401k Plan data: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN plan

JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 401k Plan overview

Plan Name	JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN
Plan identification number	001

JARDINE, STEPHENSON, BLEWETT PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JARDINE, STEPHENSON, BLEWETT has sponsored the creation of one or more 401k plans.

Company Name: JARDINE, STEPHENSON, BLEWETT

Employer identification number (EIN): 810441866

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GARY W. BJELLAND 2024-06-27 GARY W. BJELLAND 2024-06-27
001 2022-01-01 GARY W. BJELLAND 2023-06-21 GARY W. BJELLAND 2023-06-21
001 2021-01-01 GARY W. BJELLAND 2022-07-26 GARY W. BJELLAND 2022-07-26
001 2021-01-01 GARY W. BJELLAND 2022-07-26 GARY W. BJELLAND 2022-07-26
001 2020-01-01 GARY BJELLAND 2021-07-19
001 2019-01-01 GARY W. BJELLAND 2020-07-20
001 2018-01-01 GARY W. BJELLAND 2019-07-31 GARY W. BJELLAND 2019-07-31
001 2017-01-01 GARY BJELLAND 2018-07-13
001 2016-01-01 GARY W. BJELLAND 2017-07-19
001 2015-01-01 GARY W. BJELLAND GARY W. BJELLAND 2016-07-19
001 2014-01-01 GARY W. BJELLAND
001 2013-01-01 GARY W. BJELLAND
001 2012-01-01 GARY BJELLAND
001 2011-01-01 GARY BJELLAND
001 2010-01-01 GARY BJELLAND GARY BJELLAND 2011-07-29
001 2009-01-01 GARY W. BJELLAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GARY W. BJELLAND	2024-06-27	GARY W. BJELLAND	2024-06-27
001	2022-01-01	GARY W. BJELLAND	2023-06-21	GARY W. BJELLAND	2023-06-21
001	2021-01-01	GARY W. BJELLAND	2022-07-26	GARY W. BJELLAND	2022-07-26
001	2021-01-01	GARY W. BJELLAND	2022-07-26	GARY W. BJELLAND	2022-07-26
001	2020-01-01	GARY BJELLAND	2021-07-19
001	2019-01-01	GARY W. BJELLAND	2020-07-20
001	2018-01-01	GARY W. BJELLAND	2019-07-31	GARY W. BJELLAND	2019-07-31
001	2017-01-01	GARY BJELLAND	2018-07-13
001	2016-01-01	GARY W. BJELLAND	2017-07-19
001	2015-01-01	GARY W. BJELLAND		GARY W. BJELLAND	2016-07-19
001	2014-01-01	GARY W. BJELLAND
001	2013-01-01	GARY W. BJELLAND
001	2012-01-01	GARY BJELLAND
001	2011-01-01	GARY BJELLAND
001	2010-01-01	GARY BJELLAND		GARY BJELLAND	2011-07-29
001	2009-01-01	GARY W. BJELLAND

Financial Data on JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN

Measure	Date	Value
2025 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-31	0
Total expenses incurred by plan in this plan year	2025-07-31	625381
Net assets as of the end of the plan year	2025-07-31	9917473
Total assets as of the beginning of the plan year	2025-07-31	8940085
Value of plan covered by a fidelity bond	2025-07-31	500000
Participant contributions to plan in this plan year	2025-07-31	110329
Value of participant loans at end of plan year	2025-07-31	22505
Other income to plan in this plan year	2025-07-31	1339635
Plan net income in this plan year	2025-07-31	977388
Net assets as of the end of the plan year	2025-07-31	9917473
Net assets as of the beginning of the plan year	2025-07-31	8940085
Value of employer contributions paid	2025-07-31	0
Employer contributions to plan in this plan year	2025-07-31	152805
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-31	1775
2024 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-27	0
Total expenses incurred by plan in this plan year	2024-06-27	401328
Net assets as of the end of the plan year	2024-06-27	8940085
Total assets as of the beginning of the plan year	2024-06-27	7724827
Value of plan covered by a fidelity bond	2024-06-27	500000
Participant contributions to plan in this plan year	2024-06-27	84216
Value of participant loans at end of plan year	2024-06-27	30093
Other contributions to plan in this plan year	2024-06-27	119970
Other income to plan in this plan year	2024-06-27	1308990
Plan net income in this plan year	2024-06-27	1215258
Net assets as of the end of the plan year	2024-06-27	8940085
Net assets as of the beginning of the plan year	2024-06-27	7724827
Value of employer contributions paid	2024-06-27	0
Employer contributions to plan in this plan year	2024-06-27	103410
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-27	3717
2015 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$268,839
Expenses. Total of all expenses incurred	2015-12-31	$60,714
Benefits paid (including direct rollovers)	2015-12-31	$60,060
Total plan assets at end of year	2015-12-31	$8,970,582
Total plan assets at beginning of year	2015-12-31	$8,762,457
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$101,094
Expenses. Other expenses not covered elsewhere	2015-12-31	$654
Other income received	2015-12-31	$46,660
Net income (gross income less expenses)	2015-12-31	$208,125
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,970,582
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,762,457
Assets. Value of participant loans	2015-12-31	$55,979
Total contributions received or receivable from employer(s)	2015-12-31	$121,085
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	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$736,667
Expenses. Total of all expenses incurred	2014-12-31	$309,622
Benefits paid (including direct rollovers)	2014-12-31	$309,085
Total plan assets at end of year	2014-12-31	$8,762,457
Total plan assets at beginning of year	2014-12-31	$8,335,412
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$101,623
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$524,356
Net income (gross income less expenses)	2014-12-31	$427,045
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,762,457
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,335,412
Assets. Value of participant loans	2014-12-31	$51,341
Total contributions received or receivable from employer(s)	2014-12-31	$110,688
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$537
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
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,576,991
Expenses. Total of all expenses incurred	2013-12-31	$2,727,634
Benefits paid (including direct rollovers)	2013-12-31	$2,724,526
Total plan assets at end of year	2013-12-31	$8,335,412
Total plan assets at beginning of year	2013-12-31	$9,486,055
Total contributions received or receivable from participants	2013-12-31	$114,293
Expenses. Other expenses not covered elsewhere	2013-12-31	$383
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,331,088
Net income (gross income less expenses)	2013-12-31	$-1,150,643
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,335,412
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,486,055
Assets. Value of participant loans	2013-12-31	$74,127
Total contributions received or receivable from employer(s)	2013-12-31	$131,610
Value of certain deemed distributions of participant loans	2013-12-31	$1,567
Value of corrective distributions	2013-12-31	$1,158
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 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,024,252
Expenses. Total of all expenses incurred	2012-12-31	$881,933
Benefits paid (including direct rollovers)	2012-12-31	$881,792
Total plan assets at end of year	2012-12-31	$9,486,055
Total plan assets at beginning of year	2012-12-31	$9,343,736
Total contributions received or receivable from participants	2012-12-31	$121,287
Expenses. Other expenses not covered elsewhere	2012-12-31	$141
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$737,376
Net income (gross income less expenses)	2012-12-31	$142,319
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,486,055
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,343,736
Assets. Value of participant loans	2012-12-31	$101,675
Total contributions received or receivable from employer(s)	2012-12-31	$165,589
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
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$438,122
Expenses. Total of all expenses incurred	2011-12-31	$2,351,031
Benefits paid (including direct rollovers)	2011-12-31	$2,347,471
Total plan assets at end of year	2011-12-31	$9,343,736
Total plan assets at beginning of year	2011-12-31	$11,256,646
Total contributions received or receivable from participants	2011-12-31	$123,091
Expenses. Other expenses not covered elsewhere	2011-12-31	$35
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$124,144
Net income (gross income less expenses)	2011-12-31	$-1,912,909
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,343,736
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$11,256,646
Assets. Value of participant loans	2011-12-31	$65,499
Total contributions received or receivable from employer(s)	2011-12-31	$190,887
Value of certain deemed distributions of participant loans	2011-12-31	$3,525
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 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,155,665
Expenses. Total of all expenses incurred	2010-12-31	$679,546
Benefits paid (including direct rollovers)	2010-12-31	$675,992
Total plan assets at end of year	2010-12-31	$11,256,646
Total plan assets at beginning of year	2010-12-31	$10,780,527
Total contributions received or receivable from participants	2010-12-31	$120,902
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,554
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$860,989
Net income (gross income less expenses)	2010-12-31	$476,119
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$11,256,646
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,780,527
Assets. Value of participant loans	2010-12-31	$75,243
Total contributions received or receivable from employer(s)	2010-12-31	$173,774
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 : JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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

Form 5500 Responses for JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN

2015: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 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
2010: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JARDINE, STEPHENSON, BLEWETT PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JARDINE, STEPHENSON, BLEWETT
Employer identification number (EIN):	810441866
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers