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JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan NameJARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN
Plan identification number 001

JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C.
Employer identification number (EIN):860902140
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEPHEN C BAKER
0012023-01-01
0012023-01-01STEPHEN C BAKER
0012022-01-01
0012022-01-01STEPHEN C BAKER
0012021-01-01
0012021-01-01STEPHEN C BAKER
0012020-01-01
0012019-01-01
0012017-01-01STEPHEN C BAKER
0012016-01-01STEPHEN BAKER
0012015-01-01SCOTT H HOUSTON
0012014-01-01SCOTT HOUSTON
0012013-01-01SCOTT HOUSTON
0012012-01-01SCOTT HOUSTON
0012011-01-01SCOTT HOUSTON
0012010-01-01SCOTT HOUSTON
0012009-01-01SCOTT HOUSTON

Plan Statistics for JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN

Measure Date Value
2023: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0132
Total number of active participants reported on line 7a of the Form 55002023-01-0118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-018
Total of all active and inactive participants2023-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0126
Number of participants with account balances2023-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-0123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0141
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0149
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0141
Number of participants with account balances2020-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0149
Number of participants with account balances2019-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0157
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0150
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0154
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0157
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0147
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0154
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0166
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0159
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0148
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0166
Number of participants with account balances2012-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0161
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0148
Number of participants with account balances2011-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0152
Total number of active participants reported on line 7a of the Form 55002010-01-0150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0161
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0169
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0152
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN

Measure Date Value
2023 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,807,411
Expenses. Total of all expenses incurred2023-12-31$1,119,063
Benefits paid (including direct rollovers)2023-12-31$1,093,866
Total plan assets at end of year2023-12-31$10,489,026
Total plan assets at beginning of year2023-12-31$9,800,678
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$194,040
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,534,588
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$688,348
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,489,026
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,800,678
Assets. Value of participant loans2023-12-31$33,192
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$78,783
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$25,197
2022 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,174,367
Expenses. Total of all expenses incurred2022-12-31$1,141,527
Benefits paid (including direct rollovers)2022-12-31$1,111,567
Total plan assets at end of year2022-12-31$9,800,678
Total plan assets at beginning of year2022-12-31$13,116,572
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$149,021
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,410,217
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,315,894
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,800,678
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,116,572
Assets. Value of participant loans2022-12-31$70,664
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$86,829
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$29,960
2021 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,765,342
Expenses. Total of all expenses incurred2021-12-31$940,821
Benefits paid (including direct rollovers)2021-12-31$903,334
Total plan assets at end of year2021-12-31$13,116,572
Total plan assets at beginning of year2021-12-31$12,292,051
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$250,911
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,415,465
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$824,521
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,116,572
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,292,051
Assets. Value of participant loans2021-12-31$47,897
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$98,966
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$37,487
2020 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,445,085
Expenses. Total of all expenses incurred2020-12-31$331,763
Benefits paid (including direct rollovers)2020-12-31$302,366
Total plan assets at end of year2020-12-31$12,292,051
Total plan assets at beginning of year2020-12-31$10,178,729
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$206,509
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$100,000
Other income received2020-12-31$2,018,507
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,113,322
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,292,051
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,178,729
Assets. Value of participant loans2020-12-31$89,751
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$120,069
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$29,397
2019 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,275,853
Expenses. Total of all expenses incurred2019-12-31$815,588
Benefits paid (including direct rollovers)2019-12-31$787,861
Total plan assets at end of year2019-12-31$10,178,729
Total plan assets at beginning of year2019-12-31$8,718,464
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$301,994
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,839,030
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,460,265
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,178,729
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,718,464
Assets. Value of participant loans2019-12-31$92,938
Total contributions received or receivable from employer(s)2019-12-31$134,829
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$27,727
2018 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-90,317
Expenses. Total of all expenses incurred2018-12-31$64,655
Benefits paid (including direct rollovers)2018-12-31$37,226
Total plan assets at end of year2018-12-31$8,718,464
Total plan assets at beginning of year2018-12-31$8,873,436
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$282,493
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$51,461
Other income received2018-12-31$-552,180
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-154,972
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,718,464
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,873,436
Assets. Value of participant loans2018-12-31$135,698
Total contributions received or receivable from employer(s)2018-12-31$127,909
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$27,429
2017 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,780,962
Expenses. Total of all expenses incurred2017-12-31$656,523
Benefits paid (including direct rollovers)2017-12-31$568,288
Total plan assets at end of year2017-12-31$8,873,436
Total plan assets at beginning of year2017-12-31$7,748,997
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$283,707
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,360,807
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,124,439
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,873,436
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,748,997
Assets. Value of participant loans2017-12-31$147,683
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$136,448
Value of certain deemed distributions of participant loans2017-12-31$63,898
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,337
2016 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$980,793
Expenses. Total of all expenses incurred2016-12-31$336,520
Benefits paid (including direct rollovers)2016-12-31$324,517
Total plan assets at end of year2016-12-31$7,748,997
Total plan assets at beginning of year2016-12-31$7,104,724
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$315,163
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$526,287
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$644,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,748,997
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,104,724
Assets. Value of participant loans2016-12-31$128,516
Total contributions received or receivable from employer(s)2016-12-31$139,343
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,003
2015 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$310,330
Expenses. Total of all expenses incurred2015-12-31$556,428
Benefits paid (including direct rollovers)2015-12-31$555,853
Total plan assets at end of year2015-12-31$7,104,724
Total plan assets at beginning of year2015-12-31$7,350,822
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$272,203
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$107,694
Other income received2015-12-31$-200,135
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-246,098
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,104,724
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,350,822
Assets. Value of participant loans2015-12-31$116,045
Total contributions received or receivable from employer(s)2015-12-31$130,568
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$575
2014 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$748,104
Expenses. Total of all expenses incurred2014-12-31$62,854
Benefits paid (including direct rollovers)2014-12-31$57,049
Total plan assets at end of year2014-12-31$7,350,822
Total plan assets at beginning of year2014-12-31$6,665,572
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$270,154
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$340,887
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$685,250
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,350,822
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,665,572
Assets. Value of participant loans2014-12-31$140,559
Total contributions received or receivable from employer(s)2014-12-31$137,063
Value of certain deemed distributions of participant loans2014-12-31$5,180
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$625
2013 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,572,276
Expenses. Total of all expenses incurred2013-12-31$51,527
Benefits paid (including direct rollovers)2013-12-31$51,001
Total plan assets at end of year2013-12-31$6,665,572
Total plan assets at beginning of year2013-12-31$5,144,823
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$234,230
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$27,490
Other income received2013-12-31$1,200,995
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,520,749
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,665,572
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,144,823
Assets. Value of participant loans2013-12-31$135,921
Total contributions received or receivable from employer(s)2013-12-31$109,561
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$526
2012 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$984,064
Expenses. Total of all expenses incurred2012-12-31$363,381
Benefits paid (including direct rollovers)2012-12-31$359,034
Total plan assets at end of year2012-12-31$5,144,823
Total plan assets at beginning of year2012-12-31$4,524,140
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$181,192
Contributions received from other sources (not participants or employers)2012-12-31$53,459
Other income received2012-12-31$653,804
Net income (gross income less expenses)2012-12-31$620,683
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,144,823
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,524,140
Assets. Value of participant loans2012-12-31$106,294
Total contributions received or receivable from employer(s)2012-12-31$95,609
Value of certain deemed distributions of participant loans2012-12-31$3,317
Value of corrective distributions2012-12-31$1,016
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,828
Expenses. Total of all expenses incurred2011-12-31$610,559
Benefits paid (including direct rollovers)2011-12-31$607,642
Total plan assets at end of year2011-12-31$4,524,140
Total plan assets at beginning of year2011-12-31$5,064,871
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$207,157
Other income received2011-12-31$-244,430
Net income (gross income less expenses)2011-12-31$-540,731
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,524,140
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,064,871
Assets. Value of participant loans2011-12-31$164,368
Total contributions received or receivable from employer(s)2011-12-31$107,101
Value of certain deemed distributions of participant loans2011-12-31$1,567
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,010,226
Expenses. Total of all expenses incurred2010-12-31$48,334
Benefits paid (including direct rollovers)2010-12-31$46,709
Total plan assets at end of year2010-12-31$5,064,871
Total plan assets at beginning of year2010-12-31$4,102,979
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$173,616
Contributions received from other sources (not participants or employers)2010-12-31$48,157
Other income received2010-12-31$695,411
Net income (gross income less expenses)2010-12-31$961,892
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,064,871
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,102,979
Assets. Value of participant loans2010-12-31$151,128
Total contributions received or receivable from employer(s)2010-12-31$93,042
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN

2023: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JARDINE, BAKER, HICKMAN AND HOUSTON, P.L.L.C. 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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