401k Plan data: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN plan

JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN E. STEPHENS, INC. PROFIT SHARING PLAN
Plan identification number	001

JOHN E. STEPHENS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN E. STEPHENS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN E. STEPHENS, INC.

Employer identification number (EIN): 710463319

NAIC Classification: 111900
NAIC Description: Other Crop Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. STEPHENS, INC. PROFIT SHARING 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 JOHN E. STEPHENS, PRESIDENT
001 2017-01-01 JOHN E. STEPHENS, PRESIDENT
001 2016-01-01 JOHN E. STEPHENS, PRESIDENT
001 2015-01-01 JOHN E. STEPHENS, PRESIDENT
001 2014-01-01 JAMES C. MOSER, JR. AUTHORIZED MEM.
001 2013-01-01 JAMES C. MOSER, JR.
001 2012-01-01 JAMES C. MOSER, JR.
001 2011-01-01 JAMES C. MOSER, JR.
001 2010-01-01 JAMES MOSER, JR.
001 2009-01-01 JAMES MOSER JR.

Plan Statistics for JOHN E. STEPHENS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN E. STEPHENS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 2
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	2
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN E. STEPHENS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-301,103
Expenses. Total of all expenses incurred	2022-12-31	$111,721
Benefits paid (including direct rollovers)	2022-12-31	$91,897
Total plan assets at end of year	2022-12-31	$2,287,650
Total plan assets at beginning of year	2022-12-31	$2,700,474
Value of fidelity bond covering the plan	2022-12-31	$300,000
Other income received	2022-12-31	$-402,840
Net income (gross income less expenses)	2022-12-31	$-412,824
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,287,650
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,700,474
Total contributions received or receivable from employer(s)	2022-12-31	$101,737
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$19,824
2021 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$436,682
Expenses. Total of all expenses incurred	2021-12-31	$91,181
Benefits paid (including direct rollovers)	2021-12-31	$70,307
Total plan assets at end of year	2021-12-31	$2,700,474
Total plan assets at beginning of year	2021-12-31	$2,354,973
Value of fidelity bond covering the plan	2021-12-31	$300,000
Other income received	2021-12-31	$341,682
Net income (gross income less expenses)	2021-12-31	$345,501
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,700,474
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,354,973
Total contributions received or receivable from employer(s)	2021-12-31	$95,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,874
2020 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$414,977
Expenses. Total of all expenses incurred	2020-12-31	$16,889
Total plan assets at end of year	2020-12-31	$2,354,973
Total plan assets at beginning of year	2020-12-31	$1,956,885
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$319,977
Net income (gross income less expenses)	2020-12-31	$398,088
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,354,973
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,956,885
Total contributions received or receivable from employer(s)	2020-12-31	$95,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$16,889
2019 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$433,523
Expenses. Total of all expenses incurred	2019-12-31	$208,666
Benefits paid (including direct rollovers)	2019-12-31	$192,517
Total plan assets at end of year	2019-12-31	$1,956,885
Total plan assets at beginning of year	2019-12-31	$1,732,028
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$353,523
Net income (gross income less expenses)	2019-12-31	$224,857
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,956,885
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,732,028
Total contributions received or receivable from employer(s)	2019-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$16,149
2018 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-93,962
Expenses. Total of all expenses incurred	2018-12-31	$22,775
Benefits paid (including direct rollovers)	2018-12-31	$6,737
Total plan assets at end of year	2018-12-31	$1,732,028
Total plan assets at beginning of year	2018-12-31	$1,848,765
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$-173,962
Net income (gross income less expenses)	2018-12-31	$-116,737
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,732,028
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,848,765
Total contributions received or receivable from employer(s)	2018-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,038
2017 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$333,628
Expenses. Total of all expenses incurred	2017-12-31	$15,091
Total plan assets at end of year	2017-12-31	$1,848,765
Total plan assets at beginning of year	2017-12-31	$1,530,228
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$253,628
Net income (gross income less expenses)	2017-12-31	$318,537
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,848,765
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,530,228
Total contributions received or receivable from employer(s)	2017-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,091
2016 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$173,195
Expenses. Total of all expenses incurred	2016-12-31	$12,442
Total plan assets at end of year	2016-12-31	$1,530,228
Total plan assets at beginning of year	2016-12-31	$1,369,475
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$93,195
Net income (gross income less expenses)	2016-12-31	$160,753
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,530,228
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,369,475
Total contributions received or receivable from employer(s)	2016-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,442
2015 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$72,443
Expenses. Total of all expenses incurred	2015-12-31	$11,661
Total plan assets at end of year	2015-12-31	$1,369,475
Total plan assets at beginning of year	2015-12-31	$1,308,693
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-27,557
Net income (gross income less expenses)	2015-12-31	$60,782
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,369,475
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,308,693
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,661
2014 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$91,649
Expenses. Total of all expenses incurred	2014-12-31	$13,507
Total plan assets at end of year	2014-12-31	$1,308,693
Total plan assets at beginning of year	2014-12-31	$1,230,551
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-8,351
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$78,142
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,308,693
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,230,551
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,507
2013 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$259,451
Expenses. Total of all expenses incurred	2013-12-31	$12,043
Total plan assets at end of year	2013-12-31	$1,230,551
Total plan assets at beginning of year	2013-12-31	$983,143
Value of fidelity bond covering the plan	2013-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$30
Other income received	2013-12-31	$159,451
Net income (gross income less expenses)	2013-12-31	$247,408
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,230,551
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$983,143
Total contributions received or receivable from employer(s)	2013-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,013
2012 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$152,399
Expenses. Total of all expenses incurred	2012-12-31	$11,079
Total plan assets at end of year	2012-12-31	$983,143
Total plan assets at beginning of year	2012-12-31	$841,823
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$11
Other income received	2012-12-31	$92,399
Net income (gross income less expenses)	2012-12-31	$141,320
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$983,143
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$841,823
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,068
2011 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,604
Expenses. Total of all expenses incurred	2011-12-31	$10,692
Total plan assets at end of year	2011-12-31	$841,823
Total plan assets at beginning of year	2011-12-31	$819,219
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$41
Other income received	2011-12-31	$-37,396
Net income (gross income less expenses)	2011-12-31	$11,912
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$841,823
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$819,219
Total contributions received or receivable from employer(s)	2011-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,651
2010 : JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$188,682
Expenses. Total of all expenses incurred	2010-12-31	$8,734
Total plan assets at end of year	2010-12-31	$819,219
Total plan assets at beginning of year	2010-12-31	$639,271
Value of fidelity bond covering the plan	2010-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$51
Other income received	2010-12-31	$128,682
Net income (gross income less expenses)	2010-12-31	$179,948
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$819,219
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$639,271
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$8,683

Form 5500 Responses for JOHN E. STEPHENS, INC. PROFIT SHARING PLAN

2022: JOHN E. STEPHENS, INC. PROFIT SHARING 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: JOHN E. STEPHENS, INC. PROFIT SHARING 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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
2010: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN E. STEPHENS, INC. PROFIT SHARING PLAN 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

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Company Name:	JOHN E. STEPHENS, INC.
Employer identification number (EIN):	710463319
NAIC Classification:	111900
NAIC Description:	Other Crop Farming