401k Plan data: J. W. NUTT COMPANY 401(K) PLAN plan

J. W. NUTT COMPANY 401(K) PLAN 401k Plan overview

Plan Name	J. W. NUTT COMPANY 401(K) PLAN
Plan identification number	001

J. W. NUTT COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

J. W. NUTT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. W. NUTT COMPANY, INC.

Employer identification number (EIN): 710446630

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. W. NUTT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID W. NUTT DAVID W. NUTT 2018-07-05
001 2016-01-01 DAVID W. NUTT DAVID W. NUTT 2017-06-05
001 2015-01-01 DAVID W. NUTT
001 2015-01-01 DAVID W. NUTT
001 2014-01-01 DAVID W. NUTT DAVID W. NUTT 2015-04-28
001 2013-01-01 DAVID W. NUTT DAVID W. NUTT 2014-05-05
001 2012-01-01 DAVID W. NUTT DAVID W. NUTT 2013-06-27
001 2011-01-01 DAVID W. NUTT DAVID W. NUTT 2012-05-15
001 2010-01-01 DAVID W. NUTT
001 2009-01-01 DAVID W. NUTT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID W. NUTT	DAVID W. NUTT	2018-07-05
001	2016-01-01	DAVID W. NUTT	DAVID W. NUTT	2017-06-05
001	2015-01-01	DAVID W. NUTT
001	2015-01-01	DAVID W. NUTT
001	2014-01-01	DAVID W. NUTT	DAVID W. NUTT	2015-04-28
001	2013-01-01	DAVID W. NUTT	DAVID W. NUTT	2014-05-05
001	2012-01-01	DAVID W. NUTT	DAVID W. NUTT	2013-06-27
001	2011-01-01	DAVID W. NUTT	DAVID W. NUTT	2012-05-15
001	2010-01-01	DAVID W. NUTT
001	2009-01-01	DAVID W. NUTT

Plan Statistics for J. W. NUTT COMPANY 401(K) PLAN

401k plan membership statisitcs for J. W. NUTT COMPANY 401(K) PLAN

Measure Date Value
2022: J. W. NUTT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J. W. NUTT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 27
Number of participants with account balances 2021-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: J. W. NUTT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 28
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 28
2019: J. W. NUTT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 36
Total participants 2019-01-01 36
Number of participants with account balances 2019-01-01 30
2018: J. W. NUTT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 32
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 32
2017: J. W. NUTT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 32
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
2016: J. W. NUTT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 33
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 31
2015: J. W. NUTT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 22
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 33
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 33
2014: J. W. NUTT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 30
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 30
2013: J. W. NUTT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 31
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
2012: J. W. NUTT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 31
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 31
2011: J. W. NUTT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 31
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
2010: J. W. NUTT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 29
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: J. W. NUTT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 27
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27

Measure	Date	Value
2022: J. W. NUTT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J. W. NUTT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	27
Number of participants with account balances	2021-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: J. W. NUTT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	28
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	28
2019: J. W. NUTT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	36
Total participants	2019-01-01	36
Number of participants with account balances	2019-01-01	30
2018: J. W. NUTT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	32
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	32
2017: J. W. NUTT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	32
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
2016: J. W. NUTT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	33
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	31
2015: J. W. NUTT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	22
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	33
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	33
2014: J. W. NUTT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	30
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	30
2013: J. W. NUTT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	31
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
2012: J. W. NUTT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	31
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	31
2011: J. W. NUTT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	31
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
2010: J. W. NUTT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	29
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: J. W. NUTT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	27
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27

Financial Data on J. W. NUTT COMPANY 401(K) PLAN

Measure	Date	Value
2022 : J. W. NUTT COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$502,654
Expenses. Total of all expenses incurred	2022-12-31	$242,719
Benefits paid (including direct rollovers)	2022-12-31	$241,894
Total plan assets at end of year	2022-12-31	$27,035,717
Total plan assets at beginning of year	2022-12-31	$26,775,782
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$270,560
Other income received	2022-12-31	$232,094
Net income (gross income less expenses)	2022-12-31	$259,935
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$27,035,717
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$26,775,782
Assets. Value of participant loans	2022-12-31	$5,354
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$825
2021 : J. W. NUTT COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$4,652,587
Expenses. Total of all expenses incurred	2021-12-31	$664,414
Benefits paid (including direct rollovers)	2021-12-31	$662,587
Total plan assets at end of year	2021-12-31	$26,775,782
Total plan assets at beginning of year	2021-12-31	$22,787,609
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$231,527
Other income received	2021-12-31	$4,077,345
Net income (gross income less expenses)	2021-12-31	$3,988,173
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$26,775,782
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$22,787,609
Assets. Value of participant loans	2021-12-31	$6,741
Total contributions received or receivable from employer(s)	2021-12-31	$343,715
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,827
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : J. W. NUTT COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$231,807
Expenses. Total of all expenses incurred	2020-12-31	$2,874
Benefits paid (including direct rollovers)	2020-12-31	$2,770
Total plan assets at end of year	2020-12-31	$22,787,609
Total plan assets at beginning of year	2020-12-31	$22,558,676
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$246,640
Other income received	2020-12-31	$-293,819
Net income (gross income less expenses)	2020-12-31	$228,933
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$22,787,609
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$22,558,676
Total contributions received or receivable from employer(s)	2020-12-31	$278,986
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$104
2019 : J. W. NUTT COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,176,930
Expenses. Total of all expenses incurred	2019-12-31	$248,914
Benefits paid (including direct rollovers)	2019-12-31	$247,268
Total plan assets at end of year	2019-12-31	$22,558,676
Total plan assets at beginning of year	2019-12-31	$20,630,660
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$238,215
Other income received	2019-12-31	$1,636,939
Net income (gross income less expenses)	2019-12-31	$1,928,016
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$22,558,676
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$20,630,660
Total contributions received or receivable from employer(s)	2019-12-31	$301,776
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,646
2018 : J. W. NUTT COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-334,322
Expenses. Total of all expenses incurred	2018-12-31	$81,139
Benefits paid (including direct rollovers)	2018-12-31	$81,048
Total plan assets at end of year	2018-12-31	$20,630,660
Total plan assets at beginning of year	2018-12-31	$21,046,121
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$229,950
Other income received	2018-12-31	$-882,161
Net income (gross income less expenses)	2018-12-31	$-415,461
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$20,630,660
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$21,046,121
Total contributions received or receivable from employer(s)	2018-12-31	$317,889
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$91
2017 : J. W. NUTT COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,150,968
Expenses. Total of all expenses incurred	2017-12-31	$2,138,265
Benefits paid (including direct rollovers)	2017-12-31	$2,133,760
Total plan assets at end of year	2017-12-31	$21,046,121
Total plan assets at beginning of year	2017-12-31	$21,033,418
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$185,495
Other income received	2017-12-31	$1,689,328
Net income (gross income less expenses)	2017-12-31	$12,703
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$21,046,121
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$21,033,418
Total contributions received or receivable from employer(s)	2017-12-31	$276,145
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,505
2016 : J. W. NUTT COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$3,519,783
Expenses. Total of all expenses incurred	2016-12-31	$3,893,119
Benefits paid (including direct rollovers)	2016-12-31	$3,881,509
Total plan assets at end of year	2016-12-31	$21,033,418
Total plan assets at beginning of year	2016-12-31	$21,406,754
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$200,950
Other income received	2016-12-31	$3,050,891
Net income (gross income less expenses)	2016-12-31	$-373,336
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$21,033,418
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$21,406,754
Total contributions received or receivable from employer(s)	2016-12-31	$267,942
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,610
2015 : J. W. NUTT COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-1,118,366
Expenses. Total of all expenses incurred	2015-12-31	$18,208
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$21,406,754
Total plan assets at beginning of year	2015-12-31	$22,543,328
Value of fidelity bond covering the plan	2015-12-31	$4,000,000
Total contributions received or receivable from participants	2015-12-31	$232,070
Other income received	2015-12-31	$-1,627,169
Net income (gross income less expenses)	2015-12-31	$-1,136,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$21,406,754
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$22,543,328
Total contributions received or receivable from employer(s)	2015-12-31	$276,733
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,208
2014 : J. W. NUTT COMPANY 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$23,000
Total income from all sources	2014-12-31	$316,776
Expenses. Total of all expenses incurred	2014-12-31	$2,648,099
Benefits paid (including direct rollovers)	2014-12-31	$2,628,728
Total plan assets at end of year	2014-12-31	$22,543,328
Total plan assets at beginning of year	2014-12-31	$24,897,651
Value of fidelity bond covering the plan	2014-12-31	$4,000,000
Total contributions received or receivable from participants	2014-12-31	$199,730
Other income received	2014-12-31	$-123,621
Net income (gross income less expenses)	2014-12-31	$-2,331,323
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$22,543,328
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$24,874,651
Total contributions received or receivable from employer(s)	2014-12-31	$240,667
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,371
2013 : J. W. NUTT COMPANY 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$23,000
Total income from all sources	2013-12-31	$3,617,642
Expenses. Total of all expenses incurred	2013-12-31	$1,253,638
Benefits paid (including direct rollovers)	2013-12-31	$1,233,806
Total plan assets at end of year	2013-12-31	$24,897,651
Total plan assets at beginning of year	2013-12-31	$22,510,647
Value of fidelity bond covering the plan	2013-12-31	$4,000,000
Total contributions received or receivable from participants	2013-12-31	$201,200
Other income received	2013-12-31	$3,205,297
Net income (gross income less expenses)	2013-12-31	$2,364,004
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$24,874,651
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$22,510,647
Total contributions received or receivable from employer(s)	2013-12-31	$211,145
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$19,832
2012 : J. W. NUTT COMPANY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$2,609
Total income from all sources	2012-12-31	$1,811,625
Expenses. Total of all expenses incurred	2012-12-31	$642,471
Benefits paid (including direct rollovers)	2012-12-31	$626,645
Total plan assets at end of year	2012-12-31	$22,510,647
Total plan assets at beginning of year	2012-12-31	$21,338,884
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Total contributions received or receivable from participants	2012-12-31	$175,915
Other income received	2012-12-31	$1,402,273
Net income (gross income less expenses)	2012-12-31	$1,169,154
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$22,510,647
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$21,338,884
Total contributions received or receivable from employer(s)	2012-12-31	$233,437
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,826
2011 : J. W. NUTT COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-833,180
Expenses. Total of all expenses incurred	2011-12-31	$36,182
Benefits paid (including direct rollovers)	2011-12-31	$31,000
Total plan assets at end of year	2011-12-31	$21,338,884
Total plan assets at beginning of year	2011-12-31	$22,208,246
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$182,270
Other income received	2011-12-31	$-1,273,774
Net income (gross income less expenses)	2011-12-31	$-869,362
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$21,338,884
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$22,208,246
Total contributions received or receivable from employer(s)	2011-12-31	$258,324
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,182
2010 : J. W. NUTT COMPANY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$32,062
Total income from all sources	2010-12-31	$3,518,939
Expenses. Total of all expenses incurred	2010-12-31	$4,422,085
Benefits paid (including direct rollovers)	2010-12-31	$4,417,421
Total plan assets at end of year	2010-12-31	$22,208,246
Total plan assets at beginning of year	2010-12-31	$23,079,330
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$188,520
Other income received	2010-12-31	$3,103,623
Net income (gross income less expenses)	2010-12-31	$-903,146
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$22,208,246
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$23,079,330
Total contributions received or receivable from employer(s)	2010-12-31	$226,796
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,664

Form 5500 Responses for J. W. NUTT COMPANY 401(K) PLAN

2022: J. W. NUTT COMPANY 401(K) PLAN 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	No
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: J. W. NUTT COMPANY 401(K) PLAN 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: J. W. NUTT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. W. NUTT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J. W. NUTT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J. W. NUTT COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J. W. NUTT COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J. W. NUTT COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J. W. NUTT COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J. W. NUTT COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. W. NUTT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. W. NUTT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J. W. NUTT COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J. W. NUTT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. W. NUTT COMPANY, INC.
Employer identification number (EIN):	710446630
NAIC Classification:	523120
NAIC Description:	Securities Brokerage