CRICHTON, BRANDON, JACKSON & WARD, INC. has sponsored the creation of one or more 401k plans.
Additional information about CRICHTON, BRANDON, JACKSON & WARD, INC.
Submission information for form 5500 for 401k plan THE CRICHTON BRANDON JACKSON & WARD COMPANY RETIREMENT PLAN
401k plan membership statisitcs for THE CRICHTON BRANDON JACKSON & WARD COMPANY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2019 : THE CRICHTON BRANDON JACKSON & WARD COMPANY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-02 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-02 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-02 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-02 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-02 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-02 | $0 |
| Total income from all sources (including contributions) | 2019-12-02 | $2,757,615 |
| Total income from all sources (including contributions) | 2019-12-02 | $2,757,615 |
| Total loss/gain on sale of assets | 2019-12-02 | $0 |
| Total loss/gain on sale of assets | 2019-12-02 | $0 |
| Total of all expenses incurred | 2019-12-02 | $15,775,949 |
| Total of all expenses incurred | 2019-12-02 | $15,775,949 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-02 | $15,714,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-02 | $15,714,914 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-02 | $0 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-02 | $0 |
| Value of total corrective distributions | 2019-12-02 | $0 |
| Value of total corrective distributions | 2019-12-02 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-02 | $947,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-02 | $947,712 |
| Value of total assets at end of year | 2019-12-02 | $0 |
| Value of total assets at end of year | 2019-12-02 | $0 |
| Value of total assets at beginning of year | 2019-12-02 | $13,018,334 |
| Value of total assets at beginning of year | 2019-12-02 | $13,018,334 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-02 | $61,035 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-02 | $61,035 |
| Total interest from all sources | 2019-12-02 | $22,851 |
| Total interest from all sources | 2019-12-02 | $22,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-02 | $348,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-02 | $348,671 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-02 | Yes |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-02 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-02 | $0 |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-02 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-02 | $348,671 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-02 | $348,671 |
| Administrative expenses professional fees incurred | 2019-12-02 | $12,996 |
| Administrative expenses professional fees incurred | 2019-12-02 | $12,996 |
| Was this plan covered by a fidelity bond | 2019-12-02 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-02 | Yes |
| Value of fidelity bond cover | 2019-12-02 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-02 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-02 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-02 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-02 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-02 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-02 | No |
| Contributions received from participants | 2019-12-02 | $575,504 |
| Contributions received from participants | 2019-12-02 | $575,504 |
| Participant contributions at end of year | 2019-12-02 | $0 |
| Participant contributions at end of year | 2019-12-02 | $0 |
| Participant contributions at beginning of year | 2019-12-02 | $65,059 |
| Participant contributions at beginning of year | 2019-12-02 | $65,059 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-02 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-02 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-02 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-02 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-02 | $117,477 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-02 | $117,477 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-02 | $15,605,596 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-02 | $15,605,596 |
| Other income not declared elsewhere | 2019-12-02 | $71,686 |
| Other income not declared elsewhere | 2019-12-02 | $71,686 |
| Administrative expenses (other) incurred | 2019-12-02 | $0 |
| Administrative expenses (other) incurred | 2019-12-02 | $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 | 2019-12-02 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-02 | No |
| Value of net income/loss | 2019-12-02 | $-13,018,334 |
| Value of net income/loss | 2019-12-02 | $-13,018,334 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-02 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-02 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-02 | $13,018,334 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-02 | $13,018,334 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-02 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-02 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-02 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-02 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-02 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-02 | No |
| Investment advisory and management fees | 2019-12-02 | $42,450 |
| Investment advisory and management fees | 2019-12-02 | $42,450 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-02 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-02 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-02 | $12,877,993 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-02 | $12,877,993 |
| Value of interest in pooled separate accounts at end of year | 2019-12-02 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-02 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-02 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-02 | $0 |
| Interest on participant loans | 2019-12-02 | $1,129 |
| Interest on participant loans | 2019-12-02 | $1,129 |
| Interest earned on other investments | 2019-12-02 | $21,722 |
| Interest earned on other investments | 2019-12-02 | $21,722 |
| Value of interest in common/collective trusts at end of year | 2019-12-02 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-02 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-02 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-02 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-02 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-02 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-02 | $75,282 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-02 | $75,282 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-02 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-02 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-02 | $1,366,695 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-02 | $1,366,695 |
| Net investment gain/loss from pooled separate accounts | 2019-12-02 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-02 | $0 |
| Net investment gain or loss from common/collective trusts | 2019-12-02 | $0 |
| Net investment gain or loss from common/collective trusts | 2019-12-02 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-02 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-02 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-02 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-02 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-02 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-02 | No |
| Assets. Invements in employer securities at end of year | 2019-12-02 | $0 |
| Assets. Invements in employer securities at end of year | 2019-12-02 | $0 |
| Assets. Invements in employer securities at beginning of year | 2019-12-02 | $0 |
| Assets. Invements in employer securities at beginning of year | 2019-12-02 | $0 |
| Contributions received in cash from employer | 2019-12-02 | $254,731 |
| Contributions received in cash from employer | 2019-12-02 | $254,731 |
| Income. Dividends from common stock | 2019-12-02 | $0 |
| Income. Dividends from common stock | 2019-12-02 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-02 | $109,318 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-02 | $109,318 |
| Contract administrator fees | 2019-12-02 | $5,589 |
| Contract administrator fees | 2019-12-02 | $5,589 |
| Did the plan have assets held for investment | 2019-12-02 | No |
| Did the plan have assets held for investment | 2019-12-02 | No |
| 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 | 2019-12-02 | No |
| 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 | 2019-12-02 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-02 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-02 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-02 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-02 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-02 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-02 | Disclaimer |
| Accountancy firm name | 2019-12-02 | LBMC, PC |
| Accountancy firm name | 2019-12-02 | LBMC, PC |
| Accountancy firm EIN | 2019-12-02 | 621199757 |
| Accountancy firm EIN | 2019-12-02 | 621199757 |
| 2018 : THE CRICHTON BRANDON JACKSON & WARD COMPANY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $421,208 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,005,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,947,874 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of total corrective distributions | 2018-12-31 | $118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,237,119 |
| Value of total assets at end of year | 2018-12-31 | $13,018,334 |
| Value of total assets at beginning of year | 2018-12-31 | $14,602,388 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $57,270 |
| Total interest from all sources | 2018-12-31 | $4,962 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $808,058 |
| 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 | $808,058 |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| 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 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 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 | $829,732 |
| Participant contributions at end of year | 2018-12-31 | $65,059 |
| Participant contributions at beginning of year | 2018-12-31 | $82,939 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $33,312 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $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 | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,584,054 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,018,334 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,602,388 |
| 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 | $56,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,877,993 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,453,606 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
| Interest on participant loans | 2018-12-31 | $2,991 |
| Interest earned on other investments | 2018-12-31 | $1,971 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $75,282 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $65,843 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,628,931 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
| 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 |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
| Contributions received in cash from employer | 2018-12-31 | $374,075 |
| Income. Dividends from common stock | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,947,874 |
| Contract administrator fees | 2018-12-31 | $910 |
| 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 | LBMC |
| Accountancy firm EIN | 2018-12-31 | 621199757 |
