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TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JAMESON, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

JAMESON, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ALISIA MORALES2021-03-04
0012019-01-01ALISIA MORALES2020-07-21
0012018-01-01ALISIA MORALES2019-05-21
0012017-01-01ASHLEY CALLAHAN2018-05-23 ASHLEY CALLAHAN2018-05-23
0012016-01-01ASHLEY CALLAHAN2017-07-06 DAN SHEPLEY2017-07-06
0012015-01-01ASHLEY CALLAHAN2016-07-08 DAN SHEPLEY2016-07-08
0012014-01-01ASHLEY CALLAHAN2015-07-08 DAN SHEPLEY2015-07-08
0012013-01-01DAN SHEPLEY2014-10-15 DAN SHEPLEY2014-10-15
0012012-01-01DAN SHEPLEY2013-07-23 DAN SHEPLEY2013-07-23
0012011-01-01DAN SHEPLEY2012-10-16 DAN SHEPLEY2012-10-16
0012010-01-01DAN SHEPLEY2011-10-17 DAN SHEPLEY2011-10-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-157
Total number of particpants at end of year2025-10-157
Number of Participants With Account Balances2025-10-153

Financial Data on TAX DEFERRED ANNUITY PLAN OF JAMESON, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JAMESON, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15151075
Net assets as of the end of the plan year2025-10-15231553
Total assets as of the beginning of the plan year2025-10-15336636
Value of plan covered by a fidelity bond2025-10-1550000
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1545992
Plan net income in this plan year2025-10-15-105083
Net assets as of the end of the plan year2025-10-15231553
Net assets as of the beginning of the plan year2025-10-15336636
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1524

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