JACKSON FAMILY PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA
| Measure | Date | Value |
|---|
| 2023 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $1,213 |
| Total income from all sources | 2023-12-31 | $110,738 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,283 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,213 |
| Total plan assets at end of year | 2023-12-31 | $438,826 |
| Total plan assets at beginning of year | 2023-12-31 | $328,158 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $33,810 |
| Other income received | 2023-12-31 | $46,430 |
| Net income (gross income less expenses) | 2023-12-31 | $109,455 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $437,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $328,158 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $30,498 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $70 |
| 2022 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $2,604 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $328,158 |
| Total plan assets at beginning of year | 2022-12-31 | $325,554 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $29,292 |
| Other income received | 2022-12-31 | $-52,871 |
| Net income (gross income less expenses) | 2022-12-31 | $2,604 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $328,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $325,554 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $26,183 |
| 2021 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $75,599 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $18,034 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $17,894 |
| Total plan assets at end of year | 2021-12-31 | $325,554 |
| Total plan assets at beginning of year | 2021-12-31 | $267,989 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $20,962 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,922 |
| Other income received | 2021-12-31 | $32,238 |
| Net income (gross income less expenses) | 2021-12-31 | $57,565 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $325,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $267,989 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $18,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $140 |
| 2020 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $62,671 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $7,527 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,352 |
| Total plan assets at end of year | 2020-12-31 | $267,989 |
| Total plan assets at beginning of year | 2020-12-31 | $212,845 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $14,930 |
| Other income received | 2020-12-31 | $35,450 |
| Net income (gross income less expenses) | 2020-12-31 | $55,144 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $267,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $212,845 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $12,291 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $175 |
| 2019 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $62,441 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,048 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,908 |
| Total plan assets at end of year | 2019-12-31 | $212,845 |
| Total plan assets at beginning of year | 2019-12-31 | $155,452 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $14,326 |
| Other income received | 2019-12-31 | $36,396 |
| Net income (gross income less expenses) | 2019-12-31 | $57,393 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $212,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $155,452 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $140 |
| 2018 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $18,931 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $155,452 |
| Total plan assets at beginning of year | 2018-12-31 | $136,521 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $15,083 |
| Other income received | 2018-12-31 | $-8,076 |
| Net income (gross income less expenses) | 2018-12-31 | $18,931 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $155,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $136,521 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,924 |
| 2017 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $40,980 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $136,521 |
| Total plan assets at beginning of year | 2017-12-31 | $95,541 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $13,314 |
| Other income received | 2017-12-31 | $17,118 |
| Net income (gross income less expenses) | 2017-12-31 | $40,980 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $136,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $95,541 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $10,548 |
| 2016 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $44,478 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $134,558 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $134,313 |
| Total plan assets at end of year | 2016-12-31 | $95,541 |
| Total plan assets at beginning of year | 2016-12-31 | $185,621 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $26,770 |
| Other income received | 2016-12-31 | $4,972 |
| Net income (gross income less expenses) | 2016-12-31 | $-90,080 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $95,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $185,621 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,736 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $245 |
| 2015 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $51,372 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,430 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,360 |
| Total plan assets at end of year | 2015-12-31 | $185,621 |
| Total plan assets at beginning of year | 2015-12-31 | $136,679 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $37,692 |
| Other income received | 2015-12-31 | $-242 |
| Net income (gross income less expenses) | 2015-12-31 | $48,942 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $185,621 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $136,679 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,922 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $70 |
| 2014 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $51,924 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $598 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $528 |
| Total plan assets at end of year | 2014-12-31 | $136,679 |
| Total plan assets at beginning of year | 2014-12-31 | $85,353 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $33,977 |
| Other income received | 2014-12-31 | $4,267 |
| Net income (gross income less expenses) | 2014-12-31 | $51,326 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $136,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $85,353 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,680 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $70 |
| 2013 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $54,241 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $6,373 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,373 |
| Total plan assets at end of year | 2013-12-31 | $85,353 |
| Total plan assets at beginning of year | 2013-12-31 | $37,485 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $29,195 |
| Other income received | 2013-12-31 | $13,299 |
| Net income (gross income less expenses) | 2013-12-31 | $47,868 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $85,353 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,485 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,747 |
| 2012 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $33,085 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,041 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,041 |
| Total plan assets at end of year | 2012-12-31 | $37,485 |
| Total plan assets at beginning of year | 2012-12-31 | $6,441 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $24,121 |
| Other income received | 2012-12-31 | $1,590 |
| Net income (gross income less expenses) | 2012-12-31 | $31,044 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $37,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,441 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,374 |
| 2011 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $6,441 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $6,441 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $4,368 |
| Other income received | 2011-12-31 | $31 |
| Net income (gross income less expenses) | 2011-12-31 | $6,441 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,042 |
