401k Plan data: JONES CORK, LLP 401(K) PROFIT SHARING PLAN plan

JONES CORK, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JONES CORK, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

JONES CORK, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JONES CORK, LLP has sponsored the creation of one or more 401k plans.

Company Name: JONES CORK, LLP

Employer identification number (EIN): 581210646

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES CORK, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HOWARD STRICKLAND 2023-10-06
001 2021-01-01 HOWARD STRICKLAND 2022-10-12
001 2020-01-01 NEIL E. BARKER 2021-07-28
001 2019-01-01 HOWARD J. STRICKLAND, JR. 2020-07-31
001 2018-01-01 HOWARD J. STRICKLAND, JR. 2019-08-16
001 2017-01-01 W WARREN PLOWDEN 2018-09-26
001 2016-01-01 W WARREN PLOWDEN 2017-10-10
001 2015-01-01 W WARREN PLOWDEN 2016-09-23
001 2014-01-01 W WARREN PLOWDEN W WARREN PLOWDEN 2015-07-30
001 2013-01-01 W WARREN PLOWDEN W WARREN PLOWDEN 2014-07-08
001 2012-01-01 W WARREN PLOWDEN W WARREN PLOWDEN 2013-07-15
001 2011-01-01 HUBERT C. LOVEIN HUBERT C. LOVEIN 2012-09-13
001 2009-01-01 HUBERT LOVEIN HUBERT LOVEIN 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	HOWARD STRICKLAND	2023-10-06
001	2021-01-01	HOWARD STRICKLAND	2022-10-12
001	2020-01-01	NEIL E. BARKER	2021-07-28
001	2019-01-01	HOWARD J. STRICKLAND, JR.	2020-07-31
001	2018-01-01	HOWARD J. STRICKLAND, JR.	2019-08-16
001	2017-01-01	W WARREN PLOWDEN	2018-09-26
001	2016-01-01	W WARREN PLOWDEN	2017-10-10
001	2015-01-01	W WARREN PLOWDEN	2016-09-23
001	2014-01-01	W WARREN PLOWDEN		W WARREN PLOWDEN	2015-07-30
001	2013-01-01	W WARREN PLOWDEN		W WARREN PLOWDEN	2014-07-08
001	2012-01-01	W WARREN PLOWDEN		W WARREN PLOWDEN	2013-07-15
001	2011-01-01	HUBERT C. LOVEIN		HUBERT C. LOVEIN	2012-09-13
001	2009-01-01	HUBERT LOVEIN		HUBERT LOVEIN	2010-10-07

Plan Statistics for JONES CORK, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JONES CORK, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 55
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 57
Total participants 2013-01-01 57
Number of participants with account balances 2013-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 46
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 57
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 4
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2014: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	55
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	57
Total participants	2013-01-01	57
Number of participants with account balances	2013-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	46
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	57
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	4
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on JONES CORK, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,434,002
Expenses. Total of all expenses incurred	2014-12-31	$985,937
Benefits paid (including direct rollovers)	2014-12-31	$951,999
Total plan assets at end of year	2014-12-31	$14,041,781
Total plan assets at beginning of year	2014-12-31	$13,593,716
Value of fidelity bond covering the plan	2014-12-31	$700,000
Total contributions received or receivable from participants	2014-12-31	$225,710
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,734
Other income received	2014-12-31	$830,845
Net income (gross income less expenses)	2014-12-31	$448,065
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,041,781
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,593,716
Assets. Value of participant loans	2014-12-31	$116,520
Assets. Value of real-estate (other than employer real property)	2014-12-31	$130,000
Total contributions received or receivable from employer(s)	2014-12-31	$377,447
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,204
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,394,642
Expenses. Total of all expenses incurred	2013-12-31	$615,085
Benefits paid (including direct rollovers)	2013-12-31	$576,842
Total plan assets at end of year	2013-12-31	$13,593,716
Total plan assets at beginning of year	2013-12-31	$11,814,159
Value of fidelity bond covering the plan	2013-12-31	$700,000
Total contributions received or receivable from participants	2013-12-31	$275,773
Expenses. Other expenses not covered elsewhere	2013-12-31	$19,748
Contributions received from other sources (not participants or employers)	2013-12-31	$20,614
Other income received	2013-12-31	$1,711,610
Net income (gross income less expenses)	2013-12-31	$1,779,557
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,593,716
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$11,814,159
Assets. Value of participant loans	2013-12-31	$65,436
Assets. Value of real-estate (other than employer real property)	2013-12-31	$130,000
Total contributions received or receivable from employer(s)	2013-12-31	$386,645
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$18,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,646,630
Expenses. Total of all expenses incurred	2012-12-31	$889,611
Benefits paid (including direct rollovers)	2012-12-31	$857,686
Total plan assets at end of year	2012-12-31	$11,814,159
Total plan assets at beginning of year	2012-12-31	$11,057,140
Value of fidelity bond covering the plan	2012-12-31	$700,000
Total contributions received or receivable from participants	2012-12-31	$297,566
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,200
Other income received	2012-12-31	$876,912
Net income (gross income less expenses)	2012-12-31	$757,019
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$11,814,159
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$11,057,140
Assets. Value of participant loans	2012-12-31	$89,165
Assets. Value of real-estate (other than employer real property)	2012-12-31	$130,000
Total contributions received or receivable from employer(s)	2012-12-31	$472,152
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$18,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$805,671
Expenses. Total of all expenses incurred	2011-12-31	$2,425,195
Benefits paid (including direct rollovers)	2011-12-31	$2,357,159
Total plan assets at end of year	2011-12-31	$11,057,140
Total plan assets at beginning of year	2011-12-31	$12,676,664
Value of fidelity bond covering the plan	2011-12-31	$700,000
Total contributions received or receivable from participants	2011-12-31	$286,138
Expenses. Other expenses not covered elsewhere	2011-12-31	$20,377
Contributions received from other sources (not participants or employers)	2011-12-31	$9,790
Other income received	2011-12-31	$13,471
Net income (gross income less expenses)	2011-12-31	$-1,619,524
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$11,057,140
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,676,664
Assets. Value of participant loans	2011-12-31	$61,786
Assets. Value of real-estate (other than employer real property)	2011-12-31	$130,000
Total contributions received or receivable from employer(s)	2011-12-31	$496,272
Value of certain deemed distributions of participant loans	2011-12-31	$47,659
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,031,571
Expenses. Total of all expenses incurred	2010-12-31	$1,450,160
Benefits paid (including direct rollovers)	2010-12-31	$1,418,536
Total plan assets at end of year	2010-12-31	$12,676,664
Total plan assets at beginning of year	2010-12-31	$12,095,253
Value of fidelity bond covering the plan	2010-12-31	$700,000
Total contributions received or receivable from participants	2010-12-31	$243,684
Expenses. Other expenses not covered elsewhere	2010-12-31	$31,624
Contributions received from other sources (not participants or employers)	2010-12-31	$85,980
Other income received	2010-12-31	$1,219,976
Net income (gross income less expenses)	2010-12-31	$581,411
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,676,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$12,095,253
Assets. Value of participant loans	2010-12-31	$106,477
Assets. Value of real-estate (other than employer real property)	2010-12-31	$184,000
Total contributions received or receivable from employer(s)	2010-12-31	$481,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JONES CORK, LLP 401(K) PROFIT SHARING 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 JONES CORK, LLP 401(K) PROFIT SHARING PLAN

2014: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JONES CORK, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JONES CORK, LLP 401(K) PROFIT SHARING 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JONES CORK, LLP 401(K) PROFIT SHARING 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19495

Policy instance

Insurance contract or identification number	19495
Number of Individuals Covered	5
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $200
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	153
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	KENT A. BALDSCHUN

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )

Policy contract number

70766230

Policy instance

Insurance contract or identification number	70766230
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	HENRY W MCCRAY JR

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19495

Policy instance

Insurance contract or identification number	19495
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )

Policy contract number

70766230

Policy instance

Insurance contract or identification number	70766230
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

19495

Policy instance

Insurance contract or identification number	19495
Number of Individuals Covered	7
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes

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Company Name:	JONES CORK, LLP
Employer identification number (EIN):	581210646
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers