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| Plan Name | TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMESON, INC. |
| Employer identification number (EIN): | 351156756 |
| NAIC Classification: | 721210 |
| NAIC Description: | RV (Recreational Vehicle) Parks and Recreational Camps |
Additional information about JAMESON, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2005-07-25 |
| Company Identification Number: | P05000104038 |
| Legal Registered Office Address: |
19520 NE 19TH PLACE MIAMI 33179 |
More information about JAMESON, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | ALISIA MORALES | 2021-03-04 | ||
| 001 | 2019-01-01 | ALISIA MORALES | 2020-07-21 | ||
| 001 | 2018-01-01 | ALISIA MORALES | 2019-05-21 | ||
| 001 | 2017-01-01 | ASHLEY CALLAHAN | 2018-05-23 | ASHLEY CALLAHAN | 2018-05-23 |
| 001 | 2016-01-01 | ASHLEY CALLAHAN | 2017-07-06 | DAN SHEPLEY | 2017-07-06 |
| 001 | 2015-01-01 | ASHLEY CALLAHAN | 2016-07-08 | DAN SHEPLEY | 2016-07-08 |
| 001 | 2014-01-01 | ASHLEY CALLAHAN | 2015-07-08 | DAN SHEPLEY | 2015-07-08 |
| 001 | 2013-01-01 | DAN SHEPLEY | 2014-10-15 | DAN SHEPLEY | 2014-10-15 |
| 001 | 2012-01-01 | DAN SHEPLEY | 2013-07-23 | DAN SHEPLEY | 2013-07-23 |
| 001 | 2011-01-01 | DAN SHEPLEY | 2012-10-16 | DAN SHEPLEY | 2012-10-16 |
| 001 | 2010-01-01 | DAN SHEPLEY | 2011-10-17 | DAN SHEPLEY | 2011-10-17 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-15 | 7 |
| Total number of particpants at end of year | 2025-10-15 | 7 |
| Number of Participants With Account Balances | 2025-10-15 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 151075 |
| Net assets as of the end of the plan year | 2025-10-15 | 231553 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 336636 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 45992 |
| Plan net income in this plan year | 2025-10-15 | -105083 |
| Net assets as of the end of the plan year | 2025-10-15 | 231553 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 336636 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 24 |