401k Plan data: JACKSON CONSTRUCTION, LTD. 401K PLAN plan

JACKSON CONSTRUCTION, LTD. 401K PLAN 401k Plan overview

Plan Name	JACKSON CONSTRUCTION, LTD. 401K PLAN
Plan identification number	001

JACKSON CONSTRUCTION, LTD. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

JACKSON CONSTRUCTION, LTD has sponsored the creation of one or more 401k plans.

Company Name: JACKSON CONSTRUCTION, LTD

Employer identification number (EIN): 752678585

NAIC Classification: 238900

Additional information about JACKSON CONSTRUCTION, LTD

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1251852

More information about JACKSON CONSTRUCTION, LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON CONSTRUCTION, LTD. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LINDA JACKSON 2023-09-29
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LINDA JACKSON
001 2016-01-01 LINDA JACKSON 2017-06-19
001 2015-01-01 LINDA JACKSON 2016-06-09
001 2014-01-01 LINDA JACKSON 2015-04-09
001 2013-01-01 LINDA JACKSON 2014-05-23
001 2012-01-01 LINDA JACKSON 2013-08-19
001 2011-01-01 LINDA JACKSON 2012-06-04
001 2009-01-01 LINDA JACKSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LINDA JACKSON	2023-09-29
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LINDA JACKSON
001	2016-01-01	LINDA JACKSON	2017-06-19
001	2015-01-01	LINDA JACKSON	2016-06-09
001	2014-01-01	LINDA JACKSON	2015-04-09
001	2013-01-01	LINDA JACKSON	2014-05-23
001	2012-01-01	LINDA JACKSON	2013-08-19
001	2011-01-01	LINDA JACKSON	2012-06-04
001	2009-01-01	LINDA JACKSON

Plan Statistics for JACKSON CONSTRUCTION, LTD. 401K PLAN

401k plan membership statisitcs for JACKSON CONSTRUCTION, LTD. 401K PLAN

Measure Date Value
2022: JACKSON CONSTRUCTION, LTD. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 166
Number of participants with account balances 2022-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JACKSON CONSTRUCTION, LTD. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 130
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: JACKSON CONSTRUCTION, LTD. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 133
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: JACKSON CONSTRUCTION, LTD. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: JACKSON CONSTRUCTION, LTD. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 136
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: JACKSON CONSTRUCTION, LTD. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 156
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2009: JACKSON CONSTRUCTION, LTD. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
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 23
Total of all active and inactive participants 2009-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 119
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 33

Measure	Date	Value
2022: JACKSON CONSTRUCTION, LTD. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	166
Number of participants with account balances	2022-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JACKSON CONSTRUCTION, LTD. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	130
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: JACKSON CONSTRUCTION, LTD. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	133
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: JACKSON CONSTRUCTION, LTD. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: JACKSON CONSTRUCTION, LTD. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	136
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: JACKSON CONSTRUCTION, LTD. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	156
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2009: JACKSON CONSTRUCTION, LTD. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
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	23
Total of all active and inactive participants	2009-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	119
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	33

Financial Data on JACKSON CONSTRUCTION, LTD. 401K PLAN

Measure	Date	Value
2022 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-42,999
Total of all expenses incurred	2022-12-31	$107,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$106,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$293,576
Value of total assets at end of year	2022-12-31	$2,299,470
Value of total assets at beginning of year	2022-12-31	$2,450,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,570
Total interest from all sources	2022-12-31	$1,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$200,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$253,785
Participant contributions at end of year	2022-12-31	$47,247
Participant contributions at beginning of year	2022-12-31	$19,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-150,839
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,299,470
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,450,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$301,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$292,503
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,950,481
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,138,002
Interest on participant loans	2022-12-31	$1,424
Net investment gain/loss from pooled separate accounts	2022-12-31	$-337,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$39,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$106,270
Contract administrator fees	2022-12-31	$1,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MIBERNRAY & CO
Accountancy firm EIN	2022-12-31	751793612
2021 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$577,182
Total of all expenses incurred	2021-12-31	$101,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$99,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$283,576
Value of total assets at end of year	2021-12-31	$2,450,309
Value of total assets at beginning of year	2021-12-31	$1,974,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,610
Total interest from all sources	2021-12-31	$251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$245,030
Participant contributions at end of year	2021-12-31	$19,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$475,852
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,450,309
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,974,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$292,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$227,034
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,138,002
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,747,423
Interest on participant loans	2021-12-31	$251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,563
Net investment gain/loss from pooled separate accounts	2021-12-31	$290,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$38,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$99,720
Contract administrator fees	2021-12-31	$1,610
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILBERNRAY & CO.
Accountancy firm EIN	2021-12-31	751793612
2020 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$431,030
Total of all expenses incurred	2020-12-31	$104,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$102,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$277,899
Value of total assets at end of year	2020-12-31	$1,974,457
Value of total assets at beginning of year	2020-12-31	$1,647,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$239,464
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$326,874
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,974,457
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,647,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$227,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$164,728
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,747,423
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,482,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,927
Net investment gain/loss from pooled separate accounts	2020-12-31	$151,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$38,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$102,626
Contract administrator fees	2020-12-31	$1,530
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILBERNRAY & COMPANY
Accountancy firm EIN	2020-12-31	751793612
2019 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$493,280
Total of all expenses incurred	2019-12-31	$48,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$45,046
Value of total corrective distributions	2019-12-31	$2,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$250,071
Value of total assets at end of year	2019-12-31	$1,647,583
Value of total assets at beginning of year	2019-12-31	$1,202,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$215,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$444,684
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,647,583
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,202,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$164,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$139,234
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,482,855
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,063,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,537
Net investment gain/loss from pooled separate accounts	2019-12-31	$241,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$34,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$45,046
Contract administrator fees	2019-12-31	$1,375
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MILBERN RAY & COMPANY
Accountancy firm EIN	2019-12-31	751793612
2018 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,279
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,279
Total income from all sources (including contributions)	2018-12-31	$169,041
Total of all expenses incurred	2018-12-31	$47,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$46,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$234,176
Value of total assets at end of year	2018-12-31	$1,202,899
Value of total assets at beginning of year	2018-12-31	$1,081,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$200,416
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	$121,503
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,202,899
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,081,396
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$139,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$86,904
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,063,665
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$994,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,112
Net investment gain/loss from pooled separate accounts	2018-12-31	$-62,744
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$33,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$46,393
Contract administrator fees	2018-12-31	$1,145
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	MILBERN RAY & COMPANY LLP
Accountancy firm EIN	2018-12-31	751793612
2017 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-8,231
Total unrealized appreciation/depreciation of assets	2017-12-31	$-8,231
Total income from all sources (including contributions)	2017-12-31	$270,645
Total of all expenses incurred	2017-12-31	$9,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,277
Value of total corrective distributions	2017-12-31	$955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$166,216
Value of total assets at end of year	2017-12-31	$1,081,396
Value of total assets at beginning of year	2017-12-31	$820,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$139,527
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$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	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$260,843
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,081,396
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$820,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$86,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$820,553
Value of interest in pooled separate accounts at end of year	2017-12-31	$994,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$723
Net investment gain/loss from pooled separate accounts	2017-12-31	$111,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$26,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,277
Contract administrator fees	2017-12-31	$1,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MILBERN RAY & COMPANY LLP
Accountancy firm EIN	2017-12-31	751793612
2010 : JACKSON CONSTRUCTION, LTD. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$137,011
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$42,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$26,465
Value of total corrective distributions	2010-12-31	$6,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$53,028
Value of total assets at end of year	2010-12-31	$733,952
Value of total assets at beginning of year	2010-12-31	$639,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,519
Total interest from all sources	2010-12-31	$182
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$43,782
Total non interest bearing cash at end of year	2010-12-31	$401
Total non interest bearing cash at beginning of year	2010-12-31	$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$94,301
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$733,952
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$639,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$728,670
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$634,531
Interest on participant loans	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,762
Net investment gain/loss from pooled separate accounts	2010-12-31	$83,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$26,465
Contract administrator fees	2010-12-31	$9,519
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILBERN RAY & CO.
Accountancy firm EIN	2010-12-31	751793612

Form 5500 Responses for JACKSON CONSTRUCTION, LTD. 401K PLAN

2022: JACKSON CONSTRUCTION, LTD. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: JACKSON CONSTRUCTION, LTD. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: JACKSON CONSTRUCTION, LTD. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: JACKSON CONSTRUCTION, LTD. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JACKSON CONSTRUCTION, LTD. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JACKSON CONSTRUCTION, LTD. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: JACKSON CONSTRUCTION, LTD. 401K 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	96
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,657
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,657
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	100
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,429
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,429
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	98
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,147
Total amount of fees paid to insurance company	USD $809
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,147
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	93
Total amount of commissions paid to insurance broker	USD $3,553
Total amount of fees paid to insurance company	USD $681
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,553
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Amount paid for insurance broker fees	681

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	87
Total amount of commissions paid to insurance broker	USD $3,284
Total amount of fees paid to insurance company	USD $878
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,284
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Amount paid for insurance broker fees	878

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

817503

Policy instance

Insurance contract or identification number	817503
Number of Individuals Covered	67
Total amount of commissions paid to insurance broker	USD $16,173
Total amount of fees paid to insurance company	USD $3,618
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,173
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	GREGORY P BURGE & CO INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36635

Policy instance

Insurance contract or identification number	G36635
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $353
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $353
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	GREGORY P. BURGE & CO INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

48415

Policy instance

Insurance contract or identification number	48415
Number of Individuals Covered	45
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,881
Total amount of fees paid to insurance company	USD $673
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,881
Insurance broker organization code?	3
Amount paid for insurance broker fees	669
Additional information about fees paid to insurance broker	REDEMPTION FEES
Insurance broker name	THE VANGUARD GROUP

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Company Name:	JACKSON CONSTRUCTION, LTD
Employer identification number (EIN):	752678585
NAIC Classification:	238900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1251852