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ROBERT M JACKSON CPA 401k Plan overview

Plan NameROBERT M JACKSON CPA
Plan identification number 001

ROBERT M JACKSON CPA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

ROBERT JACKSON has sponsored the creation of one or more 401k plans.

Company Name:ROBERT JACKSON
Employer identification number (EIN):133082357
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M JACKSON CPA

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
0012018-01-01ROBERT JACKSON
0012017-01-01ROBERT JACKSON
0012016-01-01ROBERT JACKSON ROBERT JACKSON2017-07-26
0012015-01-01ROBERT JACKSON ROBERT JACKSON2016-09-27
0012014-01-01ROBERT JACKSON ROBERT JACKSON2015-07-09
0012013-01-01ROBERT JACKSON
0012012-01-01ROBERT JACKSON
0012011-01-01ROBERT JACKSON
0012010-01-01ROBERT JACKSON
0012009-01-01ROBERT JACKSON

Plan Statistics for ROBERT M JACKSON CPA

401k plan membership statisitcs for ROBERT M JACKSON CPA

Measure Date Value
2022: ROBERT M JACKSON CPA 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: ROBERT M JACKSON CPA 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: ROBERT M JACKSON CPA 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: ROBERT M JACKSON CPA 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT M JACKSON CPA 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: ROBERT M JACKSON CPA 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
2016: ROBERT M JACKSON CPA 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: ROBERT M JACKSON CPA 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: ROBERT M JACKSON CPA 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
2013: ROBERT M JACKSON CPA 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: ROBERT M JACKSON CPA 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: ROBERT M JACKSON CPA 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2010: ROBERT M JACKSON CPA 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT M JACKSON CPA 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT M JACKSON CPA

Measure Date Value
2022 : ROBERT M JACKSON CPA 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$50,105
Expenses. Total of all expenses incurred2022-12-31$51,916
Benefits paid (including direct rollovers)2022-12-31$10,500
Total plan assets at end of year2022-12-31$475,692
Total plan assets at beginning of year2022-12-31$477,503
Total contributions received or receivable from participants2022-12-31$46,520
Expenses. Other expenses not covered elsewhere2022-12-31$41,416
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,811
Net plan assets at end of year (total assets less liabilities)2022-12-31$475,692
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$477,503
Total contributions received or receivable from employer(s)2022-12-31$3,585
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$0
2021 : ROBERT M JACKSON CPA 2021 401k financial data
Total income from all sources2021-12-31$99,918
Expenses. Total of all expenses incurred2021-12-31$9,000
Benefits paid (including direct rollovers)2021-12-31$9,000
Total plan assets at end of year2021-12-31$477,503
Total plan assets at beginning of year2021-12-31$386,585
Total contributions received or receivable from participants2021-12-31$44,600
Other income received2021-12-31$49,570
Net income (gross income less expenses)2021-12-31$90,918
Net plan assets at end of year (total assets less liabilities)2021-12-31$477,503
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$386,585
Total contributions received or receivable from employer(s)2021-12-31$5,748
2020 : ROBERT M JACKSON CPA 2020 401k financial data
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$70,869
Expenses. Total of all expenses incurred2020-12-31$12,500
Benefits paid (including direct rollovers)2020-12-31$12,500
Total plan assets at end of year2020-12-31$386,585
Total plan assets at beginning of year2020-12-31$328,216
Total contributions received or receivable from participants2020-12-31$36,100
Other income received2020-12-31$25,954
Net income (gross income less expenses)2020-12-31$58,369
Net plan assets at end of year (total assets less liabilities)2020-12-31$386,585
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$328,216
Total contributions received or receivable from employer(s)2020-12-31$8,815
2019 : ROBERT M JACKSON CPA 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$70,860
Expenses. Total of all expenses incurred2019-12-31$55,381
Benefits paid (including direct rollovers)2019-12-31$55,381
Total plan assets at end of year2019-12-31$328,216
Total plan assets at beginning of year2019-12-31$312,737
Total contributions received or receivable from participants2019-12-31$37,460
Other income received2019-12-31$25,814
Net income (gross income less expenses)2019-12-31$15,479
Net plan assets at end of year (total assets less liabilities)2019-12-31$328,216
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$312,737
Total contributions received or receivable from employer(s)2019-12-31$7,586
Value of corrective distributions2019-12-31$0
2018 : ROBERT M JACKSON CPA 2018 401k financial data
Total income from all sources2018-12-31$23,817
Expenses. Total of all expenses incurred2018-12-31$12,099
Benefits paid (including direct rollovers)2018-12-31$12,000
Total plan assets at end of year2018-12-31$312,737
Total plan assets at beginning of year2018-12-31$301,019
Total contributions received or receivable from participants2018-12-31$23,817
Expenses. Other expenses not covered elsewhere2018-12-31$99
Net income (gross income less expenses)2018-12-31$11,718
Net plan assets at end of year (total assets less liabilities)2018-12-31$312,737
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$301,019
2017 : ROBERT M JACKSON CPA 2017 401k financial data
Total income from all sources2017-12-31$28,000
Expenses. Total of all expenses incurred2017-12-31$5,500
Benefits paid (including direct rollovers)2017-12-31$5,500
Total plan assets at end of year2017-12-31$301,019
Total plan assets at beginning of year2017-12-31$278,519
Total contributions received or receivable from participants2017-12-31$13,350
Other income received2017-12-31$14,650
Net income (gross income less expenses)2017-12-31$22,500
Net plan assets at end of year (total assets less liabilities)2017-12-31$301,019
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$278,519
2016 : ROBERT M JACKSON CPA 2016 401k financial data
Total income from all sources2016-12-31$16,681
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$278,519
Total plan assets at beginning of year2016-12-31$261,838
Total contributions received or receivable from participants2016-12-31$7,550
Other income received2016-12-31$9,131
Net income (gross income less expenses)2016-12-31$16,681
Net plan assets at end of year (total assets less liabilities)2016-12-31$278,519
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$261,838
2015 : ROBERT M JACKSON CPA 2015 401k financial data
Total income from all sources2015-12-31$17,831
Expenses. Total of all expenses incurred2015-12-31$12
Total plan assets at end of year2015-12-31$261,838
Total plan assets at beginning of year2015-12-31$244,019
Total contributions received or receivable from participants2015-12-31$12,580
Other income received2015-12-31$5,251
Net income (gross income less expenses)2015-12-31$17,819
Net plan assets at end of year (total assets less liabilities)2015-12-31$261,838
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$244,019
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12
2014 : ROBERT M JACKSON CPA 2014 401k financial data
Total income from all sources2014-12-31$18,425
Expenses. Total of all expenses incurred2014-12-31$1,366
Total plan assets at end of year2014-12-31$244,019
Total plan assets at beginning of year2014-12-31$226,960
Total contributions received or receivable from participants2014-12-31$18,425
Expenses. Other expenses not covered elsewhere2014-12-31$1,342
Net income (gross income less expenses)2014-12-31$17,059
Net plan assets at end of year (total assets less liabilities)2014-12-31$244,019
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$226,960
Assets. Value of participant loans2014-12-31$1,756
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24
2013 : ROBERT M JACKSON CPA 2013 401k financial data
Total income from all sources2013-12-31$21,563
Expenses. Total of all expenses incurred2013-12-31$24
Total plan assets at end of year2013-12-31$226,960
Total plan assets at beginning of year2013-12-31$205,421
Total contributions received or receivable from participants2013-12-31$15,040
Other income received2013-12-31$6,523
Net income (gross income less expenses)2013-12-31$21,539
Net plan assets at end of year (total assets less liabilities)2013-12-31$226,960
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$205,421
Assets. Value of participant loans2013-12-31$9,271
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$24
2012 : ROBERT M JACKSON CPA 2012 401k financial data
Total income from all sources2012-12-31$52,261
Expenses. Total of all expenses incurred2012-12-31$24
Total plan assets at end of year2012-12-31$205,421
Total plan assets at beginning of year2012-12-31$153,184
Total contributions received or receivable from participants2012-12-31$46,540
Other income received2012-12-31$5,721
Net income (gross income less expenses)2012-12-31$52,237
Net plan assets at end of year (total assets less liabilities)2012-12-31$205,421
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$153,184
Assets. Value of participant loans2012-12-31$15,376
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$24
2011 : ROBERT M JACKSON CPA 2011 401k financial data
Total income from all sources2011-12-31$14,435
Expenses. Total of all expenses incurred2011-12-31$24
Total plan assets at end of year2011-12-31$153,184
Total plan assets at beginning of year2011-12-31$139,175
Total contributions received or receivable from participants2011-12-31$10,513
Expenses. Other expenses not covered elsewhere2011-12-31$24
Other income received2011-12-31$3,088
Net income (gross income less expenses)2011-12-31$14,411
Net plan assets at end of year (total assets less liabilities)2011-12-31$153,184
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$139,175
Assets. Value of participant loans2011-12-31$20,021
Total contributions received or receivable from employer(s)2011-12-31$834
2010 : ROBERT M JACKSON CPA 2010 401k financial data
Total income from all sources2010-12-31$16,742
Expenses. Total of all expenses incurred2010-12-31$24
Total plan assets at end of year2010-12-31$139,175
Total plan assets at beginning of year2010-12-31$119,408
Total contributions received or receivable from participants2010-12-31$12,375
Expenses. Other expenses not covered elsewhere2010-12-31$24
Other income received2010-12-31$2,532
Net income (gross income less expenses)2010-12-31$16,718
Net plan assets at end of year (total assets less liabilities)2010-12-31$139,175
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$119,408
Total contributions received or receivable from employer(s)2010-12-31$1,835

Form 5500 Responses for ROBERT M JACKSON CPA

2022: ROBERT M JACKSON CPA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT M JACKSON CPA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT M JACKSON CPA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT M JACKSON CPA 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT M JACKSON CPA 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: ROBERT M JACKSON CPA 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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