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JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN 401k Plan overview

Plan NameJOHN P. JESTER ASSOCIATES, INC 401(K) PLAN
Plan identification number 001

JOHN P. JESTER ASSOCIATES, INC 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JOHN P. JESTER ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. JESTER ASSOCIATES, INC
Employer identification number (EIN):231909838
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN JESTER2024-09-17 JOHN JESTER2024-09-17
0012022-01-01JOHN JESTER2023-09-28 JOHN JESTER2023-09-28
0012021-01-01JOHN JESTER2022-07-14 JOHN JESTER2022-07-14
0012020-01-01JOHN JESTER2021-05-03 JOHN JESTER2021-05-03
0012019-01-01JOHN JESTER2020-09-28
0012018-01-01JOHN JESTER JR2019-09-19 JOHN JESTER JR2019-09-19
0012017-01-01JOHN JESTER2018-07-18 JOHN JESTER2018-07-18
0012016-01-01JOHN JESTER2017-07-06 JOHN JESTER2017-07-06
0012015-01-01JOHN JESTER2016-07-08 JOHN JESTER2016-07-08
0012014-01-01JOHN JESTER2015-07-16 JOHN JESTER2015-07-16
0012013-01-01JOHN JESTER2014-07-18
0012012-01-01JOHN JESTER JR2013-07-22 JOHN JESTER2013-07-22
0012011-01-01JOHN JESTER JR2012-07-13 JOHN JESTER JR2012-07-13
0012010-01-01JOHN JESTER JR2011-07-20

Financial Data on JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN

Measure Date Value
2025 : JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-063232
Net assets as of the end of the plan year2025-10-06714947
Total assets as of the beginning of the plan year2025-10-06584326
Value of plan covered by a fidelity bond2025-10-06250000
Participant contributions to plan in this plan year2025-10-0629914
Value of participant loans at end of plan year2025-10-063800
Other income to plan in this plan year2025-10-06103939
Plan net income in this plan year2025-10-06130621
Net assets as of the end of the plan year2025-10-06714947
Net assets as of the beginning of the plan year2025-10-06584326
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-063232
2024 : JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-172495
Net assets as of the end of the plan year2024-09-17584326
Total assets as of the beginning of the plan year2024-09-17453420
Value of plan covered by a fidelity bond2024-09-17250000
Participant contributions to plan in this plan year2024-09-1733438
Value of participant loans at end of plan year2024-09-173800
Other income to plan in this plan year2024-09-1799963
Plan net income in this plan year2024-09-17130906
Net assets as of the end of the plan year2024-09-17584326
Net assets as of the beginning of the plan year2024-09-17453420
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-172495
2022 : JOHN P. JESTER ASSOCIATES, INC 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1424314
Net assets as of the end of the plan year2022-07-14534085
Total assets as of the beginning of the plan year2022-07-14421624
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-1457083
Value of participant loans at end of plan year2022-07-140
Other income to plan in this plan year2022-07-1479692
Plan net income in this plan year2022-07-14112461
Net assets as of the end of the plan year2022-07-14534085
Net assets as of the beginning of the plan year2022-07-14421624
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-142417

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