401k Plan data: JEFFERSON PARTNERS 401(K) PLAN plan

JEFFERSON PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	JEFFERSON PARTNERS 401(K) PLAN
Plan identification number	001

JEFFERSON PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JEFFERSON PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON PARTNERS

Employer identification number (EIN): 411724174

NAIC Classification: 485510
NAIC Description: Charter Bus Industry

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BETH WOLDT
001 2016-01-01 SUSAN RENEE
001 2015-01-01 SUSAN RENEE
001 2014-01-01 STEPHEN P WOELFEL
001 2013-01-01 STEPHEN P WOELFEL
001 2012-01-01 SUE OSTENSO
001 2011-01-01 STEVE WOELFEL STEVE WOELFEL 2012-09-14
001 2010-01-01 STEVE WOELFEL STEVE WOELFEL 2011-08-02
001 2009-01-01 STEVE WOELFEL STEVE WOELFEL 2010-09-23
001 2009-01-01 STEVE WOELFEL STEVE WOELFEL 2010-09-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BETH WOLDT
001	2016-01-01	SUSAN RENEE
001	2015-01-01	SUSAN RENEE
001	2014-01-01	STEPHEN P WOELFEL
001	2013-01-01	STEPHEN P WOELFEL
001	2012-01-01	SUE OSTENSO
001	2011-01-01	STEVE WOELFEL	STEVE WOELFEL	2012-09-14
001	2010-01-01	STEVE WOELFEL	STEVE WOELFEL	2011-08-02
001	2009-01-01	STEVE WOELFEL	STEVE WOELFEL	2010-09-23
001	2009-01-01	STEVE WOELFEL	STEVE WOELFEL	2010-09-22

Plan Statistics for JEFFERSON PARTNERS 401(K) PLAN

401k plan membership statisitcs for JEFFERSON PARTNERS 401(K) PLAN

Measure Date Value
2022: JEFFERSON PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 161
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 53
Total of all active and inactive participants 2022-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 217
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 41
2021: JEFFERSON PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 145
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 184
Number of participants with account balances 2021-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: JEFFERSON PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 145
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 56
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 211
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 55
2019: JEFFERSON PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 161
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 201
Number of participants with account balances 2019-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: JEFFERSON PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 166
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 195
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 26
2017: JEFFERSON PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 181
Number of participants with account balances 2017-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: JEFFERSON PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 174
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 193
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: JEFFERSON PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 177
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 198
Number of participants with account balances 2015-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: JEFFERSON PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 168
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 189
Number of participants with account balances 2014-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: JEFFERSON PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 176
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 190
Number of participants with account balances 2013-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: JEFFERSON PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 157
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 169
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: JEFFERSON PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 172
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: JEFFERSON PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 158
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 170
Number of participants with account balances 2010-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: JEFFERSON PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 156
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 9
Total of all active and inactive participants 2009-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JEFFERSON PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	161
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	53
Total of all active and inactive participants	2022-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	217
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	41
2021: JEFFERSON PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	145
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	184
Number of participants with account balances	2021-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: JEFFERSON PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	145
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	56
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	211
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	55
2019: JEFFERSON PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	161
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	201
Number of participants with account balances	2019-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: JEFFERSON PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	166
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	195
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	26
2017: JEFFERSON PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	181
Number of participants with account balances	2017-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: JEFFERSON PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	174
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	193
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: JEFFERSON PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	177
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	198
Number of participants with account balances	2015-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: JEFFERSON PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	168
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	189
Number of participants with account balances	2014-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: JEFFERSON PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	176
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	190
Number of participants with account balances	2013-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: JEFFERSON PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	157
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	169
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: JEFFERSON PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	172
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: JEFFERSON PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	158
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	170
Number of participants with account balances	2010-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: JEFFERSON PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	156
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	9
Total of all active and inactive participants	2009-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFERSON PARTNERS 401(K) PLAN

Measure	Date	Value
2022 : JEFFERSON PARTNERS 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-263,311
Total of all expenses incurred	2022-12-31	$280,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$248,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$360,791
Value of total assets at end of year	2022-12-31	$3,281,543
Value of total assets at beginning of year	2022-12-31	$3,825,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,243
Total interest from all sources	2022-12-31	$121
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$44,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$44,270
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$383,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$271,458
Participant contributions at end of year	2022-12-31	$3,002
Participant contributions at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$3,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-543,784
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,281,543
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,825,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,237
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,880,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,427,015
Interest on participant loans	2022-12-31	$121
Value of interest in common/collective trusts at end of year	2022-12-31	$397,703
Value of interest in common/collective trusts at beginning of year	2022-12-31	$398,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-651,262
Net investment gain or loss from common/collective trusts	2022-12-31	$-17,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$89,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$248,230
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LURIE, LLP
Accountancy firm EIN	2022-12-31	410721734
2021 : JEFFERSON PARTNERS 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$764,034
Total of all expenses incurred	2021-12-31	$314,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$281,781
Value of total corrective distributions	2021-12-31	$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$359,315
Value of total assets at end of year	2021-12-31	$3,825,327
Value of total assets at beginning of year	2021-12-31	$3,375,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,548
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$46,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$46,268
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$383,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$272,825
Administrative expenses (other) incurred	2021-12-31	$3,911
Total non interest bearing cash at beginning of year	2021-12-31	$3,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$449,656
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,825,327
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,375,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$28,637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,427,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,839,225
Value of interest in common/collective trusts at end of year	2021-12-31	$398,312
Value of interest in common/collective trusts at beginning of year	2021-12-31	$533,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$363,355
Net investment gain or loss from common/collective trusts	2021-12-31	$-4,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$86,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$281,781
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LURIE, LLP
Accountancy firm EIN	2021-12-31	410721734
2020 : JEFFERSON PARTNERS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$767,825
Total of all expenses incurred	2020-12-31	$266,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$238,625
Value of total corrective distributions	2020-12-31	$339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$330,020
Value of total assets at end of year	2020-12-31	$3,375,671
Value of total assets at beginning of year	2020-12-31	$2,874,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,005
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$30,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$30,074
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$338,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$249,228
Administrative expenses (other) incurred	2020-12-31	$2,550
Total non interest bearing cash at end of year	2020-12-31	$3,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$500,856
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,375,671
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,874,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,455
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,839,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,378,588
Value of interest in common/collective trusts at end of year	2020-12-31	$533,378
Value of interest in common/collective trusts at beginning of year	2020-12-31	$496,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$379,508
Net investment gain or loss from common/collective trusts	2020-12-31	$28,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$80,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$238,625
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LURIE, LLP
Accountancy firm EIN	2020-12-31	410721734
2019 : JEFFERSON PARTNERS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$817,820
Total of all expenses incurred	2019-12-31	$292,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$267,155
Value of total corrective distributions	2019-12-31	$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$309,106
Value of total assets at end of year	2019-12-31	$2,874,815
Value of total assets at beginning of year	2019-12-31	$2,349,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,055
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$34,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$34,201
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$288,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$233,717
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$414
Other income not declared elsewhere	2019-12-31	$-9
Administrative expenses (other) incurred	2019-12-31	$2,002
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$525,287
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,874,815
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,349,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$23,053
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,378,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,381,046
Value of interest in common/collective trusts at end of year	2019-12-31	$496,227
Value of interest in common/collective trusts at beginning of year	2019-12-31	$968,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$356,250
Net investment gain or loss from common/collective trusts	2019-12-31	$118,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$74,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$267,155
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LURIE, LLP
Accountancy firm EIN	2019-12-31	410721734
2018 : JEFFERSON PARTNERS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$80,421
Total of all expenses incurred	2018-12-31	$161,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$136,880
Value of total corrective distributions	2018-12-31	$1,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$248,854
Value of total assets at end of year	2018-12-31	$2,349,528
Value of total assets at beginning of year	2018-12-31	$2,430,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,870
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$17,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$17,140
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$235,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$190,907
Administrative expenses (other) incurred	2018-12-31	$1,425
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$6,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-80,652
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,349,528
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,430,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$21,445
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,381,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,586,071
Value of interest in common/collective trusts at end of year	2018-12-31	$968,482
Value of interest in common/collective trusts at beginning of year	2018-12-31	$837,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-164,549
Net investment gain or loss from common/collective trusts	2018-12-31	$-21,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$57,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$136,880
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LURIE, LLP
Accountancy firm EIN	2018-12-31	410721734
2017 : JEFFERSON PARTNERS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$548,505
Total of all expenses incurred	2017-12-31	$172,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$150,049
Value of total corrective distributions	2017-12-31	$2,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$207,382
Value of total assets at end of year	2017-12-31	$2,430,180
Value of total assets at beginning of year	2017-12-31	$2,054,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,155
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$15,961
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$161,515
Other income not declared elsewhere	2017-12-31	$536
Administrative expenses (other) incurred	2017-12-31	$849
Total non interest bearing cash at end of year	2017-12-31	$6,472
Total non interest bearing cash at beginning of year	2017-12-31	$6,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$376,136
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,430,180
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,054,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$19,306
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,586,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,386,273
Value of interest in common/collective trusts at end of year	2017-12-31	$837,637
Value of interest in common/collective trusts at beginning of year	2017-12-31	$661,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$263,380
Net investment gain or loss from common/collective trusts	2017-12-31	$61,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$45,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$150,049
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LUIE LLP
Accountancy firm EIN	2017-12-31	410721734
2016 : JEFFERSON PARTNERS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$349,070
Total of all expenses incurred	2016-12-31	$364,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$344,980
Value of total corrective distributions	2016-12-31	$806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$195,628
Value of total assets at end of year	2016-12-31	$2,054,044
Value of total assets at beginning of year	2016-12-31	$2,069,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,270
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$15,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$15,092
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$157,603
Participant contributions at beginning of year	2016-12-31	$5,601
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,260
Administrative expenses (other) incurred	2016-12-31	$700
Total non interest bearing cash at end of year	2016-12-31	$6,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-14,986
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,054,044
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,069,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$17,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,386,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,393,865
Value of interest in common/collective trusts at end of year	2016-12-31	$661,206
Value of interest in common/collective trusts at beginning of year	2016-12-31	$668,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$117,925
Net investment gain or loss from common/collective trusts	2016-12-31	$20,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$36,765
Employer contributions (assets) at beginning of year	2016-12-31	$1,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$344,980
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LURIE, LLP
Accountancy firm EIN	2016-12-31	410721734
2015 : JEFFERSON PARTNERS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$155,352
Total of all expenses incurred	2015-12-31	$396,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$376,795
Value of total corrective distributions	2015-12-31	$678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$208,321
Value of total assets at end of year	2015-12-31	$2,069,030
Value of total assets at beginning of year	2015-12-31	$2,310,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,159
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$15,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$15,220
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$168,289
Participant contributions at end of year	2015-12-31	$5,601
Participant contributions at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-3
Administrative expenses (other) incurred	2015-12-31	$1,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-241,280
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,069,030
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,310,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$17,543
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,393,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,483,554
Value of interest in common/collective trusts at end of year	2015-12-31	$668,279
Value of interest in common/collective trusts at beginning of year	2015-12-31	$825,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-70,420
Net investment gain or loss from common/collective trusts	2015-12-31	$2,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$40,032
Employer contributions (assets) at end of year	2015-12-31	$1,285
Employer contributions (assets) at beginning of year	2015-12-31	$1,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$376,795
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LURIE, LLP
Accountancy firm EIN	2015-12-31	410721734
2014 : JEFFERSON PARTNERS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$365,831
Total of all expenses incurred	2014-12-31	$183,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$162,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$227,726
Value of total assets at end of year	2014-12-31	$2,310,310
Value of total assets at beginning of year	2014-12-31	$2,128,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,080
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$19,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$19,347
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$174,694
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$7,033
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,587
Administrative expenses (other) incurred	2014-12-31	$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$181,855
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,310,310
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,128,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20,071
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,483,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,242,786
Value of interest in common/collective trusts at end of year	2014-12-31	$825,119
Value of interest in common/collective trusts at beginning of year	2014-12-31	$876,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$90,674
Net investment gain or loss from common/collective trusts	2014-12-31	$28,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$38,445
Employer contributions (assets) at end of year	2014-12-31	$1,637
Employer contributions (assets) at beginning of year	2014-12-31	$1,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$162,896
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LURIE BESIKOF LAPIDUS & COMPANY
Accountancy firm EIN	2014-12-31	410721734
2013 : JEFFERSON PARTNERS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$548,428
Total of all expenses incurred	2013-12-31	$110,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$95,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$198,296
Value of total assets at end of year	2013-12-31	$2,128,455
Value of total assets at beginning of year	2013-12-31	$1,690,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,046
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$8,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$8,690
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$158,695
Participant contributions at end of year	2013-12-31	$7,033
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,391
Administrative expenses (other) incurred	2013-12-31	$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$438,275
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,128,455
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,690,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$13,996
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,242,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$931,832
Value of interest in common/collective trusts at end of year	2013-12-31	$876,990
Value of interest in common/collective trusts at beginning of year	2013-12-31	$758,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$308,856
Net investment gain or loss from common/collective trusts	2013-12-31	$32,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$37,210
Employer contributions (assets) at end of year	2013-12-31	$1,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$95,107
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LURIE BESIKOF LAPIDUS & COMPANY
Accountancy firm EIN	2013-12-31	410721734
2012 : JEFFERSON PARTNERS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$351,460
Total of all expenses incurred	2012-12-31	$346,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$331,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$169,492
Value of total assets at end of year	2012-12-31	$1,690,180
Value of total assets at beginning of year	2012-12-31	$1,685,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,792
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,445
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$131,790
Other income not declared elsewhere	2012-12-31	$-10
Administrative expenses (other) incurred	2012-12-31	$1,300
Total non interest bearing cash at beginning of year	2012-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,676
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,690,180
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,685,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$13,492
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$931,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$835,918
Value of interest in common/collective trusts at end of year	2012-12-31	$758,348
Value of interest in common/collective trusts at beginning of year	2012-12-31	$849,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$137,594
Net investment gain or loss from common/collective trusts	2012-12-31	$34,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$37,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$331,992
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LURIE BESIKOF LAPIDUS & COMPANY
Accountancy firm EIN	2012-12-31	410721734
2011 : JEFFERSON PARTNERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$128,365
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$139,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$125,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$164,400
Value of total assets at end of year	2011-12-31	$1,685,504
Value of total assets at beginning of year	2011-12-31	$1,696,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,902
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$9,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$9,047
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$128,685
Total non interest bearing cash at end of year	2011-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-11,163
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,685,504
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,696,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$13,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$835,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$892,915
Value of interest in common/collective trusts at end of year	2011-12-31	$849,576
Value of interest in common/collective trusts at beginning of year	2011-12-31	$803,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-67,638
Net investment gain or loss from common/collective trusts	2011-12-31	$22,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$35,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$125,626
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LURIE, BESIKOF, LAPIDUS & CO. LLP
Accountancy firm EIN	2011-12-31	410721734
2010 : JEFFERSON PARTNERS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$281,706
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$135,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$122,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$130,792
Value of total assets at end of year	2010-12-31	$1,696,667
Value of total assets at beginning of year	2010-12-31	$1,550,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,859
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$6,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$6,897
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$103,442
Administrative expenses (other) incurred	2010-12-31	$640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$146,325
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,696,667
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,550,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$12,219
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$892,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$801,257
Value of interest in common/collective trusts at end of year	2010-12-31	$803,752
Value of interest in common/collective trusts at beginning of year	2010-12-31	$749,085
Net investment gain or loss from common/collective trusts	2010-12-31	$34,446
Net gain/loss from 103.12 investment entities	2010-12-31	$109,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$27,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$122,522
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LURIE, BESIKOF, LAPIDUS & CO. LLP
Accountancy firm EIN	2010-12-31	410721734
2009 : JEFFERSON PARTNERS 401(K) PLAN 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 JEFFERSON PARTNERS 401(K) PLAN

2022: JEFFERSON PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEFFERSON PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEFFERSON PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JEFFERSON PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JEFFERSON PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEFFERSON PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFFERSON PARTNERS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFERSON PARTNERS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFERSON PARTNERS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFERSON PARTNERS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFERSON PARTNERS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFERSON PARTNERS 401(K) PLAN 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: JEFFERSON PARTNERS 401(K) PLAN 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: JEFFERSON PARTNERS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	JEFFERSON PARTNERS
Employer identification number (EIN):	411724174
NAIC Classification:	485510
NAIC Description:	Charter Bus Industry