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JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN
Plan identification number 001

JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

JARRED, GILMORE & PHILLIPS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JARRED, GILMORE & PHILLIPS, P.A.
Employer identification number (EIN):203906022
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULENE A GILMORE2024-07-01 JULENE A GILMORE2024-07-01
0012022-01-01JULENE A GILMORE2023-09-13 JULENE A GILMORE2023-09-13
0012021-01-01JULENE GILMORE2022-05-23 JULENE GILMORE2022-05-23
0012020-01-01JULENE GILMORE2021-05-19 JULENE GILMORE2021-05-19
0012019-01-01JULENE GILMORE2020-07-22 JULENE GILMORE2020-07-22
0012018-01-01JULENE GILMORE2019-05-16 JULENE GILMORE2019-05-16
0012017-01-01JULENE GILMORE2018-06-26 JULENE GILMORE2018-06-26
0012016-01-01JULENE GILMORE2017-07-18 JULENE GILMORE2017-07-18
0012015-01-01JULENE A GILMORE2016-05-31 JULENE A GILMORE2016-05-31
0012014-01-01JULENE GILMORE2015-06-08 JULENE GILMORE2015-06-08
0012013-01-01JULENE GILMORE2014-06-10 JULENE GILMORE2014-06-10
0012012-01-01JULENE GILMORE2013-07-02 JULENE GILMORE2013-07-02
0012011-01-01JULENE GILMORE2012-09-18 JULENE GILMORE2012-09-18

Financial Data on JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-3038260
Net assets as of the end of the plan year2025-06-307778901
Total assets as of the beginning of the plan year2025-06-306464889
Value of plan covered by a fidelity bond2025-06-30500000
Participant contributions to plan in this plan year2025-06-30175578
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-301106248
Plan net income in this plan year2025-06-301314012
Net assets as of the end of the plan year2025-06-307778901
Net assets as of the beginning of the plan year2025-06-306464889
Employer contributions to plan in this plan year2025-06-3070446
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3022874
2024 : JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-010
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-0182969
Net assets as of the end of the plan year2024-07-016464889
Total assets as of the beginning of the plan year2024-07-015214988
Value of plan covered by a fidelity bond2024-07-01500000
Participant contributions to plan in this plan year2024-07-01171482
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-011094992
Plan net income in this plan year2024-07-011249901
Net assets as of the end of the plan year2024-07-016464889
Net assets as of the beginning of the plan year2024-07-015214988
Employer contributions to plan in this plan year2024-07-0166396
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0119157
2022 : JARRED, GILMORE & PHILLIPS, P.A. 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total liabilities as of the beginning of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2365218
Net assets as of the end of the plan year2022-05-236076205
Total assets as of the beginning of the plan year2022-05-235268897
Value of plan covered by a fidelity bond2022-05-23500000
Participant contributions to plan in this plan year2022-05-23138517
Other expenses paid from plan in this plan year2022-05-230
Other contributions to plan in this plan year2022-05-235852
Other income to plan in this plan year2022-05-23675553
Plan net income in this plan year2022-05-23807308
Net assets as of the end of the plan year2022-05-236076205
Net assets as of the beginning of the plan year2022-05-235268897
Employer contributions to plan in this plan year2022-05-2352604
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2313874

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