401k Plan data: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST plan

JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JONES & KELLER, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JONES & KELLER, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 841157986

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 T R BICK 2023-06-27
001 2021-01-01 T R BICK 2022-07-18
001 2020-01-01 T R BICK 2021-07-28
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01 T R BICK 2017-09-28
001 2015-01-01 JONES&KELLERPC KEVIN BROWN 2016-03-29
001 2014-01-01 JONES&KELLERPC KEVIN BROWN 2015-07-06
001 2013-01-01 JONES&KELLERPC KEVIN BROWN 2014-09-15
001 2012-01-01 JONES&KELLERPC KEVIN BROWN
001 2011-01-01 JONESANDKELLERPC KEVINLBROWN
001 2010-01-01 JONESANDKELLERPC KEVINLBROWN
001 2009-01-01 KEVIN BROWN
001 2008-01-01 KEVIN BROWN
001 2007-01-01 KEVIN BROWN
001 2006-01-01 KEVIN BROWN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	T R BICK	2023-06-27
001	2021-01-01	T R BICK	2022-07-18
001	2020-01-01	T R BICK	2021-07-28
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2017-01-01
001	2016-01-01	T R BICK	2017-09-28
001	2015-01-01	JONES&KELLERPC KEVIN BROWN	2016-03-29
001	2014-01-01	JONES&KELLERPC KEVIN BROWN	2015-07-06
001	2013-01-01	JONES&KELLERPC KEVIN BROWN	2014-09-15
001	2012-01-01	JONES&KELLERPC KEVIN BROWN
001	2011-01-01	JONESANDKELLERPC KEVINLBROWN
001	2010-01-01	JONESANDKELLERPC KEVINLBROWN
001	2009-01-01	KEVIN BROWN
001	2008-01-01	KEVIN BROWN
001	2007-01-01	KEVIN BROWN
001	2006-01-01	KEVIN BROWN

Plan Statistics for JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
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 4
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 3
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
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 5
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2
2008: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 30
Number of retired or separated participants receiving benefits 2008-01-01 2
Number of other retired or separated participants entitled to future benefits 2008-01-01 4
Total of all active and inactive participants 2008-01-01 36
Total participants 2008-01-01 36
Number of participants with account balances 2008-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 31
Number of retired or separated participants receiving benefits 2007-01-01 2
Number of other retired or separated participants entitled to future benefits 2007-01-01 3
Total of all active and inactive participants 2007-01-01 36
Total participants 2007-01-01 36
Number of participants with account balances 2007-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 2
2006: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year 2006-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 29
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 5
Total of all active and inactive participants 2006-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 34
Number of participants with account balances 2006-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 2

Measure	Date	Value
2012: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
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	4
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	3
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
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	5
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2
2008: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	30
Number of retired or separated participants receiving benefits	2008-01-01	2
Number of other retired or separated participants entitled to future benefits	2008-01-01	4
Total of all active and inactive participants	2008-01-01	36
Total participants	2008-01-01	36
Number of participants with account balances	2008-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	31
Number of retired or separated participants receiving benefits	2007-01-01	2
Number of other retired or separated participants entitled to future benefits	2007-01-01	3
Total of all active and inactive participants	2007-01-01	36
Total participants	2007-01-01	36
Number of participants with account balances	2007-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	2
2006: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year	2006-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	29
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	5
Total of all active and inactive participants	2006-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	34
Number of participants with account balances	2006-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	2

Financial Data on JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2012 : JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$15
Total plan liabilities at beginning of year	2012-12-31	$15
Total income from all sources	2012-12-31	$1,638,440
Expenses. Total of all expenses incurred	2012-12-31	$190,288
Benefits paid (including direct rollovers)	2012-12-31	$181,400
Total plan assets at end of year	2012-12-31	$7,414,449
Total plan assets at beginning of year	2012-12-31	$5,966,297
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$286,941
Expenses. Other expenses not covered elsewhere	2012-12-31	$712
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$517,530
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$1,448,152
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,414,434
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,966,282
Assets. Value of participant loans	2012-12-31	$163,562
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$23,226
Total contributions received or receivable from employer(s)	2012-12-31	$833,969
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$15
Total plan liabilities at beginning of year	2011-12-31	$4,035
Total income from all sources	2011-12-31	$760,387
Expenses. Total of all expenses incurred	2011-12-31	$379,265
Benefits paid (including direct rollovers)	2011-12-31	$368,192
Total plan assets at end of year	2011-12-31	$5,966,297
Total plan assets at beginning of year	2011-12-31	$5,589,195
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$276,466
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-189,720
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$381,122
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,966,282
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,585,160
Assets. Value of participant loans	2011-12-31	$109,469
Total contributions received or receivable from employer(s)	2011-12-31	$673,641
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$343,223
2010 : JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$4,035
Total plan liabilities at beginning of year	2010-12-31	$2,550
Total income from all sources	2010-12-31	$1,109,371
Expenses. Total of all expenses incurred	2010-12-31	$170,006
Benefits paid (including direct rollovers)	2010-12-31	$155,866
Total plan assets at end of year	2010-12-31	$5,589,195
Total plan assets at beginning of year	2010-12-31	$4,648,345
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$231,957
Expenses. Other expenses not covered elsewhere	2010-12-31	$393
Contributions received from other sources (not participants or employers)	2010-12-31	$117,997
Other income received	2010-12-31	$260,539
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$939,365
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,585,160
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,645,795
Assets. Value of participant loans	2010-12-31	$125,492
Total contributions received or receivable from employer(s)	2010-12-31	$498,878
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST

2012: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 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: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 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: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 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: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 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
2008: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: JONES & KELLER, P.C. PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	Yes
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JONES & KELLER, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	841157986
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers