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EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS has sponsored the creation of one or more 401k plans.

Company Name:JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS
Employer identification number (EIN):421407002
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RUTH MUSSETT2024-06-13
0012022-01-01RUTH MUSSETT2023-07-18
0012021-01-01RUTH MUSSETT2022-08-01
0012020-01-01BETSY HORSTMAN2021-09-30
0012019-01-01MICHELE ROBERTS2020-08-07
0012018-01-01DONNA POND2019-03-15
0012017-01-01JAMES JACKSON2018-04-06 JAMES JACKSON2018-04-06
0012016-01-01JAMES JACKSON2017-04-12 JAMES JACKSON2017-04-12
0012014-01-01JAMES JACKSON2015-04-23 JAMES JACKSON2015-04-23
0012013-01-01JAMES JACKSON2014-07-11 JAMES JACKSON2014-07-11
0012012-01-01JAMES JACKSON2013-06-25 JAMES JACKSON2013-06-25
0012011-01-01JAMES JACKSON2012-07-06 JAMES JACKSON2012-07-06
0012010-01-01JAMES JACKSON2011-05-11

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2025 401k membership
Total number of particpants at beginning of year2025-05-159
Total number of particpants at end of year2025-05-159
Number of Participants With Account Balances2025-05-159
2024: EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2024 401k membership
Total number of particpants at beginning of year2024-06-1310
Total number of particpants at end of year2024-06-139
Number of Participants With Account Balances2024-06-139
2022: EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2022 401k membership
Total number of particpants at beginning of year2022-08-019
Total number of particpants at end of year2022-08-019
Number of Participants With Account Balances2022-08-019

Financial Data on EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-150
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-1590
Net assets as of the end of the plan year2025-05-15936023
Total assets as of the beginning of the plan year2025-05-15795713
Value of plan covered by a fidelity bond2025-05-15500000
Participant contributions to plan in this plan year2025-05-1574370
Other expenses paid from plan in this plan year2025-05-150
Other contributions to plan in this plan year2025-05-150
Other income to plan in this plan year2025-05-1546225
Plan net income in this plan year2025-05-15140310
Net assets as of the end of the plan year2025-05-15936023
Net assets as of the beginning of the plan year2025-05-15795713
Employer contributions to plan in this plan year2025-05-1519805
Fees paid to broker by Benefit Provider2025-05-1523
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1590
2024 : EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-136568
Net assets as of the end of the plan year2024-06-13795713
Total assets as of the beginning of the plan year2024-06-13732149
Value of plan covered by a fidelity bond2024-06-13261000
Participant contributions to plan in this plan year2024-06-1316542
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-1344665
Plan net income in this plan year2024-06-1363564
Net assets as of the end of the plan year2024-06-13795713
Net assets as of the beginning of the plan year2024-06-13732149
Employer contributions to plan in this plan year2024-06-138925
Fees paid to broker by Benefit Provider2024-06-1356
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1356
2022 : EMPLOYEE BENEFIT PLAN OF JACKSON'S INTERNATIONAL AUCTIONEERS & APPRAISERS 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-010
Total liabilities as of the end of the plan year2022-08-010
Total liabilities as of the beginning of the plan year2022-08-010
Total expenses incurred by plan in this plan year2022-08-0119628
Net assets as of the end of the plan year2022-08-01734993
Total assets as of the beginning of the plan year2022-08-01688868
Value of plan covered by a fidelity bond2022-08-01261000
Participant contributions to plan in this plan year2022-08-0113736
Other expenses paid from plan in this plan year2022-08-0172
Other contributions to plan in this plan year2022-08-011568
Other income to plan in this plan year2022-08-0139636
Plan net income in this plan year2022-08-0146125
Net assets as of the end of the plan year2022-08-01734993
Net assets as of the beginning of the plan year2022-08-01688868
Employer contributions to plan in this plan year2022-08-0110813
Fees paid to broker by Benefit Provider2022-08-0161

Potentially related plans

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