JEFFERSON CONSULTING GROUP, LL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFERSON CONSULTING GROUP LLC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for JEFFERSON CONSULTING GROUP LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: JEFFERSON CONSULTING GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 128 |
| 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 | 34 |
| Total of all active and inactive participants | 2022-01-01 | 162 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 162 |
| Number of participants with account balances | 2022-01-01 | 129 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2009: JEFFERSON CONSULTING GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : JEFFERSON CONSULTING GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $306,151 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $929,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $908,891 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,239,627 |
| Value of total assets at end of year | 2022-12-31 | $5,405,563 |
| Value of total assets at beginning of year | 2022-12-31 | $6,029,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $20,863 |
| Total interest from all sources | 2022-12-31 | $391 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $95,720 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $95,720 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $824,655 |
| Participant contributions at end of year | 2022-12-31 | $22,782 |
| Participant contributions at beginning of year | 2022-12-31 | $161 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $32,217 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-623,603 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,405,563 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,029,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $18,343 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,237,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,007,774 |
| Interest on participant loans | 2022-12-31 | $391 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $145,680 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $21,231 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,031,876 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $382,755 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $908,891 |
| Contract administrator fees | 2022-12-31 | $2,520 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
