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JACKY JONES RETIREMENT PLAN 401k Plan overview

Plan NameJACKY JONES RETIREMENT PLAN
Plan identification number 001

JACKY JONES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACKY JONES FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:JACKY JONES FORD, INC.
Employer identification number (EIN):581680800
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKY JONES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DENNIS GREENE2024-10-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DENNIS GREENE
0012016-01-01
0012015-01-01DENNIS GREENE
0012014-01-01DENNIS GREENE
0012014-01-01
0012013-01-01
0012012-01-01
0012011-01-01DENNIS GREENE
0012011-01-01
0012010-01-01DENNIS GREENE
0012009-01-01DENNIS GREENE

Plan Statistics for JACKY JONES RETIREMENT PLAN

401k plan membership statisitcs for JACKY JONES RETIREMENT PLAN

Measure Date Value
2022: JACKY JONES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01264
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01278
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JACKY JONES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01385
Total number of active participants reported on line 7a of the Form 55002021-01-01256
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01295
Number of participants with account balances2021-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JACKY JONES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01356
Total number of active participants reported on line 7a of the Form 55002020-01-01333
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACKY JONES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01452
Total number of active participants reported on line 7a of the Form 55002019-01-01314
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01356
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JACKY JONES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01452
Number of participants with account balances2018-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACKY JONES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01511
Total number of active participants reported on line 7a of the Form 55002017-01-01320
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01376
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: JACKY JONES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01469
Total number of active participants reported on line 7a of the Form 55002016-01-01469
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01511
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACKY JONES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01419
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01459
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACKY JONES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01394
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01402
Number of participants with account balances2014-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JACKY JONES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01248
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01310
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACKY JONES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01267
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01319
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACKY JONES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01350
Total number of active participants reported on line 7a of the Form 55002011-01-01303
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01365
Number of participants with account balances2011-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JACKY JONES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01317
Total number of active participants reported on line 7a of the Form 55002010-01-01243
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01312
Number of participants with account balances2010-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JACKY JONES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01293
Number of participants with account balances2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JACKY JONES RETIREMENT PLAN

Measure Date Value
2022 : JACKY JONES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-349,801
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,403,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,343,224
Value of total corrective distributions2022-12-31$20,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$235,372
Value of total assets at end of year2022-12-31$2,101,556
Value of total assets at beginning of year2022-12-31$5,854,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,486
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$56,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$56,960
Administrative expenses professional fees incurred2022-12-31$1,227
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$235,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,753,084
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,101,556
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,854,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,318,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,936,359
Value of interest in common/collective trusts at end of year2022-12-31$782,772
Value of interest in common/collective trusts at beginning of year2022-12-31$918,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-651,375
Net investment gain or loss from common/collective trusts2022-12-31$9,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,343,224
Contract administrator fees2022-12-31$38,259
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREGG AND CO., P.A.
Accountancy firm EIN2022-12-31561256247
2021 : JACKY JONES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,067,488
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$341,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$251,472
Value of total corrective distributions2021-12-31$19,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$394,501
Value of total assets at end of year2021-12-31$5,854,640
Value of total assets at beginning of year2021-12-31$5,128,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,006
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$623,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$623,337
Administrative expenses professional fees incurred2021-12-31$3,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$363,501
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$726,007
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,854,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,128,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,936,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,323,121
Value of interest in common/collective trusts at end of year2021-12-31$918,281
Value of interest in common/collective trusts at beginning of year2021-12-31$805,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,306
Net investment gain or loss from common/collective trusts2021-12-31$7,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$251,472
Contract administrator fees2021-12-31$40,958
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GREGG AND CO., P.A.
Accountancy firm EIN2021-12-31561256247
2020 : JACKY JONES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,362,962
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$794,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$693,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$262,855
Value of total assets at end of year2020-12-31$5,128,633
Value of total assets at beginning of year2020-12-31$4,560,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,320
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$261,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$261,186
Administrative expenses professional fees incurred2020-12-31$530
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$457,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$262,855
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$568,458
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,128,633
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,560,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,323,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,172,483
Value of interest in common/collective trusts at end of year2020-12-31$805,512
Value of interest in common/collective trusts at beginning of year2020-12-31$385,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$832,707
Net investment gain or loss from common/collective trusts2020-12-31$6,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$693,184
Contract administrator fees2020-12-31$86,049
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREGG AND CO., P.A.
Accountancy firm EIN2020-12-31561256247
2019 : JACKY JONES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,210,504
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$146,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$224,045
Value of total assets at end of year2019-12-31$4,560,175
Value of total assets at beginning of year2019-12-31$3,496,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,261
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$288,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$288,741
Administrative expenses professional fees incurred2019-12-31$13,856
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$223,698
Total non interest bearing cash at end of year2019-12-31$1,922
Total non interest bearing cash at beginning of year2019-12-31$3,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,064,054
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,560,175
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,496,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,172,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,141,218
Value of interest in common/collective trusts at end of year2019-12-31$385,770
Value of interest in common/collective trusts at beginning of year2019-12-31$351,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$691,396
Net investment gain or loss from common/collective trusts2019-12-31$6,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,189
Contract administrator fees2019-12-31$81,599
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREGG AND CO., P.A.
Accountancy firm EIN2019-12-31561256247
2018 : JACKY JONES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-28,903
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$239,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$183,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$233,952
Value of total assets at end of year2018-12-31$3,496,121
Value of total assets at beginning of year2018-12-31$3,764,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,353
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$424,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$424,015
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$233,699
Total non interest bearing cash at end of year2018-12-31$3,182
Total non interest bearing cash at beginning of year2018-12-31$4,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-268,312
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,496,121
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,764,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,141,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,412,305
Value of interest in common/collective trusts at end of year2018-12-31$351,721
Value of interest in common/collective trusts at beginning of year2018-12-31$347,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-693,471
Net investment gain or loss from common/collective trusts2018-12-31$6,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$183,056
Contract administrator fees2018-12-31$17,812
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREGG AND CO.
Accountancy firm EIN2018-12-31561256247
2017 : JACKY JONES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$910,316
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$359,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$297,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$218,090
Value of total assets at end of year2017-12-31$3,764,433
Value of total assets at beginning of year2017-12-31$3,213,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,670
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$248,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$248,747
Administrative expenses professional fees incurred2017-12-31$14,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$218,090
Total non interest bearing cash at end of year2017-12-31$4,469
Total non interest bearing cash at beginning of year2017-12-31$4,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$551,124
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,764,433
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,213,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,412,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,869,289
Value of interest in common/collective trusts at end of year2017-12-31$347,659
Value of interest in common/collective trusts at beginning of year2017-12-31$339,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$437,692
Net investment gain or loss from common/collective trusts2017-12-31$5,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$297,522
Contract administrator fees2017-12-31$24,607
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
2016 : JACKY JONES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$470,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$72,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$211,903
Value of total assets at end of year2016-12-31$3,213,309
Value of total assets at beginning of year2016-12-31$2,868,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,530
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$175,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$175,545
Administrative expenses professional fees incurred2016-12-31$12,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$183,455
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,448
Total non interest bearing cash at end of year2016-12-31$4,547
Total non interest bearing cash at beginning of year2016-12-31$23,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$344,843
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,213,309
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,868,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,869,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,459,208
Value of interest in common/collective trusts at end of year2016-12-31$339,473
Value of interest in common/collective trusts at beginning of year2016-12-31$385,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$77,552
Net investment gain or loss from common/collective trusts2016-12-31$5,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$72,407
Contract administrator fees2016-12-31$11,355
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
2015 : JACKY JONES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$237,368
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$302,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$163,596
Value of total assets at end of year2015-12-31$2,868,466
Value of total assets at beginning of year2015-12-31$2,993,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,037
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$222,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$222,217
Administrative expenses professional fees incurred2015-12-31$18,025
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$162,719
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$877
Total non interest bearing cash at end of year2015-12-31$23,840
Total non interest bearing cash at beginning of year2015-12-31$31,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,868,466
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,993,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$27,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,459,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,599,077
Value of interest in common/collective trusts at end of year2015-12-31$385,418
Value of interest in common/collective trusts at beginning of year2015-12-31$362,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-154,165
Net investment gain or loss from common/collective trusts2015-12-31$5,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$302,272
Contract administrator fees2015-12-31$14,820
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : JACKY JONES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$328,624
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$86,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$152,158
Value of total assets at end of year2014-12-31$2,993,407
Value of total assets at beginning of year2014-12-31$2,751,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,451
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$249,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$249,082
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$152,099
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$31,878
Total non interest bearing cash at beginning of year2014-12-31$999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,993,407
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,751,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,599,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,395,843
Value of interest in common/collective trusts at end of year2014-12-31$362,452
Value of interest in common/collective trusts at beginning of year2014-12-31$354,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-78,012
Net investment gain or loss from common/collective trusts2014-12-31$5,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,519
Contract administrator fees2014-12-31$539
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
2013 : JACKY JONES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$619,684
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$177,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$118,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$147,360
Value of total assets at end of year2013-12-31$2,751,753
Value of total assets at beginning of year2013-12-31$2,309,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,117
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$152,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$152,724
Administrative expenses professional fees incurred2013-12-31$42,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$147,360
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$999
Total non interest bearing cash at beginning of year2013-12-31$4,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$441,868
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,751,753
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,309,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,395,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,923,543
Value of interest in common/collective trusts at end of year2013-12-31$354,911
Value of interest in common/collective trusts at beginning of year2013-12-31$381,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$314,282
Net investment gain or loss from common/collective trusts2013-12-31$5,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$118,699
Contract administrator fees2013-12-31$390
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
2012 : JACKY JONES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$387,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$215,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$160,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$138,510
Value of total assets at end of year2012-12-31$2,309,885
Value of total assets at beginning of year2012-12-31$2,137,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,969
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,502
Administrative expenses professional fees incurred2012-12-31$29,560
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$138,510
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$4,483
Total non interest bearing cash at beginning of year2012-12-31$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$172,339
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,309,885
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,137,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,923,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,724,732
Value of interest in common/collective trusts at end of year2012-12-31$381,859
Value of interest in common/collective trusts at beginning of year2012-12-31$412,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$163,603
Net investment gain or loss from common/collective trusts2012-12-31$7,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$160,045
Contract administrator fees2012-12-31$7,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : JACKY JONES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$24,921
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$175,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$120,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$115,138
Value of total assets at end of year2011-12-31$2,137,546
Value of total assets at beginning of year2011-12-31$2,288,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,975
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$42,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$42,292
Administrative expenses professional fees incurred2011-12-31$4,690
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$115,138
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$14,317
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$710
Total non interest bearing cash at beginning of year2011-12-31$5,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-150,662
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,137,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,288,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$39,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,724,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,887,492
Interest on participant loans2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$412,104
Value of interest in common/collective trusts at beginning of year2011-12-31$381,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,414
Net investment gain or loss from common/collective trusts2011-12-31$8,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$120,608
Contract administrator fees2011-12-31$10,793
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MUNNINHOFF, LANGE & COMPANY
Accountancy firm EIN2011-12-31311070008
2010 : JACKY JONES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$395,991
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$304,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$240,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$149,824
Value of total assets at end of year2010-12-31$2,264,596
Value of total assets at beginning of year2010-12-31$2,173,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,689
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,351
Administrative expenses professional fees incurred2010-12-31$11,058
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,824
Participant contributions at end of year2010-12-31$14,317
Administrative expenses (other) incurred2010-12-31$877
Total non interest bearing cash at end of year2010-12-31$5,051
Total non interest bearing cash at beginning of year2010-12-31$1,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$91,444
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,264,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,173,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$38,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,886,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,675,614
Value of interest in common/collective trusts at end of year2010-12-31$372,717
Value of interest in common/collective trusts at beginning of year2010-12-31$496,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$196,719
Net investment gain or loss from common/collective trusts2010-12-31$13,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$240,858
Contract administrator fees2010-12-31$14,588
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2010-12-31271235638
2009 : JACKY JONES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACKY JONES RETIREMENT PLAN

2022: JACKY JONES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACKY JONES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKY JONES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACKY JONES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACKY JONES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACKY JONES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACKY JONES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKY JONES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKY JONES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKY JONES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKY JONES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKY JONES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACKY JONES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACKY JONES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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