JOHN POWELL & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOHN POWELL & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN
401k plan membership statisitcs for JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
| Total participants | 2021-11-01 | 3 |
| Number of participants with account balances | 2021-11-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
| 2020: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 3 |
| Total of all active and inactive participants | 2020-11-01 | 3 |
| Total participants | 2020-11-01 | 3 |
| Number of participants with account balances | 2020-11-01 | 3 |
| 2019: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 3 |
| Total of all active and inactive participants | 2019-11-01 | 3 |
| Total participants | 2019-11-01 | 3 |
| Number of participants with account balances | 2019-11-01 | 3 |
| 2018: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 3 |
| Total of all active and inactive participants | 2018-11-01 | 3 |
| Total participants | 2018-11-01 | 3 |
| Number of participants with account balances | 2018-11-01 | 3 |
| 2017: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 3 |
| Total of all active and inactive participants | 2017-11-01 | 3 |
| Total participants | 2017-11-01 | 3 |
| Number of participants with account balances | 2017-11-01 | 3 |
| 2016: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 3 |
| Total of all active and inactive participants | 2016-11-01 | 3 |
| Total participants | 2016-11-01 | 3 |
| Number of participants with account balances | 2016-11-01 | 3 |
| 2015: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 3 |
| Total of all active and inactive participants | 2015-11-01 | 3 |
| Total participants | 2015-11-01 | 3 |
| Number of participants with account balances | 2015-11-01 | 3 |
| 2014: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3 |
| Total of all active and inactive participants | 2014-11-01 | 3 |
| Total participants | 2014-11-01 | 3 |
| Number of participants with account balances | 2014-11-01 | 3 |
| 2013: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 3 |
| Total of all active and inactive participants | 2013-11-01 | 3 |
| Total participants | 2013-11-01 | 3 |
| Number of participants with account balances | 2013-11-01 | 3 |
| 2012: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 3 |
| Total of all active and inactive participants | 2012-11-01 | 3 |
| Total participants | 2012-11-01 | 3 |
| Number of participants with account balances | 2012-11-01 | 3 |
| 2011: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 3 |
| Total of all active and inactive participants | 2011-11-01 | 3 |
| Total participants | 2011-11-01 | 3 |
| Number of participants with account balances | 2011-11-01 | 3 |
| 2009: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 3 |
| Total of all active and inactive participants | 2009-11-01 | 3 |
| Total participants | 2009-11-01 | 3 |
| Number of participants with account balances | 2009-11-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-473,826 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $22,721 |
| Total plan assets at end of year | 2022-10-31 | $3,839,167 |
| Total plan assets at beginning of year | 2022-10-31 | $4,335,714 |
| Total contributions received or receivable from participants | 2022-10-31 | $99,600 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $22,721 |
| Other income received | 2022-10-31 | $-573,426 |
| Net income (gross income less expenses) | 2022-10-31 | $-496,547 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $3,839,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $4,335,714 |
| 2021 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $864,011 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $260,021 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $235,751 |
| Total plan assets at end of year | 2021-10-31 | $4,335,714 |
| Total plan assets at beginning of year | 2021-10-31 | $3,731,724 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $24,270 |
| Other income received | 2021-10-31 | $767,411 |
| Net income (gross income less expenses) | 2021-10-31 | $603,990 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $4,335,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $3,731,724 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $96,600 |
| 2020 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $130,785 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $18,865 |
| Total plan assets at end of year | 2020-10-31 | $3,731,724 |
| Total plan assets at beginning of year | 2020-10-31 | $3,619,804 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $18,865 |
| Other income received | 2020-10-31 | $29,685 |
| Net income (gross income less expenses) | 2020-10-31 | $111,920 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $3,731,724 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $3,619,804 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $101,100 |
| 2019 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $401,386 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $16,851 |
| Total plan assets at end of year | 2019-10-31 | $3,619,804 |
| Total plan assets at beginning of year | 2019-10-31 | $3,235,269 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $16,851 |
| Other income received | 2019-10-31 | $299,786 |
| Net income (gross income less expenses) | 2019-10-31 | $384,535 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $3,619,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $3,235,269 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $101,600 |
| 2018 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-10-31 | $-10,494 |
| Expenses. Total of all expenses incurred | 2018-10-31 | $16,315 |
| Total plan assets at end of year | 2018-10-31 | $3,235,269 |
| Total plan assets at beginning of year | 2018-10-31 | $3,262,078 |
| Expenses. Other expenses not covered elsewhere | 2018-10-31 | $16,315 |
| Other income received | 2018-10-31 | $-115,344 |
| Net income (gross income less expenses) | 2018-10-31 | $-26,809 |
| Net plan assets at end of year (total assets less liabilities) | 2018-10-31 | $3,235,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-31 | $3,262,078 |
| Total contributions received or receivable from employer(s) | 2018-10-31 | $104,850 |
| 2017 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $403,170 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $15,753 |
| Total plan assets at end of year | 2017-10-31 | $3,262,078 |
| Total plan assets at beginning of year | 2017-10-31 | $2,874,661 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $15,753 |
| Other income received | 2017-10-31 | $315,320 |
| Net income (gross income less expenses) | 2017-10-31 | $387,417 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $3,262,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $2,874,661 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $87,850 |
| 2016 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $179,516 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $14,312 |
| Total plan assets at end of year | 2016-10-31 | $2,874,661 |
| Total plan assets at beginning of year | 2016-10-31 | $2,709,457 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $14,312 |
| Other income received | 2016-10-31 | $100,516 |
| Net income (gross income less expenses) | 2016-10-31 | $165,204 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $2,874,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,709,457 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $79,000 |
| 2015 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $116,895 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $11,608 |
| Total plan assets at end of year | 2015-10-31 | $2,709,457 |
| Total plan assets at beginning of year | 2015-10-31 | $2,604,170 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $11,608 |
| Other income received | 2015-10-31 | $32,720 |
| Net income (gross income less expenses) | 2015-10-31 | $105,287 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,709,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,604,170 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $84,175 |
| 2014 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $214,145 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $14,669 |
| Total plan assets at end of year | 2014-10-31 | $2,604,170 |
| Total plan assets at beginning of year | 2014-10-31 | $2,404,694 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $14,669 |
| Other income received | 2014-10-31 | $124,795 |
| Net income (gross income less expenses) | 2014-10-31 | $199,476 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,604,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,404,694 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $89,350 |
| 2013 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $311,743 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $7,817 |
| Total plan assets at end of year | 2013-10-31 | $2,404,694 |
| Total plan assets at beginning of year | 2013-10-31 | $2,100,768 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $7,817 |
| Other income received | 2013-10-31 | $234,518 |
| Net income (gross income less expenses) | 2013-10-31 | $303,926 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,404,694 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $2,100,768 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $77,225 |
| 2012 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $195,946 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $8,673 |
| Total plan assets at end of year | 2012-10-31 | $2,100,768 |
| Total plan assets at beginning of year | 2012-10-31 | $1,913,495 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $8,673 |
| Other income received | 2012-10-31 | $119,971 |
| Net income (gross income less expenses) | 2012-10-31 | $187,273 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $2,100,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,913,495 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $75,975 |
| 2011 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $125,142 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $6,703 |
| Total plan assets at end of year | 2011-10-31 | $1,913,495 |
| Total plan assets at beginning of year | 2011-10-31 | $1,795,056 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $6,703 |
| Other income received | 2011-10-31 | $36,042 |
| Net income (gross income less expenses) | 2011-10-31 | $118,439 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,913,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,795,056 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $89,100 |
| 2010 : JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-10-31 | $-74,022 |
| Minimum employer required contribution for this plan year | 2010-10-31 | $9,753 |
| Amount contributed by the employer to the plan for this plan year | 2010-10-31 | $83,775 |
| 2021: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN POWELL & ASSOCIATES - PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
