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JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 001

JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

JONES, SKELTON & HOCHULI, P.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JONES, SKELTON & HOCHULI, P.L.C.
Employer identification number (EIN):860447591
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM HOLM2023-10-12
0012021-01-01WILLIAM HOLM2022-10-10
0012020-01-01WILLIAM HOLM2021-10-11
0012019-01-01WILLIAM HOLM2020-10-14
0012019-01-01WILLIAM HOLM2020-12-22
0012018-01-01WILLIAM HOLM2019-10-14
0012018-01-01WILLIAM HOLM2019-12-22
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01WILLIAM HOLM2017-10-31
0012016-01-01WILLIAM HOLM2018-01-17
0012015-01-01WILLIAM HOLM
0012015-01-01WILLIAM HOLM
0012014-01-01WILLIAM HOLM
0012013-01-01WILLIAM HOLM
0012012-01-01JENNIFER LOVATO
0012011-01-01JENNIFER LOVATO
0012009-01-01KARA ROSSEAUX KARA ROSSEAUX2010-10-13
0012009-01-01KARA ROSSEAUX

Plan Statistics for JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01186
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01179
Number of participants with account balances2021-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01179
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01179
Number of participants with account balances2019-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01176
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01169
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01174
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01199
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01171
Number of participants with account balances2011-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01200
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$150,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,013,975
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,675,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,624,149
Value of total corrective distributions2022-12-31$1,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,777,460
Value of total assets at end of year2022-12-31$43,104,681
Value of total assets at beginning of year2022-12-31$54,644,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,789
Total interest from all sources2022-12-31$127,417
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,416,204
Participant contributions at end of year2022-12-31$281,683
Participant contributions at beginning of year2022-12-31$360,383
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,646,436
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,588,233
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$473,954
Total non interest bearing cash at end of year2022-12-31$72,717
Total non interest bearing cash at beginning of year2022-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,689,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,104,681
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,644,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,056,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,924,677
Interest on participant loans2022-12-31$15,970
Interest earned on other investments2022-12-31$111,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,047,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,771,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,918,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$887,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,624,149
Contract administrator fees2022-12-31$50,789
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EVERS ROBINSON LTD
Accountancy firm EIN2022-12-31860715183
2021 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$194,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,577,495
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$551,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$393,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,414,472
Value of total assets at end of year2021-12-31$54,644,533
Value of total assets at beginning of year2021-12-31$46,423,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,542
Total interest from all sources2021-12-31$144,324
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,373,393
Participant contributions at end of year2021-12-31$360,383
Participant contributions at beginning of year2021-12-31$454,156
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,588,233
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,565,101
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,747
Total non interest bearing cash at end of year2021-12-31$4
Total non interest bearing cash at beginning of year2021-12-31$21,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,026,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,644,533
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,423,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,924,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,041,681
Interest on participant loans2021-12-31$21,942
Interest earned on other investments2021-12-31$122,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,771,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,341,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,018,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,032,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$393,461
Contract administrator fees2021-12-31$157,542
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EVERS ROBINSON LTD
Accountancy firm EIN2021-12-31860715183
2020 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$291,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,028,186
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,738,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,596,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,528,954
Value of total assets at end of year2020-12-31$46,423,346
Value of total assets at beginning of year2020-12-31$38,842,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,206
Total interest from all sources2020-12-31$125,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,432,741
Participant contributions at end of year2020-12-31$454,156
Participant contributions at beginning of year2020-12-31$454,717
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,565,101
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,834,059
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,116
Other income not declared elsewhere2020-12-31$850,056
Total non interest bearing cash at end of year2020-12-31$21,248
Total non interest bearing cash at beginning of year2020-12-31$413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,289,362
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,423,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,842,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$64,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,041,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,909,207
Interest on participant loans2020-12-31$26,238
Interest earned on other investments2020-12-31$99,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,341,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,644,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,523,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,025,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,596,618
Contract administrator fees2020-12-31$77,237
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EVERS ROBINSON LTD
Accountancy firm EIN2020-12-31860715183
2019 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$231,213
Total transfer of assets to this plan2019-12-31$231,213
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,634,643
Total income from all sources (including contributions)2019-12-31$9,634,643
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,608,549
Total of all expenses incurred2019-12-31$3,608,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,535,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,535,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,819,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,819,335
Value of total assets at end of year2019-12-31$38,842,577
Value of total assets at end of year2019-12-31$38,842,577
Value of total assets at beginning of year2019-12-31$32,585,270
Value of total assets at beginning of year2019-12-31$32,585,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,917
Total interest from all sources2019-12-31$146,031
Total interest from all sources2019-12-31$146,031
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,003,177
Contributions received from participants2019-12-31$1,003,177
Participant contributions at end of year2019-12-31$454,717
Participant contributions at end of year2019-12-31$454,717
Participant contributions at beginning of year2019-12-31$342,532
Participant contributions at beginning of year2019-12-31$342,532
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,834,059
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,834,059
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,239,874
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,239,874
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,091,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,091,286
Other income not declared elsewhere2019-12-31$1,071,893
Other income not declared elsewhere2019-12-31$1,071,893
Total non interest bearing cash at end of year2019-12-31$413
Total non interest bearing cash at end of year2019-12-31$413
Total non interest bearing cash at beginning of year2019-12-31$6
Total non interest bearing cash at beginning of year2019-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,026,094
Value of net income/loss2019-12-31$6,026,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,842,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,842,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,585,270
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,585,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$-753
Investment advisory and management fees2019-12-31$-753
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,909,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,909,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,698,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,698,027
Interest on participant loans2019-12-31$22,542
Interest on participant loans2019-12-31$22,542
Interest earned on other investments2019-12-31$123,489
Interest earned on other investments2019-12-31$123,489
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,644,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,644,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,304,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,304,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,597,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,597,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$724,872
Contributions received in cash from employer2019-12-31$724,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,535,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,535,632
Contract administrator fees2019-12-31$73,670
Contract administrator fees2019-12-31$73,670
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EVERS ROBINSON LTD
Accountancy firm name2019-12-31EVERS ROBINSON LTD
Accountancy firm EIN2019-12-31860715183
Accountancy firm EIN2019-12-31860715183
2018 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$192,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$931,587
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,029,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,903,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,260,331
Value of total assets at end of year2018-12-31$32,570,534
Value of total assets at beginning of year2018-12-31$33,475,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,527
Total interest from all sources2018-12-31$35,406
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,219,673
Participant contributions at end of year2018-12-31$342,532
Participant contributions at beginning of year2018-12-31$253,378
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,225,138
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,652,587
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,704
Other income not declared elsewhere2018-12-31$-160,746
Total non interest bearing cash at end of year2018-12-31$6
Total non interest bearing cash at beginning of year2018-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,098,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,570,534
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,475,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$60,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,698,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,424,704
Interest on participant loans2018-12-31$16,527
Interest earned on other investments2018-12-31$18,879
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$3,145,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,304,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,203,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$935,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,903,301
Contract administrator fees2018-12-31$65,863
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EVERS ROBINSON LTD
Accountancy firm EIN2018-12-31860715183
2017 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$292,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,744,535
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,301,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,163,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,179,626
Value of total assets at end of year2017-12-31$33,475,857
Value of total assets at beginning of year2017-12-31$27,740,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,798
Total interest from all sources2017-12-31$10,163
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,192,774
Participant contributions at end of year2017-12-31$253,378
Participant contributions at beginning of year2017-12-31$217,248
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,652,587
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,453,947
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,069
Other income not declared elsewhere2017-12-31$740,435
Total non interest bearing cash at end of year2017-12-31$4
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,442,701
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,475,857
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,740,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$98,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,424,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,396,064
Interest on participant loans2017-12-31$10,163
Value of interest in common/collective trusts at end of year2017-12-31$3,145,184
Value of interest in common/collective trusts at beginning of year2017-12-31$2,673,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,773,916
Net investment gain or loss from common/collective trusts2017-12-31$40,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$953,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,163,036
Contract administrator fees2017-12-31$39,919
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EVERS ROBINSON LTD
Accountancy firm EIN2017-12-31860715183
2016 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$6
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,729,588
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$961,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$822,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,010,089
Value of total assets at end of year2016-12-31$27,740,335
Value of total assets at beginning of year2016-12-31$24,972,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$138,725
Total interest from all sources2016-12-31$9,686
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,072,765
Participant contributions at end of year2016-12-31$217,248
Participant contributions at beginning of year2016-12-31$277,609
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,453,947
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,093,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,891
Other income not declared elsewhere2016-12-31$-5,709
Total non interest bearing cash at end of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,767,983
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,740,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,972,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$89,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,396,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,332,819
Interest on participant loans2016-12-31$9,686
Value of interest in common/collective trusts at end of year2016-12-31$2,673,074
Value of interest in common/collective trusts at beginning of year2016-12-31$2,267,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,685,669
Net investment gain or loss from common/collective trusts2016-12-31$29,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$878,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$822,880
Contract administrator fees2016-12-31$41,059
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EVERS ROBINSON LTD
Accountancy firm EIN2016-12-31860715183
2015 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,936,745
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$435,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$309,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,640,115
Value of total assets at end of year2015-12-31$24,980,346
Value of total assets at beginning of year2015-12-31$23,479,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$125,706
Total interest from all sources2015-12-31$34,457
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$964,547
Participant contributions at end of year2015-12-31$277,609
Participant contributions at beginning of year2015-12-31$339,013
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,101,952
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,462,976
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,414
Other income not declared elsewhere2015-12-31$380,016
Total non interest bearing cash at beginning of year2015-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,501,257
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,980,346
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,479,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,332,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,699,466
Interest on participant loans2015-12-31$13,076
Value of interest in common/collective trusts at end of year2015-12-31$2,267,966
Value of interest in common/collective trusts at beginning of year2015-12-31$1,112,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$865,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$865,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-117,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$638,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$309,782
Contract administrator fees2015-12-31$78,731
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EVERS ROBINSON LTD
Accountancy firm EIN2015-12-31860715183
2014 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$78,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,219,689
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,633,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,516,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,970,444
Value of total assets at end of year2014-12-31$23,479,089
Value of total assets at beginning of year2014-12-31$22,813,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,530
Total interest from all sources2014-12-31$14,718
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,006,713
Participant contributions at end of year2014-12-31$339,013
Participant contributions at beginning of year2014-12-31$343,944
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,462,976
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,832,383
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$343,157
Other income not declared elsewhere2014-12-31$62,043
Total non interest bearing cash at end of year2014-12-31$1
Total non interest bearing cash at beginning of year2014-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$586,493
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,479,089
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,813,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,699,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,378,952
Interest on participant loans2014-12-31$14,631
Value of interest in common/collective trusts at end of year2014-12-31$1,112,129
Value of interest in common/collective trusts at beginning of year2014-12-31$1,381,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$865,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$876,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$876,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,163,182
Net investment gain or loss from common/collective trusts2014-12-31$9,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$620,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,516,666
Contract administrator fees2014-12-31$75,512
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EVERS ROBINSON LTD
Accountancy firm EIN2014-12-31860715183
2013 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$113,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,155,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$575,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$482,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,527,662
Value of total assets at end of year2013-12-31$22,813,609
Value of total assets at beginning of year2013-12-31$18,120,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,711
Total interest from all sources2013-12-31$16,100
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$907,596
Participant contributions at end of year2013-12-31$343,944
Participant contributions at beginning of year2013-12-31$357,368
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,832,383
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,887,075
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$88,422
Other income not declared elsewhere2013-12-31$179,597
Total non interest bearing cash at end of year2013-12-31$1
Total non interest bearing cash at beginning of year2013-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,580,331
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,813,609
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,120,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,378,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,877,867
Interest on participant loans2013-12-31$16,020
Value of interest in common/collective trusts at end of year2013-12-31$1,381,456
Value of interest in common/collective trusts at beginning of year2013-12-31$1,060,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$876,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$937,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$937,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,422,952
Net investment gain or loss from common/collective trusts2013-12-31$9,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$531,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$482,762
Contract administrator fees2013-12-31$65,923
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EVERS ROBINSON LTD
Accountancy firm EIN2013-12-31860715183
2012 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$321,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,175,730
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,372,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,301,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,323,568
Value of total assets at end of year2012-12-31$18,120,059
Value of total assets at beginning of year2012-12-31$16,995,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,220
Total interest from all sources2012-12-31$13,909
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$809,851
Participant contributions at end of year2012-12-31$357,368
Participant contributions at beginning of year2012-12-31$239,501
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,887,075
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,991,133
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,096
Other income not declared elsewhere2012-12-31$263,883
Total non interest bearing cash at end of year2012-12-31$2
Total non interest bearing cash at beginning of year2012-12-31$85,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$803,112
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,120,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,995,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,877,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,924,046
Interest on participant loans2012-12-31$13,500
Value of interest in common/collective trusts at end of year2012-12-31$1,060,245
Value of interest in common/collective trusts at beginning of year2012-12-31$265,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$937,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,489,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,489,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,556,312
Net investment gain or loss from common/collective trusts2012-12-31$18,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$465,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,301,398
Contract administrator fees2012-12-31$47,391
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EVERS ROBINSON LTD
Accountancy firm EIN2012-12-31860715183
2011 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$38,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,121,862
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,817,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,739,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,776,547
Value of total assets at end of year2011-12-31$16,995,310
Value of total assets at beginning of year2011-12-31$17,652,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,479
Total interest from all sources2011-12-31$13,420
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$886,642
Participant contributions at end of year2011-12-31$239,501
Participant contributions at beginning of year2011-12-31$272,516
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,991,133
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,255,432
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$255,641
Other income not declared elsewhere2011-12-31$-161,403
Total non interest bearing cash at end of year2011-12-31$85,240
Total non interest bearing cash at beginning of year2011-12-31$33,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-695,905
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,995,310
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,652,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$25,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,924,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,631,949
Interest on participant loans2011-12-31$12,965
Value of interest in common/collective trusts at end of year2011-12-31$265,731
Value of interest in common/collective trusts at beginning of year2011-12-31$158,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,489,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,301,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,301,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-509,960
Net investment gain or loss from common/collective trusts2011-12-31$3,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$634,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,739,288
Contract administrator fees2011-12-31$52,681
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EVERS ROBINSON LTD
Accountancy firm EIN2011-12-31860715183
2010 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,000
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$3,569,357
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$793,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$677,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,665,877
Value of total assets at end of year2010-12-31$17,652,714
Value of total assets at beginning of year2010-12-31$14,877,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$115,562
Total interest from all sources2010-12-31$14,712
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$939,494
Participant contributions at end of year2010-12-31$272,516
Participant contributions at beginning of year2010-12-31$180,758
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,255,432
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,783,703
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$146,528
Other income not declared elsewhere2010-12-31$348,256
Total non interest bearing cash at end of year2010-12-31$33,275
Total non interest bearing cash at beginning of year2010-12-31$95,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,776,060
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,652,714
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,877,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,631,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,398,695
Interest on participant loans2010-12-31$14,712
Value of interest in common/collective trusts at end of year2010-12-31$158,367
Value of interest in common/collective trusts at beginning of year2010-12-31$289,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,301,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,129,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,129,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,535,288
Net investment gain or loss from common/collective trusts2010-12-31$5,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$579,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$677,735
Contract administrator fees2010-12-31$115,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EVERS ROBINSON LTD
Accountancy firm EIN2010-12-31860715183
2009 : JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN

2022: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806019
Policy instance 1
Insurance contract or identification number806019
Number of Individuals Covered186
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806019
Policy instance 1
Insurance contract or identification number806019
Number of Individuals Covered179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806019
Policy instance 1
Insurance contract or identification number806019
Number of Individuals Covered179
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806019
Policy instance 1
Insurance contract or identification number806019
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806019
Policy instance 1
Insurance contract or identification number806019
Number of Individuals Covered176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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