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PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN
Plan identification number 001

PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHELPS, JENKINS, GIBSON & FOWLER LLP has sponsored the creation of one or more 401k plans.

Company Name:PHELPS, JENKINS, GIBSON & FOWLER LLP
Employer identification number (EIN):630575573
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FARLEY POELLNITZ
0012017-01-01FARLEY POELLNITZ
0012017-01-01FARLEY POELLNITZ
0012016-01-01STEPHEN E. SNOW
0012015-01-01FARLEY POELLNITZ
0012014-01-01LINDA K. GRIFFIN
0012013-01-01LINDA K. GRIFFIN
0012012-01-01FARLEY POELLNITZ STEPHEN SNOW2013-07-22
0012011-01-01FARLEY POELLNITZ
0012010-01-01FARLEY POELLNITZ STEPHEN SNOW2011-05-20
0012009-01-01 STEPHEN SNOW2010-04-29
0012009-01-01STEPHEN SNOW

Plan Statistics for PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0133
Number of participants with account balances2022-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0135
Number of participants with account balances2021-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0139
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0137
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0141
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0141
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0141
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0138
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0137
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0140
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0137
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0137
Number of participants with account balances2012-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0137
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0138
Total number of active participants reported on line 7a of the Form 55002010-01-0124
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0137
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0138
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,150,260
Expenses. Total of all expenses incurred2022-12-31$796,185
Benefits paid (including direct rollovers)2022-12-31$751,715
Total plan assets at end of year2022-12-31$9,166,674
Total plan assets at beginning of year2022-12-31$12,113,119
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$73,495
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,283,852
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,946,445
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,166,674
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,113,119
Assets. Value of participant loans2022-12-31$50,931
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$60,097
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$44,470
2021 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,799,560
Expenses. Total of all expenses incurred2021-12-31$109,019
Benefits paid (including direct rollovers)2021-12-31$59,889
Total plan assets at end of year2021-12-31$12,113,119
Total plan assets at beginning of year2021-12-31$10,422,578
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$117,431
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$3,163
Other income received2021-12-31$1,657,859
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,690,541
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,113,119
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,422,578
Assets. Value of participant loans2021-12-31$66,032
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$21,107
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$49,130
2020 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,234,336
Expenses. Total of all expenses incurred2020-12-31$921,712
Benefits paid (including direct rollovers)2020-12-31$900,909
Total plan assets at end of year2020-12-31$10,422,578
Total plan assets at beginning of year2020-12-31$9,109,954
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$29,834
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,072,643
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,312,624
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,422,578
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,109,954
Assets. Value of participant loans2020-12-31$91,434
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$131,859
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,803
2019 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,174,498
Expenses. Total of all expenses incurred2019-12-31$1,507,673
Benefits paid (including direct rollovers)2019-12-31$1,506,696
Total plan assets at end of year2019-12-31$9,109,954
Total plan assets at beginning of year2019-12-31$8,443,129
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$26,355
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,007,179
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$666,825
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,109,954
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,443,129
Assets. Value of participant loans2019-12-31$120,184
Total contributions received or receivable from employer(s)2019-12-31$140,964
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$214
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$763
2018 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-322,443
Expenses. Total of all expenses incurred2018-12-31$162,663
Benefits paid (including direct rollovers)2018-12-31$161,475
Total plan assets at end of year2018-12-31$8,443,129
Total plan assets at beginning of year2018-12-31$8,928,235
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$30,581
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-502,626
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-485,106
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,443,129
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,928,235
Assets. Value of participant loans2018-12-31$130,522
Total contributions received or receivable from employer(s)2018-12-31$149,602
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,188
2017 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,632,732
Expenses. Total of all expenses incurred2017-12-31$345,767
Benefits paid (including direct rollovers)2017-12-31$344,998
Total plan assets at end of year2017-12-31$8,928,235
Total plan assets at beginning of year2017-12-31$7,641,270
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$37,682
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$943
Other income received2017-12-31$1,429,881
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,286,965
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,928,235
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,641,270
Assets. Value of participant loans2017-12-31$51,301
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$164,226
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$769
2016 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$692,962
Expenses. Total of all expenses incurred2016-12-31$287,263
Benefits paid (including direct rollovers)2016-12-31$287,263
Total plan assets at end of year2016-12-31$7,641,270
Total plan assets at beginning of year2016-12-31$7,235,571
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$24,424
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$478,371
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$405,699
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,641,270
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,235,571
Total contributions received or receivable from employer(s)2016-12-31$190,167
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$236,618
Expenses. Total of all expenses incurred2015-12-31$933,124
Benefits paid (including direct rollovers)2015-12-31$933,074
Total plan assets at end of year2015-12-31$7,235,571
Total plan assets at beginning of year2015-12-31$7,932,077
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$29,013
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-52,881
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-696,506
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,235,571
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,932,077
Total contributions received or receivable from employer(s)2015-12-31$260,486
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$797,747
Expenses. Total of all expenses incurred2014-12-31$360,478
Benefits paid (including direct rollovers)2014-12-31$360,478
Total plan assets at end of year2014-12-31$7,932,077
Total plan assets at beginning of year2014-12-31$7,494,808
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$31,715
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$500,452
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$437,269
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,932,077
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,494,808
Total contributions received or receivable from employer(s)2014-12-31$265,580
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,681,246
Expenses. Total of all expenses incurred2013-12-31$183,787
Benefits paid (including direct rollovers)2013-12-31$183,762
Total plan assets at end of year2013-12-31$7,494,808
Total plan assets at beginning of year2013-12-31$5,997,349
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$29,999
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,385,658
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,497,459
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,494,808
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,997,349
Total contributions received or receivable from employer(s)2013-12-31$265,589
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25
2012 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,105,209
Expenses. Total of all expenses incurred2012-12-31$896,054
Benefits paid (including direct rollovers)2012-12-31$896,029
Total plan assets at end of year2012-12-31$5,997,349
Total plan assets at beginning of year2012-12-31$5,788,194
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$36,100
Other income received2012-12-31$778,745
Net income (gross income less expenses)2012-12-31$209,155
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,997,349
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,788,194
Total contributions received or receivable from employer(s)2012-12-31$290,364
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$136,091
Expenses. Total of all expenses incurred2011-12-31$42,643
Benefits paid (including direct rollovers)2011-12-31$42,609
Total plan assets at end of year2011-12-31$5,788,194
Total plan assets at beginning of year2011-12-31$5,694,746
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$33,653
Other income received2011-12-31$-171,503
Net income (gross income less expenses)2011-12-31$93,448
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,788,194
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,694,746
Total contributions received or receivable from employer(s)2011-12-31$273,941
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,058,512
Expenses. Total of all expenses incurred2010-12-31$76,910
Benefits paid (including direct rollovers)2010-12-31$76,906
Total plan assets at end of year2010-12-31$5,694,746
Total plan assets at beginning of year2010-12-31$4,713,144
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$38,069
Other income received2010-12-31$733,585
Net income (gross income less expenses)2010-12-31$981,602
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,694,746
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,713,144
Total contributions received or receivable from employer(s)2010-12-31$286,858
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PHELPS, JENKINS, GIBSON AND FOWLER 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 securities2009-12-31$0

Form 5500 Responses for PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN

2022: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PHELPS, JENKINS, GIBSON AND FOWLER 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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