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LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF JEFFREY A. JONES 401(K) PLAN
Plan identification number 001

LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LAW OFFICE OF JEFFREY A. JONES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JEFFREY A. JONES, P.A.
Employer identification number (EIN):411984906
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY JONES2024-02-04 JEFFREY JONES2024-02-04
0012022-01-01JEFFREY JONES2023-05-15 JEFFREY JONES2023-05-15
0012021-01-01JEFFREY JONES2022-10-11 JEFFREY JONES2022-10-11
0012021-01-01JEFFREY JONES2022-10-11 JEFFREY JONES2022-10-11
0012020-01-01JEFFREY JONES2021-08-30 JEFFREY JONES2021-08-30
0012018-01-01JEFFREY JONES2019-10-10 JEFFREY JONES2019-10-10
0012017-01-01JEFFREY JONES2018-01-31 JEFFREY JONES2018-01-31
0012016-01-01JEFFREY JONES2017-02-28 JEFFREY JONES2017-02-28
0012015-01-01JEFFREY JONES2016-07-26 JEFFREY JONES2016-07-26
0012013-01-01JEFFREY JONES2015-05-07 JEFFREY JONES2015-05-07

Plan Statistics for LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN

401k plan membership statisitcs for LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN

Measure Date Value
2025: LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2910
Total number of particpants at end of year2025-05-2910
Number of Participants With Account Balances2025-05-299
2024: LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-0510
Total number of particpants at end of year2024-02-058
Number of Participants With Account Balances2024-02-058
2022: LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-129
Total number of particpants at end of year2022-10-129
Number of Participants With Account Balances2022-10-129

Financial Data on LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-29566
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-2911997
Net assets as of the end of the plan year2025-05-291999345
Total assets as of the beginning of the plan year2025-05-291522911
Value of plan covered by a fidelity bond2025-05-29150000
Participant contributions to plan in this plan year2025-05-2991300
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-290
Other income to plan in this plan year2025-05-29294420
Plan net income in this plan year2025-05-29475868
Net assets as of the end of the plan year2025-05-291998779
Net assets as of the beginning of the plan year2025-05-291522911
Employer contributions to plan in this plan year2025-05-29102145
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2911997
2024 : LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-02-050
Total liabilities as of the beginning of the plan year2024-02-050
Total expenses incurred by plan in this plan year2024-02-0597499
Net assets as of the end of the plan year2024-02-051522911
Total assets as of the beginning of the plan year2024-02-051296292
Value of plan covered by a fidelity bond2024-02-05150000
Participant contributions to plan in this plan year2024-02-0571700
Other contributions to plan in this plan year2024-02-050
Other income to plan in this plan year2024-02-05150262
Plan net income in this plan year2024-02-05226619
Net assets as of the end of the plan year2024-02-051522911
Net assets as of the beginning of the plan year2024-02-051296292
Employer contributions to plan in this plan year2024-02-05102156
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-059215
2022 : LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-12183
Total liabilities as of the beginning of the plan year2022-10-12183
Total expenses incurred by plan in this plan year2022-10-1222172
Net assets as of the end of the plan year2022-10-121221367
Total assets as of the beginning of the plan year2022-10-12920706
Value of plan covered by a fidelity bond2022-10-1250000
Participant contributions to plan in this plan year2022-10-1250300
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12192963
Plan net income in this plan year2022-10-12300661
Net assets as of the end of the plan year2022-10-121221184
Net assets as of the beginning of the plan year2022-10-12920523
Employer contributions to plan in this plan year2022-10-1279570
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-127172

Potentially related plans

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