Plan Name | NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION |
Employer identification number (EIN): | 760325650 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1990-11-19 |
Company Identification Number: | 0091563302 |
Legal Registered Office Address: |
1400 POST OAK BLVD STE 300 HOUSTON United States of America (USA) 77056 |
More information about NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | KRISTIE RATLIFF | |||
001 | 2017-01-01 | KRISTIE RATLIFF | |||
001 | 2016-01-01 | KRISTIE RATLIFF | |||
001 | 2015-01-01 | KRISTIE RATLIFF | |||
001 | 2014-01-01 | KRISTIE RATLIFF | |||
001 | 2013-01-01 | KRISTIE RATLIFF | |||
001 | 2012-01-01 | KRISTIE RATLIFF | |||
001 | 2011-01-01 | KRISTIE RATLIFF | |||
001 | 2010-01-01 | KRISTIE RATLIFF | |||
001 | 2009-01-01 | KRISTIE RATLIFF |
Measure | Date | Value |
---|---|---|
2022: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 39 |
Number of participants with account balances | 2022-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
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 | 16 |
Total of all active and inactive participants | 2021-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 38 |
Number of participants with account balances | 2021-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
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 | 22 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 46 |
Number of participants with account balances | 2020-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
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 | 16 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
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 | 18 |
Total of all active and inactive participants | 2018-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 47 |
Number of participants with account balances | 2018-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
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 | 14 |
Total of all active and inactive participants | 2017-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 45 |
Number of participants with account balances | 2017-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
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 | 15 |
Total of all active and inactive participants | 2016-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 45 |
Number of participants with account balances | 2016-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 46 |
Number of participants with account balances | 2015-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31 |
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 | 9 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 45 |
Number of participants with account balances | 2013-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
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 | 14 |
Total of all active and inactive participants | 2012-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 44 |
Number of participants with account balances | 2012-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 31 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 14 |
Total of all active and inactive participants | 2010-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 45 |
Number of participants with account balances | 2010-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 48 |
Number of participants with account balances | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-632,433 |
Expenses. Total of all expenses incurred | 2022-12-31 | $197,939 |
Benefits paid (including direct rollovers) | 2022-12-31 | $197,099 |
Total plan assets at end of year | 2022-12-31 | $8,109,388 |
Total plan assets at beginning of year | 2022-12-31 | $8,939,760 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $270,939 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $264,939 |
Other income received | 2022-12-31 | $-1,293,388 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-830,372 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,109,388 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,939,760 |
Assets. Value of participant loans | 2022-12-31 | $78,203 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $125,077 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $840 |
2021 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,353,811 |
Expenses. Total of all expenses incurred | 2021-12-31 | $181,700 |
Benefits paid (including direct rollovers) | 2021-12-31 | $180,459 |
Total plan assets at end of year | 2021-12-31 | $8,939,760 |
Total plan assets at beginning of year | 2021-12-31 | $7,767,649 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $279,487 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $949,324 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,172,111 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,939,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,767,649 |
Assets. Value of participant loans | 2021-12-31 | $52,597 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $125,000 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,241 |
2020 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $979,522 |
Expenses. Total of all expenses incurred | 2020-12-31 | $122,861 |
Benefits paid (including direct rollovers) | 2020-12-31 | $122,492 |
Total plan assets at end of year | 2020-12-31 | $7,767,649 |
Total plan assets at beginning of year | 2020-12-31 | $6,910,988 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $278,818 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $575,744 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $856,661 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,767,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,910,988 |
Assets. Value of participant loans | 2020-12-31 | $37,605 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $124,960 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $369 |
2019 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,518,273 |
Expenses. Total of all expenses incurred | 2019-12-31 | $939,786 |
Benefits paid (including direct rollovers) | 2019-12-31 | $930,747 |
Total plan assets at end of year | 2019-12-31 | $6,910,988 |
Total plan assets at beginning of year | 2019-12-31 | $6,332,501 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $278,380 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $21,427 |
Other income received | 2019-12-31 | $1,089,450 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $578,487 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,910,988 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,332,501 |
Assets. Value of participant loans | 2019-12-31 | $76,840 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $129,016 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,039 |
2018 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $92,606 |
Expenses. Total of all expenses incurred | 2018-12-31 | $174,367 |
Benefits paid (including direct rollovers) | 2018-12-31 | $168,094 |
Total plan assets at end of year | 2018-12-31 | $6,332,501 |
Total plan assets at beginning of year | 2018-12-31 | $6,414,262 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $280,290 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-314,372 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-81,761 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,332,501 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,414,262 |
Assets. Value of participant loans | 2018-12-31 | $102,018 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $126,688 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,273 |
2017 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,227,014 |
Expenses. Total of all expenses incurred | 2017-12-31 | $307,415 |
Benefits paid (including direct rollovers) | 2017-12-31 | $302,683 |
Total plan assets at end of year | 2017-12-31 | $6,414,262 |
Total plan assets at beginning of year | 2017-12-31 | $5,494,663 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $251,714 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $1,045 |
Other income received | 2017-12-31 | $847,457 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $919,599 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,414,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,494,663 |
Assets. Value of participant loans | 2017-12-31 | $97,945 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $126,798 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,732 |
2016 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $995,714 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,803,839 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,798,930 |
Total plan assets at end of year | 2016-12-31 | $5,494,663 |
Total plan assets at beginning of year | 2016-12-31 | $6,302,788 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $253,150 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $104,973 |
Other income received | 2016-12-31 | $508,460 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-808,125 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,494,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,302,788 |
Assets. Value of participant loans | 2016-12-31 | $111,755 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $129,131 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,909 |
2015 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $524,993 |
Expenses. Total of all expenses incurred | 2015-12-31 | $359,680 |
Benefits paid (including direct rollovers) | 2015-12-31 | $358,823 |
Total plan assets at end of year | 2015-12-31 | $6,302,788 |
Total plan assets at beginning of year | 2015-12-31 | $6,137,475 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $303,617 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $113,830 |
Other income received | 2015-12-31 | $-24,776 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $165,313 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,302,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,137,475 |
Assets. Value of participant loans | 2015-12-31 | $96,369 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $132,322 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $857 |
2014 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $819,494 |
Expenses. Total of all expenses incurred | 2014-12-31 | $61,076 |
Benefits paid (including direct rollovers) | 2014-12-31 | $57,791 |
Total plan assets at end of year | 2014-12-31 | $6,137,475 |
Total plan assets at beginning of year | 2014-12-31 | $5,379,057 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $305,344 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $388,329 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $758,418 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,137,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,379,057 |
Assets. Value of participant loans | 2014-12-31 | $115,233 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $125,821 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,285 |
2013 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,103,499 |
Expenses. Total of all expenses incurred | 2013-12-31 | $558,764 |
Benefits paid (including direct rollovers) | 2013-12-31 | $549,671 |
Total plan assets at end of year | 2013-12-31 | $5,379,057 |
Total plan assets at beginning of year | 2013-12-31 | $4,834,322 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $257,827 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $721,101 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $544,735 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,379,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,834,322 |
Assets. Value of participant loans | 2013-12-31 | $150,402 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $124,571 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,093 |
2012 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $837,146 |
Expenses. Total of all expenses incurred | 2012-12-31 | $126,218 |
Benefits paid (including direct rollovers) | 2012-12-31 | $125,757 |
Total plan assets at end of year | 2012-12-31 | $4,834,322 |
Total plan assets at beginning of year | 2012-12-31 | $4,123,394 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $253,773 |
Other income received | 2012-12-31 | $458,717 |
Net income (gross income less expenses) | 2012-12-31 | $710,928 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,834,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,123,394 |
Assets. Value of participant loans | 2012-12-31 | $78,313 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $124,656 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $461 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $321,991 |
Expenses. Total of all expenses incurred | 2011-12-31 | $67,487 |
Benefits paid (including direct rollovers) | 2011-12-31 | $67,262 |
Total plan assets at end of year | 2011-12-31 | $4,123,394 |
Total plan assets at beginning of year | 2011-12-31 | $3,868,890 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $237,126 |
Other income received | 2011-12-31 | $-38,285 |
Net income (gross income less expenses) | 2011-12-31 | $254,504 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,123,394 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,868,890 |
Assets. Value of participant loans | 2011-12-31 | $49,930 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $123,150 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $780,881 |
Expenses. Total of all expenses incurred | 2010-12-31 | $88,779 |
Benefits paid (including direct rollovers) | 2010-12-31 | $88,404 |
Total plan assets at end of year | 2010-12-31 | $3,868,890 |
Total plan assets at beginning of year | 2010-12-31 | $3,176,788 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $260,021 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,980 |
Other income received | 2010-12-31 | $389,732 |
Net income (gross income less expenses) | 2010-12-31 | $692,102 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,868,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,176,788 |
Assets. Value of participant loans | 2010-12-31 | $73,304 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $126,148 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $375 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |