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 | 290 |
| Net assets as of the end of the plan year | 2025-08-13 | 1817904 |
| Total assets as of the beginning of the plan year | 2025-08-13 | 1596720 |
| Value of plan covered by a fidelity bond | 2025-08-13 | 449284 |
| Other income to plan in this plan year | 2025-08-13 | 190918 |
| Plan net income in this plan year | 2025-08-13 | 221184 |
| Net assets as of the end of the plan year | 2025-08-13 | 1817904 |
| Net assets as of the beginning of the plan year | 2025-08-13 | 1596720 |
| Value of employer contributions paid | 2025-08-13 | 0 |
| Employer contributions to plan in this plan year | 2025-08-13 | 30556 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-13 | 290 |
| 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 | 1127 |
| Net assets as of the end of the plan year | 2024-08-04 | 1596720 |
| Total assets as of the beginning of the plan year | 2024-08-04 | 1370779 |
| Value of plan covered by a fidelity bond | 2024-08-04 | 449284 |
| Other income to plan in this plan year | 2024-08-04 | 195668 |
| Plan net income in this plan year | 2024-08-04 | 225941 |
| Net assets as of the end of the plan year | 2024-08-04 | 1596720 |
| Net assets as of the beginning of the plan year | 2024-08-04 | 1370779 |
| Value of employer contributions paid | 2024-08-04 | 0 |
| Employer contributions to plan in this plan year | 2024-08-04 | 31400 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-04 | 1127 |
| 2022 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 615 |
| Net assets as of the end of the plan year | 2022-07-26 | 1519719 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1315368 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 449284 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 172397 |
| Plan net income in this plan year | 2022-07-26 | 204351 |
| Net assets as of the end of the plan year | 2022-07-26 | 1519719 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1315368 |
| Value of funding deficiency | 2022-07-26 | 0 |
| Value of employer contributions paid | 2022-07-26 | 32569 |
| Employer contributions to plan in this plan year | 2022-07-26 | 32569 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 615 |
| 2015 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $49,770 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $771,765 |
| Total plan assets at beginning of year | 2015-12-31 | $721,995 |
| Other income received | 2015-12-31 | $-52 |
| Net income (gross income less expenses) | 2015-12-31 | $49,770 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $771,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $721,995 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $49,822 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $49,822 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $49,822 |
| 2014 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $84,356 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $183 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $719,242 |
| Total plan assets at beginning of year | 2014-12-31 | $635,069 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| 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 | $39,489 |
| Net income (gross income less expenses) | 2014-12-31 | $84,173 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $719,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $635,069 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $44,867 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| 2013 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $148,886 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $36,753 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $36,753 |
| Total plan assets at end of year | 2013-12-31 | $634,458 |
| Total plan assets at beginning of year | 2013-12-31 | $522,325 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| 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 | $102,736 |
| Net income (gross income less expenses) | 2013-12-31 | $112,133 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $634,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $522,325 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,150 |
| 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 |
| 2012 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $89,683 |
| 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 | $520,096 |
| Total plan assets at beginning of year | 2012-12-31 | $430,413 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| 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 | $45,728 |
| Net income (gross income less expenses) | 2012-12-31 | $89,683 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $520,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $430,413 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $43,955 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| 2011 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $44,620 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,471 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,471 |
| Total plan assets at end of year | 2011-12-31 | $430,413 |
| Total plan assets at beginning of year | 2011-12-31 | $387,264 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| 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 | $1,085 |
| Net income (gross income less expenses) | 2011-12-31 | $43,149 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $430,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $387,264 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $43,535 |
| 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 | $43,535 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $43,535 |
| 2010 : JACKSON, SJOBERG, MCCARTHY & TOWNSEND, LLP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $81,679 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,029 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,029 |
| Total plan assets at end of year | 2010-12-31 | $387,264 |
| Total plan assets at beginning of year | 2010-12-31 | $312,614 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| 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 | $44,707 |
| Net income (gross income less expenses) | 2010-12-31 | $74,650 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $387,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $312,614 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $36,972 |
| 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 |
