
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$24,019,325
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$22,941,145
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$36,062,576
Total contributions received or receivable from employer(s)	2022-12-31	$809,380
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$10,419,882
Total plan liabilities at beginning of year	2021-12-31	$8,881,896
Total income from all sources	2021-12-31	$3,262,612
Expenses. Total of all expenses incurred	2021-12-31	$2,420,915
Benefits paid (including direct rollovers)	2021-12-31	$2,229,100
Total plan assets at end of year	2021-12-31	$33,361,027
Total plan assets at beginning of year	2021-12-31	$30,981,344
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$191,815
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,444,016
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$841,697
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$22,941,145
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$22,099,448
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$33,242,410
Total contributions received or receivable from employer(s)	2021-12-31	$818,596
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$8,881,896
Total plan liabilities at beginning of year	2020-12-31	$7,264,592
Total income from all sources	2020-12-31	$2,883,193
Expenses. Total of all expenses incurred	2020-12-31	$2,519,708
Benefits paid (including direct rollovers)	2020-12-31	$2,328,288
Total plan assets at end of year	2020-12-31	$30,981,344
Total plan assets at beginning of year	2020-12-31	$29,000,555
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$191,420
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,102,391
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$363,485
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$22,099,448
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$21,735,963
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$30,800,535
Total contributions received or receivable from employer(s)	2020-12-31	$780,802
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$7,264,592
Total plan liabilities at beginning of year	2019-12-31	$4,991,205
Total income from all sources	2019-12-31	$2,020,202
Expenses. Total of all expenses incurred	2019-12-31	$2,873,417
Benefits paid (including direct rollovers)	2019-12-31	$2,728,436
Total plan assets at end of year	2019-12-31	$29,000,555
Total plan assets at beginning of year	2019-12-31	$27,580,383
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$144,981
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,302,116
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-853,215
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$21,735,963
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$22,589,178
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$28,699,123
Total contributions received or receivable from employer(s)	2019-12-31	$718,086
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$4,991,205
Total plan liabilities at beginning of year	2018-12-31	$3,013,499
Total income from all sources	2018-12-31	$974,961
Expenses. Total of all expenses incurred	2018-12-31	$2,589,025
Benefits paid (including direct rollovers)	2018-12-31	$2,511,456
Total plan assets at end of year	2018-12-31	$27,580,383
Total plan assets at beginning of year	2018-12-31	$27,216,741
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$77,569
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$299,544
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,614,064
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$22,589,178
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$24,203,242
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2018-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$27,399,690
Total contributions received or receivable from employer(s)	2018-12-31	$675,417
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$3,013,499
Total plan liabilities at beginning of year	2017-12-31	$898,657
Total income from all sources	2017-12-31	$904,834
Expenses. Total of all expenses incurred	2017-12-31	$2,663,813
Benefits paid (including direct rollovers)	2017-12-31	$2,642,733
Total plan assets at end of year	2017-12-31	$27,216,741
Total plan assets at beginning of year	2017-12-31	$26,860,878
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$21,080
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$300,742
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-1,758,979
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$24,203,242
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$25,962,221
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2017-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$27,100,839
Total contributions received or receivable from employer(s)	2017-12-31	$604,092
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$2,640,960
2016 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$898,657
Total plan liabilities at beginning of year	2016-12-31	$290,692
Total income from all sources	2016-12-31	$5,062,906
Expenses. Total of all expenses incurred	2016-12-31	$2,412,240
Benefits paid (including direct rollovers)	2016-12-31	$2,404,216
Total plan assets at end of year	2016-12-31	$26,860,878
Total plan assets at beginning of year	2016-12-31	$23,602,247
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$8,024
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$4,519,314
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$2,650,666
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$25,962,221
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$23,311,555
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2016-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2016-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$26,800,097
Total contributions received or receivable from employer(s)	2016-12-31	$543,592
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$2,402,695
2015 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$290,692
Total plan liabilities at beginning of year	2015-12-31	$302,037
Total income from all sources	2015-12-31	$2,956,929
Expenses. Total of all expenses incurred	2015-12-31	$1,840,817
Benefits paid (including direct rollovers)	2015-12-31	$1,832,292
Total plan assets at end of year	2015-12-31	$23,602,247
Total plan assets at beginning of year	2015-12-31	$22,497,480
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$8,485
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$2,544,865
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$1,116,112
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$23,311,555
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$22,195,443
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2015-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$23,599,746
Total contributions received or receivable from employer(s)	2015-12-31	$412,064
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	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$1,832,292
2014 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$302,037
Total plan liabilities at beginning of year	2014-12-31	$85,070
Total income from all sources	2014-12-31	$2,905,585
Expenses. Total of all expenses incurred	2014-12-31	$1,895,486
Benefits paid (including direct rollovers)	2014-12-31	$1,891,521
Total plan assets at end of year	2014-12-31	$22,497,480
Total plan assets at beginning of year	2014-12-31	$21,270,414
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,760
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$2,475,993
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,010,099
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$22,195,443
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$21,185,344
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$22,442,173
Total contributions received or receivable from employer(s)	2014-12-31	$429,592
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	$205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$302,037
2013 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$85,070
Total plan liabilities at beginning of year	2013-12-31	$157,285
Total income from all sources	2013-12-31	$3,149,752
Expenses. Total of all expenses incurred	2013-12-31	$2,441,592
Benefits paid (including direct rollovers)	2013-12-31	$2,435,149
Total plan assets at end of year	2013-12-31	$21,270,414
Total plan assets at beginning of year	2013-12-31	$20,634,469
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,428
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,747,864
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$708,160
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$21,185,344
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$20,477,184
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$21,239,204
Total contributions received or receivable from employer(s)	2013-12-31	$401,888
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$157,285
Total plan liabilities at beginning of year	2012-12-31	$235,927
Total income from all sources	2012-12-31	$3,112,439
Expenses. Total of all expenses incurred	2012-12-31	$1,377,182
Benefits paid (including direct rollovers)	2012-12-31	$1,367,155
Total plan assets at end of year	2012-12-31	$20,634,469
Total plan assets at beginning of year	2012-12-31	$18,977,854
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,027
Other income received	2012-12-31	$2,728,192
Net income (gross income less expenses)	2012-12-31	$1,735,257
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$20,477,184
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$18,741,927
Assets. Value of employer securities	2012-12-31	$20,548,821
Total contributions received or receivable from employer(s)	2012-12-31	$384,247
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$235,927
Total plan liabilities at beginning of year	2011-12-31	$416,521
Total income from all sources	2011-12-31	$2,363,900
Expenses. Total of all expenses incurred	2011-12-31	$2,057,049
Benefits paid (including direct rollovers)	2011-12-31	$2,039,321
Total plan assets at end of year	2011-12-31	$18,977,854
Total plan assets at beginning of year	2011-12-31	$18,851,597
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$17,728
Other income received	2011-12-31	$1,969,561
Net income (gross income less expenses)	2011-12-31	$306,851
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$18,741,927
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$18,435,076
Assets. Value of employer securities	2011-12-31	$18,958,104
Total contributions received or receivable from employer(s)	2011-12-31	$394,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$416,521
Total plan liabilities at beginning of year	2010-12-31	$650,454
Total income from all sources	2010-12-31	$2,631,276
Expenses. Total of all expenses incurred	2010-12-31	$1,552,971
Benefits paid (including direct rollovers)	2010-12-31	$1,525,327
Total plan assets at end of year	2010-12-31	$18,851,597
Total plan assets at beginning of year	2010-12-31	$18,007,225
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$27,644
Other income received	2010-12-31	$2,244,772
Net income (gross income less expenses)	2010-12-31	$1,078,305
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$18,435,076
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$17,356,771
Assets. Value of employer securities	2010-12-31	$18,740,586
Total contributions received or receivable from employer(s)	2010-12-31	$386,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2013: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP 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: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP 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
2010: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BARKER-PHILLIPS-JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARKER-PHILLIPS-JACKSON, INC
Employer identification number (EIN):	430907174
NAIC Classification:	524150