401k Plan data: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN plan

JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 401k Plan overview

Plan Name	JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN
Plan identification number	001

JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

JPMS COX, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JPMS COX, PLLC

Employer identification number (EIN): 201776739

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 TRACY HARRELSON 2020-12-28
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRACY HARRELSON
001 2016-01-01
001 2015-01-01
001 2014-01-01

Plan Statistics for JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN

401k plan membership statisitcs for JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN

Measure Date Value
2017: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 84
Total of all active and inactive participants 2017-01-01 88
Total participants 2017-01-01 88
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of other retired or separated participants entitled to future benefits 2016-01-01 42
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 53
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 90
Number of participants with account balances 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 65
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 107
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	84
Total of all active and inactive participants	2017-01-01	88
Total participants	2017-01-01	88
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of other retired or separated participants entitled to future benefits	2016-01-01	42
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	53
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	90
Number of participants with account balances	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	65
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	107
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN

Measure	Date	Value
2017 : JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,328,881
Expenses. Total of all expenses incurred	2017-12-31	$500,211
Benefits paid (including direct rollovers)	2017-12-31	$456,699
Total plan assets at end of year	2017-12-31	$11,497,341
Total plan assets at beginning of year	2017-12-31	$10,668,671
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$301,256
Other income received	2017-12-31	$845,213
Net income (gross income less expenses)	2017-12-31	$828,670
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,497,341
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,668,671
Assets. Value of participant loans	2017-12-31	$49,521
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$182,412
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$43,512
2016 : JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,487,384
Expenses. Total of all expenses incurred	2016-12-31	$342,982
Benefits paid (including direct rollovers)	2016-12-31	$295,536
Total plan assets at end of year	2016-12-31	$10,668,671
Total plan assets at beginning of year	2016-12-31	$9,524,269
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$320,664
Contributions received from other sources (not participants or employers)	2016-12-31	$23,611
Other income received	2016-12-31	$886,716
Net income (gross income less expenses)	2016-12-31	$1,144,402
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,668,671
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,524,269
Assets. Value of participant loans	2016-12-31	$53,980
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$463,749
Assets. Value of real-estate (other than employer real property)	2016-12-31	$365,000
Total contributions received or receivable from employer(s)	2016-12-31	$256,393
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$47,446
2015 : JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$933,724
Expenses. Total of all expenses incurred	2015-12-31	$1,750,997
Benefits paid (including direct rollovers)	2015-12-31	$1,700,993
Total plan assets at end of year	2015-12-31	$9,524,269
Total plan assets at beginning of year	2015-12-31	$10,341,542
Value of fidelity bond covering the plan	2015-12-31	$800,000
Total contributions received or receivable from participants	2015-12-31	$490,800
Contributions received from other sources (not participants or employers)	2015-12-31	$244,713
Other income received	2015-12-31	$-57,514
Net income (gross income less expenses)	2015-12-31	$-817,273
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,524,269
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,341,542
Assets. Value of participant loans	2015-12-31	$80,601
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$453,858
Assets. Value of real-estate (other than employer real property)	2015-12-31	$365,000
Total contributions received or receivable from employer(s)	2015-12-31	$255,725
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50,004
2014 : JPMS COX, PLLC PROFIT SHARING AND 401(K)PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,220,349
Expenses. Total of all expenses incurred	2014-12-31	$90,900
Benefits paid (including direct rollovers)	2014-12-31	$40,278
Total plan assets at end of year	2014-12-31	$10,341,542
Total plan assets at beginning of year	2014-12-31	$9,212,093
Value of fidelity bond covering the plan	2014-12-31	$800,000
Total contributions received or receivable from participants	2014-12-31	$427,502
Other income received	2014-12-31	$496,397
Net income (gross income less expenses)	2014-12-31	$1,129,449
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,341,542
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,212,093
Assets. Value of participant loans	2014-12-31	$106,931
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$221,507
Assets. Value of real-estate (other than employer real property)	2014-12-31	$397,500
Total contributions received or receivable from employer(s)	2014-12-31	$296,450
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50,622