JACKSON CONSTRUCTION, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON CONSTRUCTION, LTD. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-03 | 127683 |
| Net assets as of the end of the plan year | 2025-04-03 | 3197241 |
| Total assets as of the beginning of the plan year | 2025-04-03 | 2696962 |
| Value of plan covered by a fidelity bond | 2025-04-03 | 200000 |
| Participant contributions to plan in this plan year | 2025-04-03 | 328185 |
| Value of participant loans at end of plan year | 2025-04-03 | 106216 |
| Other expenses paid from plan in this plan year | 2025-04-03 | 0 |
| Other contributions to plan in this plan year | 2025-04-03 | 0 |
| Other income to plan in this plan year | 2025-04-03 | 249015 |
| Plan net income in this plan year | 2025-04-03 | 500279 |
| Net assets as of the end of the plan year | 2025-04-03 | 3197241 |
| Net assets as of the beginning of the plan year | 2025-04-03 | 2696962 |
| Employer contributions to plan in this plan year | 2025-04-03 | 50762 |
| Fees paid to broker by Benefit Provider | 2025-04-03 | 6877 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-03 | 3905 |
| 2024 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-12 | 168274 |
| Net assets as of the end of the plan year | 2024-04-12 | 2696962 |
| Total assets as of the beginning of the plan year | 2024-04-12 | 2299470 |
| Value of plan covered by a fidelity bond | 2024-04-12 | 200000 |
| Participant contributions to plan in this plan year | 2024-04-12 | 284142 |
| Value of participant loans at end of plan year | 2024-04-12 | 89465 |
| Other expenses paid from plan in this plan year | 2024-04-12 | 0 |
| Other contributions to plan in this plan year | 2024-04-12 | 0 |
| Other income to plan in this plan year | 2024-04-12 | 234718 |
| Plan net income in this plan year | 2024-04-12 | 397492 |
| Net assets as of the end of the plan year | 2024-04-12 | 2696962 |
| Net assets as of the beginning of the plan year | 2024-04-12 | 2299470 |
| Employer contributions to plan in this plan year | 2024-04-12 | 46906 |
| Fees paid to broker by Benefit Provider | 2024-04-12 | 5903 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-12 | 2085 |
| 2022 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-42,999 |
| Total of all expenses incurred | 2022-12-31 | $107,840 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $106,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $293,576 |
| Value of total assets at end of year | 2022-12-31 | $2,299,470 |
| Value of total assets at beginning of year | 2022-12-31 | $2,450,309 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,570 |
| Total interest from all sources | 2022-12-31 | $1,424 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $253,785 |
| Participant contributions at end of year | 2022-12-31 | $47,247 |
| Participant contributions at beginning of year | 2022-12-31 | $19,804 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-150,839 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,299,470 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,450,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $301,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $292,503 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,950,481 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,138,002 |
| Interest on participant loans | 2022-12-31 | $1,424 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-337,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $39,791 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $106,270 |
| Contract administrator fees | 2022-12-31 | $1,570 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MIBERNRAY & CO |
| Accountancy firm EIN | 2022-12-31 | 751793612 |
| Total income from all sources (including contributions) | 2022-01-01 | $-42,999 |
| Total of all expenses incurred | 2022-01-01 | $107,840 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $106,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $293,576 |
| Value of total assets at end of year | 2022-01-01 | $2,299,470 |
| Value of total assets at beginning of year | 2022-01-01 | $2,450,309 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,570 |
| Total interest from all sources | 2022-01-01 | $1,424 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $253,785 |
| Participant contributions at end of year | 2022-01-01 | $47,247 |
| Participant contributions at beginning of year | 2022-01-01 | $19,804 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-150,839 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,299,470 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,450,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $301,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $292,503 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,950,481 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,138,002 |
| Interest on participant loans | 2022-01-01 | $1,424 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-337,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $39,791 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $106,270 |
| Contract administrator fees | 2022-01-01 | $1,570 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MIBERNRAY & CO |
| Accountancy firm EIN | 2022-01-01 | 751793612 |
| 2021 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $577,182 |
| Total of all expenses incurred | 2021-12-31 | $101,330 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $99,720 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $283,576 |
| Value of total assets at end of year | 2021-12-31 | $2,450,309 |
| Value of total assets at beginning of year | 2021-12-31 | $1,974,457 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,610 |
| Total interest from all sources | 2021-12-31 | $251 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $245,030 |
| Participant contributions at end of year | 2021-12-31 | $19,804 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $475,852 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,450,309 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,974,457 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $292,503 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $227,034 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,138,002 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,747,423 |
| Interest on participant loans | 2021-12-31 | $251 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,563 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $290,792 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $38,546 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $99,720 |
| Contract administrator fees | 2021-12-31 | $1,610 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MILBERNRAY & CO. |
| Accountancy firm EIN | 2021-12-31 | 751793612 |
| 2020 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $431,030 |
| Total of all expenses incurred | 2020-12-31 | $104,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $102,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $277,899 |
| Value of total assets at end of year | 2020-12-31 | $1,974,457 |
| Value of total assets at beginning of year | 2020-12-31 | $1,647,583 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $239,464 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $326,874 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,974,457 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,647,583 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $227,034 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $164,728 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,747,423 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,482,855 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,927 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $151,204 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $38,435 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $102,626 |
| Contract administrator fees | 2020-12-31 | $1,530 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MILBERNRAY & COMPANY |
| Accountancy firm EIN | 2020-12-31 | 751793612 |
| 2019 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $493,280 |
| Total of all expenses incurred | 2019-12-31 | $48,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $45,046 |
| Value of total corrective distributions | 2019-12-31 | $2,175 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $250,071 |
| Value of total assets at end of year | 2019-12-31 | $1,647,583 |
| Value of total assets at beginning of year | 2019-12-31 | $1,202,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,375 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $215,288 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $444,684 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,647,583 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,202,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $164,728 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $139,234 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,482,855 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,063,665 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,537 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $241,672 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $34,783 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $45,046 |
| Contract administrator fees | 2019-12-31 | $1,375 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MILBERN RAY & COMPANY |
| Accountancy firm EIN | 2019-12-31 | 751793612 |
| 2018 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,279 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,279 |
| Total income from all sources (including contributions) | 2018-12-31 | $169,041 |
| Total of all expenses incurred | 2018-12-31 | $47,538 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $46,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $234,176 |
| Value of total assets at end of year | 2018-12-31 | $1,202,899 |
| Value of total assets at beginning of year | 2018-12-31 | $1,081,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,145 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $200,416 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $121,503 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,202,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,081,396 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $139,234 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $86,904 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,063,665 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $994,492 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,112 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-62,744 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $33,760 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $46,393 |
| Contract administrator fees | 2018-12-31 | $1,145 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MILBERN RAY & COMPANY LLP |
| Accountancy firm EIN | 2018-12-31 | 751793612 |
| 2017 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-8,231 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-8,231 |
| Total income from all sources (including contributions) | 2017-12-31 | $270,645 |
| Total of all expenses incurred | 2017-12-31 | $9,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,277 |
| Value of total corrective distributions | 2017-12-31 | $955 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $166,216 |
| Value of total assets at end of year | 2017-12-31 | $1,081,396 |
| Value of total assets at beginning of year | 2017-12-31 | $820,553 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,570 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $139,527 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $260,843 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,081,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $820,553 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $86,904 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $820,553 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $994,492 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $723 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $111,937 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $26,689 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,277 |
| Contract administrator fees | 2017-12-31 | $1,570 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MILBERN RAY & COMPANY LLP |
| Accountancy firm EIN | 2017-12-31 | 751793612 |
| 2010 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $137,011 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $42,710 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $26,465 |
| Value of total corrective distributions | 2010-12-31 | $6,726 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,028 |
| Value of total assets at end of year | 2010-12-31 | $733,952 |
| Value of total assets at beginning of year | 2010-12-31 | $639,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,519 |
| Total interest from all sources | 2010-12-31 | $182 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $43,782 |
| Total non interest bearing cash at end of year | 2010-12-31 | $401 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $358 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $94,301 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $733,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $639,651 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $728,670 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $634,531 |
| Interest on participant loans | 2010-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $182 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,881 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,762 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $83,801 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $9,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $26,465 |
| Contract administrator fees | 2010-12-31 | $9,519 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MILBERN RAY & CO. |
| Accountancy firm EIN | 2010-12-31 | 751793612 |
