JOE TANNER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES
| Measure | Date | Value |
|---|
| 2022 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $67,299 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $67,299 |
| Total plan assets at end of year | 2022-12-31 | $0 |
| Total plan assets at beginning of year | 2022-12-31 | $67,299 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Net income (gross income less expenses) | 2022-12-31 | $-67,299 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $67,299 |
| 2021 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $7,358 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,249 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $8,249 |
| Total plan assets at end of year | 2021-12-31 | $67,299 |
| Total plan assets at beginning of year | 2021-12-31 | $68,190 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Other income received | 2021-12-31 | $7,358 |
| Net income (gross income less expenses) | 2021-12-31 | $-891 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $67,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $68,190 |
| Assets. Value of employer securities | 2021-12-31 | $66,215 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-239,065 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $30,330 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $30,330 |
| Total plan assets at end of year | 2020-12-31 | $68,190 |
| Total plan assets at beginning of year | 2020-12-31 | $337,585 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Other income received | 2020-12-31 | $-239,065 |
| Net income (gross income less expenses) | 2020-12-31 | $-269,395 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $68,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $337,585 |
| Assets. Value of employer securities | 2020-12-31 | $67,106 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $86,293 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $40,197 |
| Total plan assets at end of year | 2019-12-31 | $337,585 |
| Total plan assets at beginning of year | 2019-12-31 | $423,878 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $46,096 |
| Net income (gross income less expenses) | 2019-12-31 | $-86,293 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $337,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $423,878 |
| Assets. Value of employer securities | 2019-12-31 | $336,501 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-85,410 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $40 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $30,440 |
| Total plan assets at end of year | 2018-12-31 | $449,399 |
| Total plan assets at beginning of year | 2018-12-31 | $534,849 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $40 |
| Other income received | 2018-12-31 | $-86,410 |
| Net income (gross income less expenses) | 2018-12-31 | $-85,450 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $449,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $534,849 |
| Assets. Value of employer securities | 2018-12-31 | $448,283 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-111,222 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $271,349 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $271,217 |
| Total plan assets at end of year | 2017-12-31 | $534,849 |
| Total plan assets at beginning of year | 2017-12-31 | $917,420 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $132 |
| Other income received | 2017-12-31 | $-118,522 |
| Net income (gross income less expenses) | 2017-12-31 | $-382,571 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $534,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $917,420 |
| Assets. Value of employer securities | 2017-12-31 | $534,699 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $7,300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-94,624 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $917,420 |
| Total plan assets at beginning of year | 2016-12-31 | $1,012,044 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $-129,624 |
| Net income (gross income less expenses) | 2016-12-31 | $-94,624 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $917,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,012,044 |
| Assets. Value of employer securities | 2016-12-31 | $653,521 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,000 |
| 2015 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-102,619 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $75,101 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $75,101 |
| Total plan assets at end of year | 2015-12-31 | $808,044 |
| Total plan assets at beginning of year | 2015-12-31 | $985,764 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $-102,619 |
| Net income (gross income less expenses) | 2015-12-31 | $-177,720 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $808,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $985,764 |
| Assets. Value of employer securities | 2015-12-31 | $783,145 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $104,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $398,985 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $7,331 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $7,331 |
| Total plan assets at end of year | 2014-12-31 | $1,266,616 |
| Total plan assets at beginning of year | 2014-12-31 | $874,962 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $291,654 |
| Net income (gross income less expenses) | 2014-12-31 | $391,654 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,266,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $874,962 |
| Assets. Value of employer securities | 2014-12-31 | $1,166,616 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $107,331 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $31,914 |
| Total income from all sources | 2013-12-31 | $322,111 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $92,979 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $92,979 |
| Total plan assets at end of year | 2013-12-31 | $974,962 |
| Total plan assets at beginning of year | 2013-12-31 | $777,744 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $97,218 |
| Net income (gross income less expenses) | 2013-12-31 | $229,132 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $974,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $745,830 |
| Assets. Value of employer securities | 2013-12-31 | $874,962 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $224,893 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $31,914 |
| Total plan liabilities at beginning of year | 2012-12-31 | $199,765 |
| Total income from all sources | 2012-12-31 | $178,017 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,572 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $38,282 |
| Total plan assets at end of year | 2012-12-31 | $777,744 |
| Total plan assets at beginning of year | 2012-12-31 | $810,150 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,290 |
| Other income received | 2012-12-31 | $-32,406 |
| Net income (gross income less expenses) | 2012-12-31 | $135,445 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $745,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $610,385 |
| Assets. Value of employer securities | 2012-12-31 | $777,744 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $210,423 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $199,765 |
| Total plan liabilities at beginning of year | 2011-12-31 | $415,517 |
| Total income from all sources | 2011-12-31 | $148,408 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,671 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,029 |
| Total plan assets at end of year | 2011-12-31 | $810,150 |
| Total plan assets at beginning of year | 2011-12-31 | $891,165 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,642 |
| Other income received | 2011-12-31 | $-81,015 |
| Net income (gross income less expenses) | 2011-12-31 | $134,737 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $610,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $475,648 |
| Assets. Value of employer securities | 2011-12-31 | $810,150 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $229,423 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $415,517 |
| Total plan liabilities at beginning of year | 2010-12-31 | $625,072 |
| Total income from all sources | 2010-12-31 | $62,768 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,644 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,207 |
| Total plan assets at end of year | 2010-12-31 | $891,165 |
| Total plan assets at beginning of year | 2010-12-31 | $1,058,596 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $15,437 |
| Other income received | 2010-12-31 | $-167,431 |
| Net income (gross income less expenses) | 2010-12-31 | $42,124 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $475,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $433,524 |
| Assets. Value of employer securities | 2010-12-31 | $891,165 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $230,199 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $70,772 |
| 2022: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEE STOCK OWNERSHIP PLAN OF JOE TANNER & ASSOCIATES 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |