401k Plan data: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D plan

HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 401k Plan overview

Plan Name	HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D
Plan identification number	001

HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JONES TRUST has sponsored the creation of one or more 401k plans.

Company Name: JONES TRUST

Employer identification number (EIN): 710718507

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JONES TRUST

Jurisdiction of Incorporation: Arkansas Secretary of State

Incorporation Date:

Company Identification Number: 100098789

More information about JONES TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2014-09-05
001 2012-01-01 HOGANTAYLOR LLP PREPARER
001 2011-01-01 HOGANTAYLOR LLP PREPARER
001 2009-01-01 HOGAN TAYLOR LLP

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	HOGANTAYLOR LLP PREPARER	HOGANTAYLOR LLP PREPARER	2014-09-05
001	2012-01-01	HOGANTAYLOR LLP PREPARER
001	2011-01-01	HOGANTAYLOR LLP PREPARER
001	2009-01-01	HOGAN TAYLOR LLP

Plan Statistics for HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D

401k plan membership statisitcs for HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D

Measure Date Value
2013: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total participants 2013-01-01 0
2012: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 27
Total participants 2012-01-01 27
2011: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
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 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 4
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 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total participants	2013-01-01	0
2012: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	27
Total participants	2012-01-01	27
2011: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
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	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	4
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	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D

Measure	Date	Value
2013 : HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-845,908
Total income from all sources	2013-12-31	$164,755
Expenses. Total of all expenses incurred	2013-12-31	$100,179
Benefits paid (including direct rollovers)	2013-12-31	$100,179
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$781,332
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$164,755
Net income (gross income less expenses)	2013-12-31	$64,576
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$781,332
2012 : HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2012 401k financial data
Total income from all sources	2012-12-31	$116,642
Expenses. Total of all expenses incurred	2012-12-31	$54,745
Benefits paid (including direct rollovers)	2012-12-31	$53,310
Total plan assets at end of year	2012-12-31	$781,332
Total plan assets at beginning of year	2012-12-31	$719,435
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$23,565
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,435
Other income received	2012-12-31	$81,500
Net income (gross income less expenses)	2012-12-31	$61,897
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$781,332
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$719,435
Total contributions received or receivable from employer(s)	2012-12-31	$11,577
2011 : HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2011 401k financial data
Total income from all sources	2011-12-31	$75,477
Expenses. Total of all expenses incurred	2011-12-31	$106,554
Benefits paid (including direct rollovers)	2011-12-31	$106,554
Total plan assets at end of year	2011-12-31	$719,435
Total plan assets at beginning of year	2011-12-31	$750,512
Value of fidelity bond covering the plan	2011-12-31	$75,051
Total contributions received or receivable from participants	2011-12-31	$36,355
Other income received	2011-12-31	$9,952
Net income (gross income less expenses)	2011-12-31	$-31,077
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$719,435
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$750,512
Total contributions received or receivable from employer(s)	2011-12-31	$29,170
2010 : HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2010 401k financial data
Total income from all sources	2010-12-31	$144,258
Expenses. Total of all expenses incurred	2010-12-31	$30,637
Benefits paid (including direct rollovers)	2010-12-31	$30,637
Total plan assets at end of year	2010-12-31	$750,512
Total plan assets at beginning of year	2010-12-31	$636,891
Value of fidelity bond covering the plan	2010-12-31	$75,051
Total contributions received or receivable from participants	2010-12-31	$29,786
Other income received	2010-12-31	$71,959
Net income (gross income less expenses)	2010-12-31	$113,621
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$750,512
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$636,891
Total contributions received or receivable from employer(s)	2010-12-31	$42,513

Form 5500 Responses for HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D

2013: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HARVEY & BERNICE JONES CENTER FOR FAMILIES INC DEFINED CONTRIBUTION RETIREMENT PLAN (FORMERLY FILED AS JONES CENTER FOR FAMILIES INC D 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JONES TRUST
Employer identification number (EIN):	710718507
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Arkansas Secretary of State
Incorporation Date:
Company Identification Number:	100098789