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NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 401k Plan overview

Plan NameNATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN
Plan identification number 001

NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KRISTIE RATLIFF
0012017-01-01KRISTIE RATLIFF
0012016-01-01KRISTIE RATLIFF
0012015-01-01KRISTIE RATLIFF
0012014-01-01KRISTIE RATLIFF
0012013-01-01KRISTIE RATLIFF
0012012-01-01KRISTIE RATLIFF
0012011-01-01KRISTIE RATLIFF
0012010-01-01KRISTIE RATLIFF
0012009-01-01KRISTIE RATLIFF

Plan Statistics for NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN

401k plan membership statisitcs for NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN

Measure Date Value
2022: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0138
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0139
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0146
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0138
Number of participants with account balances2021-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0146
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0147
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0147
Number of participants with account balances2018-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0146
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0145
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0146
Number of participants with account balances2015-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0140
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0145
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0144
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0148
Total number of active participants reported on line 7a of the Form 55002010-01-0131
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0145
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0148
Number of participants with account balances2009-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN

Measure Date Value
2022 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-632,433
Expenses. Total of all expenses incurred2022-12-31$197,939
Benefits paid (including direct rollovers)2022-12-31$197,099
Total plan assets at end of year2022-12-31$8,109,388
Total plan assets at beginning of year2022-12-31$8,939,760
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$270,939
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$264,939
Other income received2022-12-31$-1,293,388
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$78,203
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$125,077
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,353,811
Expenses. Total of all expenses incurred2021-12-31$181,700
Benefits paid (including direct rollovers)2021-12-31$180,459
Total plan assets at end of year2021-12-31$8,939,760
Total plan assets at beginning of year2021-12-31$7,767,649
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$279,487
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$949,324
Noncash contributions received2021-12-31$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 loans2021-12-31$52,597
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$125,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$979,522
Expenses. Total of all expenses incurred2020-12-31$122,861
Benefits paid (including direct rollovers)2020-12-31$122,492
Total plan assets at end of year2020-12-31$7,767,649
Total plan assets at beginning of year2020-12-31$6,910,988
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$278,818
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$575,744
Noncash contributions received2020-12-31$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 loans2020-12-31$37,605
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$124,960
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,518,273
Expenses. Total of all expenses incurred2019-12-31$939,786
Benefits paid (including direct rollovers)2019-12-31$930,747
Total plan assets at end of year2019-12-31$6,910,988
Total plan assets at beginning of year2019-12-31$6,332,501
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$278,380
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$21,427
Other income received2019-12-31$1,089,450
Noncash contributions received2019-12-31$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 loans2019-12-31$76,840
Total contributions received or receivable from employer(s)2019-12-31$129,016
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$92,606
Expenses. Total of all expenses incurred2018-12-31$174,367
Benefits paid (including direct rollovers)2018-12-31$168,094
Total plan assets at end of year2018-12-31$6,332,501
Total plan assets at beginning of year2018-12-31$6,414,262
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$280,290
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-314,372
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$102,018
Total contributions received or receivable from employer(s)2018-12-31$126,688
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,227,014
Expenses. Total of all expenses incurred2017-12-31$307,415
Benefits paid (including direct rollovers)2017-12-31$302,683
Total plan assets at end of year2017-12-31$6,414,262
Total plan assets at beginning of year2017-12-31$5,494,663
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$251,714
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$1,045
Other income received2017-12-31$847,457
Noncash contributions received2017-12-31$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 loans2017-12-31$97,945
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$126,798
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$995,714
Expenses. Total of all expenses incurred2016-12-31$1,803,839
Benefits paid (including direct rollovers)2016-12-31$1,798,930
Total plan assets at end of year2016-12-31$5,494,663
Total plan assets at beginning of year2016-12-31$6,302,788
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$253,150
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$104,973
Other income received2016-12-31$508,460
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$111,755
Total contributions received or receivable from employer(s)2016-12-31$129,131
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$524,993
Expenses. Total of all expenses incurred2015-12-31$359,680
Benefits paid (including direct rollovers)2015-12-31$358,823
Total plan assets at end of year2015-12-31$6,302,788
Total plan assets at beginning of year2015-12-31$6,137,475
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$303,617
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$113,830
Other income received2015-12-31$-24,776
Noncash contributions received2015-12-31$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 loans2015-12-31$96,369
Total contributions received or receivable from employer(s)2015-12-31$132,322
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$819,494
Expenses. Total of all expenses incurred2014-12-31$61,076
Benefits paid (including direct rollovers)2014-12-31$57,791
Total plan assets at end of year2014-12-31$6,137,475
Total plan assets at beginning of year2014-12-31$5,379,057
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$305,344
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$388,329
Noncash contributions received2014-12-31$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 loans2014-12-31$115,233
Total contributions received or receivable from employer(s)2014-12-31$125,821
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,103,499
Expenses. Total of all expenses incurred2013-12-31$558,764
Benefits paid (including direct rollovers)2013-12-31$549,671
Total plan assets at end of year2013-12-31$5,379,057
Total plan assets at beginning of year2013-12-31$4,834,322
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$257,827
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$721,101
Noncash contributions received2013-12-31$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 loans2013-12-31$150,402
Total contributions received or receivable from employer(s)2013-12-31$124,571
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$837,146
Expenses. Total of all expenses incurred2012-12-31$126,218
Benefits paid (including direct rollovers)2012-12-31$125,757
Total plan assets at end of year2012-12-31$4,834,322
Total plan assets at beginning of year2012-12-31$4,123,394
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$253,773
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$321,991
Expenses. Total of all expenses incurred2011-12-31$67,487
Benefits paid (including direct rollovers)2011-12-31$67,262
Total plan assets at end of year2011-12-31$4,123,394
Total plan assets at beginning of year2011-12-31$3,868,890
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$237,126
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$780,881
Expenses. Total of all expenses incurred2010-12-31$88,779
Benefits paid (including direct rollovers)2010-12-31$88,404
Total plan assets at end of year2010-12-31$3,868,890
Total plan assets at beginning of year2010-12-31$3,176,788
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$260,021
Contributions received from other sources (not participants or employers)2010-12-31$4,980
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN

2022: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATHAN SOMMERS JACOBS, A PROFESSIONAL CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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