401k Plan data: TERRY JONES & ASSOCIATES, PC 401(K) PLAN plan

TERRY JONES & ASSOCIATES, PC 401(K) PLAN 401k Plan overview

Plan Name	TERRY JONES & ASSOCIATES, PC 401(K) PLAN
Plan identification number	001

TERRY JONES & ASSOCIATES, PC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

TERRY JONES & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: TERRY JONES & ASSOCIATES, PC

Employer identification number (EIN): 630796495

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY JONES & ASSOCIATES, PC 401(K) 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
001 2017-01-01 C. TERRY JONES C. TERRY JONES 2018-06-15
001 2016-01-01 C. TERRY JONES C. TERRY JONES 2017-06-07
001 2015-01-01 C. TERRY JONES C. TERRY JONES 2016-05-06
001 2014-01-01 C. TERRY JONES C. TERRY JONES 2015-07-14
001 2013-01-01 C. TERRY JONES C. TERRY JONES 2014-06-26
001 2012-01-01 C. TERRY JONES C. TERRY JONES 2013-07-01
001 2011-01-01 C. TERRY JONES C. TERRY JONES 2012-04-21
001 2009-01-01 C. TERRY JONES C. TERRY JONES 2010-07-01

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
001	2017-01-01	C. TERRY JONES	C. TERRY JONES	2018-06-15
001	2016-01-01	C. TERRY JONES	C. TERRY JONES	2017-06-07
001	2015-01-01	C. TERRY JONES	C. TERRY JONES	2016-05-06
001	2014-01-01	C. TERRY JONES	C. TERRY JONES	2015-07-14
001	2013-01-01	C. TERRY JONES	C. TERRY JONES	2014-06-26
001	2012-01-01	C. TERRY JONES	C. TERRY JONES	2013-07-01
001	2011-01-01	C. TERRY JONES	C. TERRY JONES	2012-04-21
001	2009-01-01	C. TERRY JONES	C. TERRY JONES	2010-07-01

Plan Statistics for TERRY JONES & ASSOCIATES, PC 401(K) PLAN

401k plan membership statisitcs for TERRY JONES & ASSOCIATES, PC 401(K) PLAN

Measure Date Value
2023: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TERRY JONES & ASSOCIATES, PC 401(K) PLAN

Measure	Date	Value
2023 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$353,273
Expenses. Total of all expenses incurred	2023-12-31	$80
Total plan assets at end of year	2023-12-31	$1,792,459
Total plan assets at beginning of year	2023-12-31	$1,439,266
Total contributions received or receivable from participants	2023-12-31	$41,581
Expenses. Other expenses not covered elsewhere	2023-12-31	$80
Other income received	2023-12-31	$298,414
Net income (gross income less expenses)	2023-12-31	$353,193
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,792,459
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,439,266
Total contributions received or receivable from employer(s)	2023-12-31	$13,278
2022 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-192,801
Expenses. Total of all expenses incurred	2022-12-31	$24,779
Benefits paid (including direct rollovers)	2022-12-31	$24,639
Total plan assets at end of year	2022-12-31	$1,439,266
Total plan assets at beginning of year	2022-12-31	$1,656,846
Total contributions received or receivable from participants	2022-12-31	$36,188
Expenses. Other expenses not covered elsewhere	2022-12-31	$140
Other income received	2022-12-31	$-240,604
Net income (gross income less expenses)	2022-12-31	$-217,580
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,439,266
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,656,846
Total contributions received or receivable from employer(s)	2022-12-31	$11,615
2021 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$273,055
Expenses. Total of all expenses incurred	2021-12-31	$60
Total plan assets at end of year	2021-12-31	$1,656,846
Total plan assets at beginning of year	2021-12-31	$1,383,851
Total contributions received or receivable from participants	2021-12-31	$36,352
Expenses. Other expenses not covered elsewhere	2021-12-31	$60
Other income received	2021-12-31	$225,428
Net income (gross income less expenses)	2021-12-31	$272,995
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,656,846
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,383,851
Total contributions received or receivable from employer(s)	2021-12-31	$11,275
2020 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$283,262
Expenses. Total of all expenses incurred	2020-12-31	$80
Total plan assets at end of year	2020-12-31	$1,383,851
Total plan assets at beginning of year	2020-12-31	$1,100,669
Total contributions received or receivable from participants	2020-12-31	$37,841
Expenses. Other expenses not covered elsewhere	2020-12-31	$80
Other income received	2020-12-31	$234,387
Net income (gross income less expenses)	2020-12-31	$283,182
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,383,851
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,100,669
Total contributions received or receivable from employer(s)	2020-12-31	$11,034
2019 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$286,347
Expenses. Total of all expenses incurred	2019-12-31	$386,863
Benefits paid (including direct rollovers)	2019-12-31	$386,778
Total plan assets at end of year	2019-12-31	$1,100,669
Total plan assets at beginning of year	2019-12-31	$1,201,185
Value of fidelity bond covering the plan	2019-12-31	$110,000
Total contributions received or receivable from participants	2019-12-31	$37,058
Expenses. Other expenses not covered elsewhere	2019-12-31	$85
Other income received	2019-12-31	$237,841
Net income (gross income less expenses)	2019-12-31	$-100,516
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,100,669
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,201,185
Total contributions received or receivable from employer(s)	2019-12-31	$11,448
2018 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-4,707
Expenses. Total of all expenses incurred	2018-12-31	$75
Total plan assets at end of year	2018-12-31	$1,201,185
Total plan assets at beginning of year	2018-12-31	$1,205,967
Value of fidelity bond covering the plan	2018-12-31	$40,000
Total contributions received or receivable from participants	2018-12-31	$43,105
Expenses. Other expenses not covered elsewhere	2018-12-31	$75
Other income received	2018-12-31	$-61,242
Net income (gross income less expenses)	2018-12-31	$-4,782
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,201,185
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,205,967
Total contributions received or receivable from employer(s)	2018-12-31	$13,430
2017 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$286,865
Total plan assets at end of year	2017-12-31	$1,205,967
Total plan assets at beginning of year	2017-12-31	$919,102
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$43,512
Other income received	2017-12-31	$230,047
Net income (gross income less expenses)	2017-12-31	$286,865
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,205,967
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$919,102
Total contributions received or receivable from employer(s)	2017-12-31	$13,306
2016 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$133,333
Total plan assets at end of year	2016-12-31	$919,102
Total plan assets at beginning of year	2016-12-31	$785,769
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$38,327
Other income received	2016-12-31	$81,835
Net income (gross income less expenses)	2016-12-31	$133,333
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$919,102
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$785,769
Total contributions received or receivable from employer(s)	2016-12-31	$13,171
2015 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$64,988
Total plan assets at end of year	2015-12-31	$785,769
Total plan assets at beginning of year	2015-12-31	$720,781
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$37,993
Other income received	2015-12-31	$14,152
Net income (gross income less expenses)	2015-12-31	$64,988
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$785,769
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$720,781
Total contributions received or receivable from employer(s)	2015-12-31	$12,843
2014 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$94,201
Total plan assets at end of year	2014-12-31	$720,781
Total plan assets at beginning of year	2014-12-31	$626,580
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$37,749
Other income received	2014-12-31	$44,170
Net income (gross income less expenses)	2014-12-31	$94,201
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$720,781
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$626,580
Total contributions received or receivable from employer(s)	2014-12-31	$12,282
2013 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$151,955
Total plan assets at end of year	2013-12-31	$626,580
Total plan assets at beginning of year	2013-12-31	$474,625
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$37,915
Other income received	2013-12-31	$101,673
Net income (gross income less expenses)	2013-12-31	$151,955
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$626,580
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$474,625
Total contributions received or receivable from employer(s)	2013-12-31	$12,367
2012 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$124,598
Expenses. Total of all expenses incurred	2012-12-31	$41,110
Benefits paid (including direct rollovers)	2012-12-31	$41,107
Total plan assets at end of year	2012-12-31	$474,625
Total plan assets at beginning of year	2012-12-31	$391,137
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$37,033
Expenses. Other expenses not covered elsewhere	2012-12-31	$3
Other income received	2012-12-31	$76,590
Net income (gross income less expenses)	2012-12-31	$83,488
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$474,625
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$391,137
Total contributions received or receivable from employer(s)	2012-12-31	$10,975
2011 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$26,919
Total plan assets at end of year	2011-12-31	$391,137
Total plan assets at beginning of year	2011-12-31	$364,218
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$38,097
Other income received	2011-12-31	$-22,483
Net income (gross income less expenses)	2011-12-31	$26,919
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$391,137
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$364,218
Total contributions received or receivable from employer(s)	2011-12-31	$11,305
2010 : TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$78,520
Expenses. Total of all expenses incurred	2010-12-31	$5,112
Benefits paid (including direct rollovers)	2010-12-31	$5,112
Total plan assets at end of year	2010-12-31	$364,218
Total plan assets at beginning of year	2010-12-31	$290,810
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$20,169
Other income received	2010-12-31	$47,396
Net income (gross income less expenses)	2010-12-31	$73,408
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$364,218
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$290,810
Total contributions received or receivable from employer(s)	2010-12-31	$10,955

Form 5500 Responses for TERRY JONES & ASSOCIATES, PC 401(K) PLAN

2023: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TERRY JONES & ASSOCIATES, PC 401(K) 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: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TERRY JONES & ASSOCIATES, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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TERRY JONES INSURANCE AGENCY I 401 K PROFIT SHARING PLAN TRUST [EIN = 208084492]

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Company Name:	TERRY JONES & ASSOCIATES, PC
Employer identification number (EIN):	630796495
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants