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JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN
Plan identification number 001

JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JOHN P. SHACKELFORD, JR. P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. SHACKELFORD, JR. P.C.
Employer identification number (EIN):581977143
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN P. SHACKELFORD, JR. JOHN P. SHACKELFORD, JR.2013-07-25
0012011-01-01JOHN P. SHACKELFORD, JR. JOHN P. SHACKELFORD, JR.2012-10-11
0012010-01-01JOHN P. SHACKELFORD, JR. JOHN P. SHACKELFORD, JR.2011-07-13
0012009-01-01JOHN SHACKELFORD

Plan Statistics for JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN

Measure Date Value
2017: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN

Measure Date Value
2017 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$116,986
Expenses. Total of all expenses incurred2017-12-31$14,183
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$922,114
Total plan assets at beginning of year2017-12-31$819,311
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$116,986
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$102,803
Net plan assets at end of year (total assets less liabilities)2017-12-31$922,114
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$819,311
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,183
2016 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$86,234
Expenses. Total of all expenses incurred2016-12-31$12,532
Total plan assets at end of year2016-12-31$819,311
Total plan assets at beginning of year2016-12-31$745,609
Other income received2016-12-31$86,234
Net income (gross income less expenses)2016-12-31$73,702
Net plan assets at end of year (total assets less liabilities)2016-12-31$819,311
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$745,609
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,532
2015 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,241
Expenses. Total of all expenses incurred2015-12-31$14,243
Benefits paid (including direct rollovers)2015-12-31$1,816
Total plan assets at end of year2015-12-31$745,609
Total plan assets at beginning of year2015-12-31$758,611
Other income received2015-12-31$1,241
Net income (gross income less expenses)2015-12-31$-13,002
Net plan assets at end of year (total assets less liabilities)2015-12-31$745,609
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$758,611
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,427
2014 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$49,339
Expenses. Total of all expenses incurred2014-12-31$8,453
Total plan assets at end of year2014-12-31$758,611
Total plan assets at beginning of year2014-12-31$717,725
Other income received2014-12-31$49,339
Net income (gross income less expenses)2014-12-31$40,886
Net plan assets at end of year (total assets less liabilities)2014-12-31$758,611
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$717,725
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,453
2013 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$113,394
Expenses. Total of all expenses incurred2013-12-31$6,627
Total plan assets at end of year2013-12-31$717,725
Total plan assets at beginning of year2013-12-31$610,958
Other income received2013-12-31$113,394
Net income (gross income less expenses)2013-12-31$106,767
Net plan assets at end of year (total assets less liabilities)2013-12-31$717,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$610,958
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,627
2012 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,306
Expenses. Total of all expenses incurred2012-12-31$8,919
Total plan assets at end of year2012-12-31$610,958
Total plan assets at beginning of year2012-12-31$566,571
Other income received2012-12-31$53,306
Net income (gross income less expenses)2012-12-31$44,387
Net plan assets at end of year (total assets less liabilities)2012-12-31$610,958
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$566,571
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,919
2011 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-27,102
Expenses. Total of all expenses incurred2011-12-31$9,726
Total plan assets at end of year2011-12-31$566,571
Total plan assets at beginning of year2011-12-31$603,399
Value of fidelity bond covering the plan2011-12-31$65,000
Other income received2011-12-31$-27,102
Net income (gross income less expenses)2011-12-31$-36,828
Net plan assets at end of year (total assets less liabilities)2011-12-31$566,571
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$603,399
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,726
2010 : JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$47
Total income from all sources2010-12-31$76,112
Expenses. Total of all expenses incurred2010-12-31$8,745
Total plan assets at end of year2010-12-31$603,399
Total plan assets at beginning of year2010-12-31$536,079
Value of fidelity bond covering the plan2010-12-31$65,000
Other income received2010-12-31$76,112
Net income (gross income less expenses)2010-12-31$67,367
Net plan assets at end of year (total assets less liabilities)2010-12-31$603,399
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$536,032
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,745

Form 5500 Responses for JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN

2017: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN P. SHACKELFORD, JR. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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