THOMAS C. JONES CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS C. JONES CPA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : THOMAS C. JONES CPA 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-17 | 7138 |
| Net assets as of the end of the plan year | 2025-04-17 | 496889 |
| Total assets as of the beginning of the plan year | 2025-04-17 | 405761 |
| Value of plan covered by a fidelity bond | 2025-04-17 | 50000 |
| Participant contributions to plan in this plan year | 2025-04-17 | 35519 |
| Value of participant loans at end of plan year | 2025-04-17 | 6069 |
| Other income to plan in this plan year | 2025-04-17 | 47987 |
| Plan net income in this plan year | 2025-04-17 | 91128 |
| Net assets as of the end of the plan year | 2025-04-17 | 496889 |
| Net assets as of the beginning of the plan year | 2025-04-17 | 405761 |
| Employer contributions to plan in this plan year | 2025-04-17 | 14760 |
| Fees paid to broker by Benefit Provider | 2025-04-17 | 309 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-17 | 6446 |
| 2024 : THOMAS C. JONES CPA 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-01 | 5035 |
| Net assets as of the end of the plan year | 2024-04-01 | 405761 |
| Total assets as of the beginning of the plan year | 2024-04-01 | 321136 |
| Value of plan covered by a fidelity bond | 2024-04-01 | 35000 |
| Participant contributions to plan in this plan year | 2024-04-01 | 34566 |
| Value of participant loans at end of plan year | 2024-04-01 | 10019 |
| Other contributions to plan in this plan year | 2024-04-01 | 0 |
| Other income to plan in this plan year | 2024-04-01 | 42947 |
| Plan net income in this plan year | 2024-04-01 | 84625 |
| Net assets as of the end of the plan year | 2024-04-01 | 405761 |
| Net assets as of the beginning of the plan year | 2024-04-01 | 321136 |
| Employer contributions to plan in this plan year | 2024-04-01 | 12147 |
| Fees paid to broker by Benefit Provider | 2024-04-01 | 335 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-01 | 5035 |
| 2014 : THOMAS C. JONES CPA 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $20,862 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $90,898 |
| Total plan assets at beginning of year | 2014-12-31 | $70,036 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $25,419 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-4,557 |
| Net income (gross income less expenses) | 2014-12-31 | $20,862 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $90,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $70,036 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : THOMAS C. JONES CPA 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $14,589 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $70,036 |
| Total plan assets at beginning of year | 2013-12-31 | $55,447 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $5,589 |
| Net income (gross income less expenses) | 2013-12-31 | $14,589 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $70,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $55,447 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,000 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : THOMAS C. JONES CPA 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $16,294 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $55,447 |
| Total plan assets at beginning of year | 2012-12-31 | $39,153 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,492 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $3,244 |
| Net income (gross income less expenses) | 2012-12-31 | $16,294 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $55,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $39,153 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,558 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : THOMAS C. JONES CPA 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $15,871 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $39,153 |
| Total plan assets at beginning of year | 2011-12-31 | $23,282 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $13,166 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-461 |
| Net income (gross income less expenses) | 2011-12-31 | $15,871 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $39,153 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $23,282 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,166 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : THOMAS C. JONES CPA 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $11,701 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $23,282 |
| Total plan assets at beginning of year | 2010-12-31 | $11,581 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,234 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $1,233 |
| Net income (gross income less expenses) | 2010-12-31 | $11,701 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $23,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,581 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $234 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2009 : THOMAS C. JONES CPA 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
