401k Plan data: TYLER, CASSELL AND JACKSON 401K PLAN plan

TYLER, CASSELL AND JACKSON 401K PLAN 401k Plan overview

Plan Name	TYLER, CASSELL AND JACKSON 401K PLAN
Plan identification number	001

TYLER, CASSELL AND JACKSON 401K 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.
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.
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.

401k Sponsoring company profile

TYLER, CASSELL, JACKSON, PEACE & SILVER, LLC has sponsored the creation of one or more 401k plans.

Company Name: TYLER, CASSELL, JACKSON, PEACE & SILVER, LLC

Employer identification number (EIN): 570755546

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TYLER, CASSELL AND JACKSON 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 THOMAS B. JACKSON
001 2016-01-01 THOMAS B. JACKSON
001 2015-01-01 THOMAS JACKSON
001 2014-01-01 JEFFREY L. SILVER 2015-10-12
001 2013-01-01 JEFFREY L. SILVER 2014-05-30
001 2012-01-01 JEFFREY L. SILVER 2013-07-01
001 2011-01-01 JEFFREY L. SILVER 2012-06-25
001 2010-01-01 JEFFREY L. SILVER
001 2009-01-01 JEFFREY L. SILVER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	THOMAS B. JACKSON
001	2016-01-01	THOMAS B. JACKSON
001	2015-01-01	THOMAS JACKSON
001	2014-01-01	JEFFREY L. SILVER	2015-10-12
001	2013-01-01	JEFFREY L. SILVER	2014-05-30
001	2012-01-01	JEFFREY L. SILVER	2013-07-01
001	2011-01-01	JEFFREY L. SILVER	2012-06-25
001	2010-01-01	JEFFREY L. SILVER
001	2009-01-01	JEFFREY L. SILVER

Plan Statistics for TYLER, CASSELL AND JACKSON 401K PLAN

401k plan membership statisitcs for TYLER, CASSELL AND JACKSON 401K PLAN

Measure Date Value
2017: TYLER, CASSELL AND JACKSON 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TYLER, CASSELL AND JACKSON 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TYLER, CASSELL AND JACKSON 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2010: TYLER, CASSELL AND JACKSON 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TYLER, CASSELL AND JACKSON 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 2
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: TYLER, CASSELL AND JACKSON 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TYLER, CASSELL AND JACKSON 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TYLER, CASSELL AND JACKSON 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2010: TYLER, CASSELL AND JACKSON 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TYLER, CASSELL AND JACKSON 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	2
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TYLER, CASSELL AND JACKSON 401K PLAN

Measure	Date	Value
2017 : TYLER, CASSELL AND JACKSON 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-03-15	$0
Total plan liabilities at end of year	2017-03-15	$0
Total plan liabilities at beginning of year	2017-03-15	$0
Total income from all sources	2017-03-15	$34,352
Expenses. Total of all expenses incurred	2017-03-15	$2,643,192
Benefits paid (including direct rollovers)	2017-03-15	$2,643,009
Total plan assets at end of year	2017-03-15	$0
Total plan assets at beginning of year	2017-03-15	$2,608,840
Value of fidelity bond covering the plan	2017-03-15	$400,000
Total contributions received or receivable from participants	2017-03-15	$0
Expenses. Other expenses not covered elsewhere	2017-03-15	$0
Contributions received from other sources (not participants or employers)	2017-03-15	$0
Other income received	2017-03-15	$34,352
Noncash contributions received	2017-03-15	$0
Net income (gross income less expenses)	2017-03-15	$-2,608,840
Net plan assets at end of year (total assets less liabilities)	2017-03-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-03-15	$2,608,840
Assets. Value of participant loans	2017-03-15	$0
Total contributions received or receivable from employer(s)	2017-03-15	$0
Value of certain deemed distributions of participant loans	2017-03-15	$0
Value of corrective distributions	2017-03-15	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-15	$183
2016 : TYLER, CASSELL AND JACKSON 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$291,599
Expenses. Total of all expenses incurred	2016-12-31	$60,285
Benefits paid (including direct rollovers)	2016-12-31	$59,662
Total plan assets at end of year	2016-12-31	$2,608,840
Total plan assets at beginning of year	2016-12-31	$2,377,526
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$76,389
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$192,729
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$231,314
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,608,840
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,377,526
Assets. Value of participant loans	2016-12-31	$2,806
Total contributions received or receivable from employer(s)	2016-12-31	$22,481
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$623
2015 : TYLER, CASSELL AND JACKSON 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$76,031
Expenses. Total of all expenses incurred	2015-12-31	$1,062,197
Benefits paid (including direct rollovers)	2015-12-31	$1,058,457
Total plan assets at end of year	2015-12-31	$2,377,526
Total plan assets at beginning of year	2015-12-31	$3,363,692
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$84,159
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-41,431
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-986,166
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,377,526
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,363,692
Assets. Value of participant loans	2015-12-31	$5,607
Total contributions received or receivable from employer(s)	2015-12-31	$33,303
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,740
2010 : TYLER, CASSELL AND JACKSON 401K PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$226,997
Expenses. Total of all expenses incurred	2010-12-31	$10,970
Benefits paid (including direct rollovers)	2010-12-31	$10,970
Total plan assets at end of year	2010-12-31	$2,114,321
Total plan assets at beginning of year	2010-12-31	$1,898,294
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$97,231
Other income received	2010-12-31	$81,530
Net income (gross income less expenses)	2010-12-31	$216,027
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,114,321
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,898,294
Total contributions received or receivable from employer(s)	2010-12-31	$48,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for TYLER, CASSELL AND JACKSON 401K PLAN

2017: TYLER, CASSELL AND JACKSON 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TYLER, CASSELL AND JACKSON 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TYLER, CASSELL AND JACKSON 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2010: TYLER, CASSELL AND JACKSON 401K 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: TYLER, CASSELL AND JACKSON 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TYLER, CASSELL, JACKSON, PEACE & SILVER, LLC
Employer identification number (EIN):	570755546
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers