JAXSON INVESTMENTS INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : JAXSON INVESTMENTS 401K TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $44,813 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $215,398 |
| Total plan assets at beginning of year | 2023-12-31 | $170,585 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000 |
| Other income received | 2023-12-31 | $44,813 |
| Net income (gross income less expenses) | 2023-12-31 | $44,813 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $215,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $170,585 |
| Assets. Value of employer securities | 2023-12-31 | $215,398 |
| 2022 : JAXSON INVESTMENTS 401K TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $23,145 |
| Total plan assets at end of year | 2022-12-31 | $170,585 |
| Total plan assets at beginning of year | 2022-12-31 | $147,440 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Other income received | 2022-12-31 | $23,145 |
| Net income (gross income less expenses) | 2022-12-31 | $23,145 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $170,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $147,440 |
| Assets. Value of employer securities | 2022-12-31 | $170,585 |
| 2021 : JAXSON INVESTMENTS 401K TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $29,934 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $147,440 |
| Total plan assets at beginning of year | 2021-12-31 | $117,506 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Other income received | 2021-12-31 | $29,934 |
| Net income (gross income less expenses) | 2021-12-31 | $29,934 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $147,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $117,506 |
| Assets. Value of employer securities | 2021-12-31 | $147,440 |
| 2020 : JAXSON INVESTMENTS 401K TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $103,614 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $117,506 |
| Total plan assets at beginning of year | 2020-12-31 | $13,892 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $13,000 |
| Other income received | 2020-12-31 | $90,614 |
| Net income (gross income less expenses) | 2020-12-31 | $103,614 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $117,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,892 |
| Assets. Value of employer securities | 2020-12-31 | $117,006 |
| 2019 : JAXSON INVESTMENTS 401K TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $93,892 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $80,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $80,000 |
| Total plan assets at end of year | 2019-12-31 | $13,892 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $118,000 |
| Other income received | 2019-12-31 | $-24,108 |
| Net income (gross income less expenses) | 2019-12-31 | $13,892 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $5,892 |
| 2023: JAXSON INVESTMENTS 401K TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAXSON INVESTMENTS 401K TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAXSON INVESTMENTS 401K TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAXSON INVESTMENTS 401K TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAXSON INVESTMENTS 401K TRUST 2019 form 5500 responses |
|---|
| 2019-02-20 | Type of plan entity | Single employer plan |
| 2019-02-20 | First time form 5500 has been submitted | Yes |
| 2019-02-20 | Submission has been amended | No |
| 2019-02-20 | This submission is the final filing | No |
| 2019-02-20 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-02-20 | Plan is a collectively bargained plan | No |
| 2019-02-20 | Plan funding arrangement – Trust | Yes |
| 2019-02-20 | Plan benefit arrangement - Trust | Yes |
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