JACKSON, SJOBERG, MCCARTHY & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP
| Measure | Date | Value |
|---|
| 2025 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-13 | 212 |
| Net assets as of the end of the plan year | 2025-08-13 | 8940354 |
| Total assets as of the beginning of the plan year | 2025-08-13 | 7735291 |
| Value of plan covered by a fidelity bond | 2025-08-13 | 449284 |
| Participant contributions to plan in this plan year | 2025-08-13 | 99112 |
| Other income to plan in this plan year | 2025-08-13 | 1010906 |
| Plan net income in this plan year | 2025-08-13 | 1205063 |
| Net assets as of the end of the plan year | 2025-08-13 | 8940354 |
| Net assets as of the beginning of the plan year | 2025-08-13 | 7735291 |
| Value of employer contributions paid | 2025-08-13 | 0 |
| Employer contributions to plan in this plan year | 2025-08-13 | 95257 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-13 | 212 |
| 2024 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-08-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-04 | 820 |
| Net assets as of the end of the plan year | 2024-08-04 | 7735291 |
| Total assets as of the beginning of the plan year | 2024-08-04 | 6527851 |
| Value of plan covered by a fidelity bond | 2024-08-04 | 449284 |
| Participant contributions to plan in this plan year | 2024-08-04 | 71068 |
| Other income to plan in this plan year | 2024-08-04 | 1038992 |
| Plan net income in this plan year | 2024-08-04 | 1207440 |
| Net assets as of the end of the plan year | 2024-08-04 | 7735291 |
| Net assets as of the beginning of the plan year | 2024-08-04 | 6527851 |
| Value of employer contributions paid | 2024-08-04 | 0 |
| Employer contributions to plan in this plan year | 2024-08-04 | 98200 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-04 | 820 |
| 2022 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 828 |
| Net assets as of the end of the plan year | 2022-07-26 | 7269089 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 6113531 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 449284 |
| Participant contributions to plan in this plan year | 2022-07-26 | 113885 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 936916 |
| Plan net income in this plan year | 2022-07-26 | 1155558 |
| Net assets as of the end of the plan year | 2022-07-26 | 7269089 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 6113531 |
| Value of employer contributions paid | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 105585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 828 |
| 2015 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $329,634 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $804,664 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $804,664 |
| Total plan assets at end of year | 2015-12-31 | $3,361,209 |
| Total plan assets at beginning of year | 2015-12-31 | $3,836,239 |
| Total contributions received or receivable from participants | 2015-12-31 | $149,969 |
| Other income received | 2015-12-31 | $20,827 |
| Net income (gross income less expenses) | 2015-12-31 | $-475,030 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,361,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,836,239 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $158,838 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $473,017 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $182 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $3,820,708 |
| Total plan assets at beginning of year | 2014-12-31 | $3,347,873 |
| Total contributions received or receivable from participants | 2014-12-31 | $132,341 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $203,408 |
| Net income (gross income less expenses) | 2014-12-31 | $472,835 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,820,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,347,873 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $137,268 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $182 |
| 2013 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $786,346 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $94,110 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $94,110 |
| Total plan assets at end of year | 2013-12-31 | $3,339,462 |
| Total plan assets at beginning of year | 2013-12-31 | $2,647,226 |
| Total contributions received or receivable from participants | 2013-12-31 | $125,859 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $521,887 |
| Net income (gross income less expenses) | 2013-12-31 | $692,236 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,339,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,647,226 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $138,600 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $471,022 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $2,634,845 |
| Total plan assets at beginning of year | 2012-12-31 | $2,163,822 |
| Total contributions received or receivable from participants | 2012-12-31 | $116,978 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $222,899 |
| Net income (gross income less expenses) | 2012-12-31 | $471,022 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,634,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,163,822 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $131,145 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $210,733 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,062 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,062 |
| Total plan assets at end of year | 2011-12-31 | $2,143,065 |
| Total plan assets at beginning of year | 2011-12-31 | $1,936,394 |
| Total contributions received or receivable from participants | 2011-12-31 | $87,435 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $5,248 |
| Net income (gross income less expenses) | 2011-12-31 | $206,671 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,143,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,936,394 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $118,050 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $410,881 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,606 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $18,606 |
| Total plan assets at end of year | 2010-12-31 | $1,936,394 |
| Total plan assets at beginning of year | 2010-12-31 | $1,544,119 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,182 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $219,672 |
| Net income (gross income less expenses) | 2010-12-31 | $392,275 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,936,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,544,119 |
| Assets. Value of participant loans | 2010-12-31 | $20,803 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $111,027 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2015: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 |
| 2014: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 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 |
