JAMES FINANCIAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES FINANCIAL GROUP PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| 2020: JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-35,347 |
| Total plan assets at end of year | 2022-12-31 | $397,105 |
| Total plan assets at beginning of year | 2022-12-31 | $432,452 |
| Other income received | 2022-12-31 | $-35,347 |
| Net income (gross income less expenses) | 2022-12-31 | $-35,347 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $397,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $432,452 |
| 2021 : JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $25,604 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $60 |
| Total plan assets at end of year | 2021-12-31 | $432,452 |
| Total plan assets at beginning of year | 2021-12-31 | $406,908 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $60 |
| Other income received | 2021-12-31 | $25,604 |
| Net income (gross income less expenses) | 2021-12-31 | $25,544 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $432,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $406,908 |
| 2020 : JAMES FINANCIAL GROUP PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $406,933 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $25 |
| Total plan assets at end of year | 2020-12-31 | $406,908 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $315,890 |
| Other income received | 2020-12-31 | $91,043 |
| Net income (gross income less expenses) | 2020-12-31 | $406,908 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $406,908 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
