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JACK IN THE BOX INC. RETIREMENT PLAN 401k Plan overview

Plan NameJACK IN THE BOX INC. RETIREMENT PLAN
Plan identification number 001

JACK IN THE BOX INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

JACK IN THE BOX INC. has sponsored the creation of one or more 401k plans.

Company Name:JACK IN THE BOX INC.
Employer identification number (EIN):952698708
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK IN THE BOX INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEVE PIANO
0012023-01-01
0012023-01-01STEVE PIANO
0012022-01-01
0012022-01-01STEVE PIANO
0012021-01-01
0012021-01-01STEVE PIANO
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL MELANCON
0012016-01-01PAUL MELANCON
0012015-01-01PAUL MELANCON
0012014-01-01PAUL MELANCON
0012013-01-01PAUL MELANCON
0012012-01-01PAUL MELANCON
0012011-01-01PAUL MELANCON
0012009-01-01PAUL MELANCON

Financial Data on JACK IN THE BOX INC. RETIREMENT PLAN

Measure Date Value
2023 : JACK IN THE BOX INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$75,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$135,082
Total income from all sources (including contributions)2023-12-31$16,658,503
Total loss/gain on sale of assets2023-12-31$5,662,943
Total of all expenses incurred2023-12-31$31,106,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$29,199,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$297,241,118
Value of total assets at beginning of year2023-12-31$311,748,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,906,423
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$337,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$311,210
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$362,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$32,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$40,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$135,082
Other income not declared elsewhere2023-12-31$5,581
Administrative expenses (other) incurred2023-12-31$889,429
Liabilities. Value of operating payables at end of year2023-12-31$75,135
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-14,447,841
Value of net assets at end of year (total assets less liabilities)2023-12-31$297,165,983
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$311,613,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$186,777,080
Investment advisory and management fees2023-12-31$267,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$74,301,923
Value of interest in common/collective trusts at end of year2023-12-31$297,209,042
Value of interest in common/collective trusts at beginning of year2023-12-31$43,645,197
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$14,389,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,067,267
Net investment gain or loss from common/collective trusts2023-12-31$5,585,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$26,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$14,810,921
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$6,621,693
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$200,120,214
Aggregate carrying amount (costs) on sale of assets2023-12-31$194,457,271
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$75,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$135,082
Total income from all sources (including contributions)2023-01-01$16,658,503
Total loss/gain on sale of assets2023-01-01$5,662,943
Total of all expenses incurred2023-01-01$31,106,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$29,199,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$297,241,118
Value of total assets at beginning of year2023-01-01$311,748,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,906,423
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$337,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$311,210
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$362,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$32,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$40,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$135,082
Other income not declared elsewhere2023-01-01$5,581
Administrative expenses (other) incurred2023-01-01$889,429
Liabilities. Value of operating payables at end of year2023-01-01$75,135
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-14,447,841
Value of net assets at end of year (total assets less liabilities)2023-01-01$297,165,983
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$311,613,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$186,777,080
Investment advisory and management fees2023-01-01$267,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$74,301,923
Value of interest in common/collective trusts at end of year2023-01-01$297,209,042
Value of interest in common/collective trusts at beginning of year2023-01-01$43,645,197
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$14,389,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,067,267
Net investment gain or loss from common/collective trusts2023-01-01$5,585,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Income. Dividends from common stock2023-01-01$26,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$14,810,921
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$6,621,693
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$200,120,214
Aggregate carrying amount (costs) on sale of assets2023-01-01$194,457,271
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135381590
2022 : JACK IN THE BOX INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-58,821,517
Total unrealized appreciation/depreciation of assets2022-12-31$-58,821,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$135,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$204,362
Total income from all sources (including contributions)2022-12-31$-88,160,677
Total loss/gain on sale of assets2022-12-31$-759,222
Total of all expenses incurred2022-12-31$16,332,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,394,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$311,748,906
Value of total assets at beginning of year2022-12-31$416,311,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,938,365
Total interest from all sources2022-12-31$-741
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,798,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,710,392
Administrative expenses professional fees incurred2022-12-31$49,408
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$362,843
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$722,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$40,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$46,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$135,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$204,362
Other income not declared elsewhere2022-12-31$15,099
Administrative expenses (other) incurred2022-12-31$1,341,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,493,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$311,613,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$416,107,319
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
Assets. partnership/joint venture interests at end of year2022-12-31$186,777,080
Assets. partnership/joint venture interests at beginning of year2022-12-31$210,322,348
Investment advisory and management fees2022-12-31$401,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,301,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,591,387
Value of interest in common/collective trusts at end of year2022-12-31$43,645,197
Value of interest in common/collective trusts at beginning of year2022-12-31$73,288,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-741
Net investment gain or loss from common/collective trusts2022-12-31$-8,094,158
Net gain/loss from 103.12 investment entities2022-12-31$-23,298,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Income. Dividends from common stock2022-12-31$88,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,394,453
Contract administrator fees2022-12-31$146,774
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$6,621,693
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,341,062
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
Aggregate proceeds on sale of assets2022-12-31$17,686,778
Aggregate carrying amount (costs) on sale of assets2022-12-31$18,446,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-58,821,517
Total unrealized appreciation/depreciation of assets2022-01-01$-58,821,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$135,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$204,362
Total income from all sources (including contributions)2022-01-01$-88,160,677
Total loss/gain on sale of assets2022-01-01$-759,222
Total of all expenses incurred2022-01-01$16,332,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$14,394,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$311,748,906
Value of total assets at beginning of year2022-01-01$416,311,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,938,365
Total interest from all sources2022-01-01$-741
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,798,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,710,392
Administrative expenses professional fees incurred2022-01-01$49,408
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$362,843
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$722,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$40,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$46,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$135,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$204,362
Other income not declared elsewhere2022-01-01$15,099
Administrative expenses (other) incurred2022-01-01$1,341,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-104,493,495
Value of net assets at end of year (total assets less liabilities)2022-01-01$311,613,824
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$416,107,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$186,777,080
Assets. partnership/joint venture interests at beginning of year2022-01-01$210,322,348
Investment advisory and management fees2022-01-01$401,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$74,301,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$117,591,387
Value of interest in common/collective trusts at end of year2022-01-01$43,645,197
Value of interest in common/collective trusts at beginning of year2022-01-01$73,288,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$-741
Net investment gain or loss from common/collective trusts2022-01-01$-8,094,158
Net gain/loss from 103.12 investment entities2022-01-01$-23,298,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Income. Dividends from common stock2022-01-01$88,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$14,394,453
Contract administrator fees2022-01-01$146,774
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$6,621,693
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$14,341,062
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$17,686,778
Aggregate carrying amount (costs) on sale of assets2022-01-01$18,446,000
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA, P.C.
Accountancy firm EIN2022-01-01135381590
2021 : JACK IN THE BOX INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,401,304
Total unrealized appreciation/depreciation of assets2021-12-31$4,401,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$204,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$299,994
Total income from all sources (including contributions)2021-12-31$34,036,618
Total loss/gain on sale of assets2021-12-31$1,426,422
Total of all expenses incurred2021-12-31$16,047,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,150,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$416,311,681
Value of total assets at beginning of year2021-12-31$398,418,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,896,878
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,735,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,612,778
Administrative expenses professional fees incurred2021-12-31$81,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$722,212
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$951,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$46,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$82,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$204,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$299,994
Other income not declared elsewhere2021-12-31$11,050
Administrative expenses (other) incurred2021-12-31$928,113
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$17,989,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$416,107,319
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$398,118,080
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
Assets. partnership/joint venture interests at end of year2021-12-31$210,322,348
Assets. partnership/joint venture interests at beginning of year2021-12-31$143,818,608
Investment advisory and management fees2021-12-31$748,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,591,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$136,845,095
Value of interest in common/collective trusts at end of year2021-12-31$73,288,339
Value of interest in common/collective trusts at beginning of year2021-12-31$98,485,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,835,007
Net investment gain or loss from common/collective trusts2021-12-31$8,627,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Income. Dividends from common stock2021-12-31$122,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,150,501
Contract administrator fees2021-12-31$138,830
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,341,062
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$18,235,219
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
Aggregate proceeds on sale of assets2021-12-31$42,880,199
Aggregate carrying amount (costs) on sale of assets2021-12-31$41,453,777
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : JACK IN THE BOX INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$24,663,882
Total unrealized appreciation/depreciation of assets2020-12-31$24,663,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$299,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,160,600
Total income from all sources (including contributions)2020-12-31$51,416,781
Total loss/gain on sale of assets2020-12-31$-4,407,909
Total of all expenses incurred2020-12-31$16,930,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,923,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$398,418,074
Value of total assets at beginning of year2020-12-31$364,792,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,007,200
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,714,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,597,985
Administrative expenses professional fees incurred2020-12-31$884,272
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$951,779
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,182,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$82,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$121,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$299,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,160,600
Other income not declared elsewhere2020-12-31$863,463
Administrative expenses (other) incurred2020-12-31$340,020
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$34,485,821
Value of net assets at end of year (total assets less liabilities)2020-12-31$398,118,080
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$363,632,259
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
Assets. partnership/joint venture interests at end of year2020-12-31$143,818,608
Assets. partnership/joint venture interests at beginning of year2020-12-31$128,062,994
Investment advisory and management fees2020-12-31$782,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$136,845,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$119,117,582
Value of interest in common/collective trusts at end of year2020-12-31$98,485,214
Value of interest in common/collective trusts at beginning of year2020-12-31$99,977,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,931,658
Net investment gain or loss from common/collective trusts2020-12-31$6,651,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Income. Dividends from common stock2020-12-31$116,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,923,760
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$18,235,219
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,330,756
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
Aggregate proceeds on sale of assets2020-12-31$12,146,525
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,554,434
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : JACK IN THE BOX INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$43,569,693
Total unrealized appreciation/depreciation of assets2019-12-31$43,569,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,160,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$527,969
Total income from all sources (including contributions)2019-12-31$84,043,845
Total loss/gain on sale of assets2019-12-31$-9,670,287
Total of all expenses incurred2019-12-31$141,690,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$137,279,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$364,792,859
Value of total assets at beginning of year2019-12-31$421,806,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,411,131
Total interest from all sources2019-12-31$-26,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,685,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,503,507
Administrative expenses professional fees incurred2019-12-31$494,885
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,182,867
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,175,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$121,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$101,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,160,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$527,969
Other income not declared elsewhere2019-12-31$458,963
Administrative expenses (other) incurred2019-12-31$2,624,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-57,646,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$363,632,259
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$421,278,902
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$128,062,994
Assets. partnership/joint venture interests at beginning of year2019-12-31$161,211,332
Investment advisory and management fees2019-12-31$1,291,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$119,117,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$123,713,665
Value of interest in common/collective trusts at end of year2019-12-31$99,977,567
Value of interest in common/collective trusts at beginning of year2019-12-31$118,767,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-26,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,767,332
Net investment gain or loss from common/collective trusts2019-12-31$18,258,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Income. Dividends from common stock2019-12-31$182,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,279,357
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,330,756
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$16,838,700
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$92,564,339
Aggregate carrying amount (costs) on sale of assets2019-12-31$102,234,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : JACK IN THE BOX INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,847,097
Total unrealized appreciation/depreciation of assets2018-12-31$-10,847,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$527,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$302,090
Total income from all sources (including contributions)2018-12-31$-28,501,611
Total loss/gain on sale of assets2018-12-31$407,316
Total of all expenses incurred2018-12-31$23,443,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,506,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$421,806,871
Value of total assets at beginning of year2018-12-31$473,526,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,937,493
Total interest from all sources2018-12-31$-295
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,784,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,595,574
Administrative expenses professional fees incurred2018-12-31$186,686
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,175,004
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,549,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$101,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$103,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$527,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$302,090
Other income not declared elsewhere2018-12-31$73,575
Administrative expenses (other) incurred2018-12-31$1,345,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-51,945,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$421,278,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$473,224,156
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
Assets. partnership/joint venture interests at end of year2018-12-31$161,211,332
Assets. partnership/joint venture interests at beginning of year2018-12-31$169,310,569
Investment advisory and management fees2018-12-31$1,405,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$123,713,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$152,413,488
Value of interest in common/collective trusts at end of year2018-12-31$118,767,119
Value of interest in common/collective trusts at beginning of year2018-12-31$128,884,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,693,111
Net investment gain or loss from common/collective trusts2018-12-31$-9,226,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Income. Dividends from common stock2018-12-31$189,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,506,150
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$16,838,700
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$21,264,386
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
Aggregate proceeds on sale of assets2018-12-31$10,150,438
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,743,122
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : JACK IN THE BOX INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$15,505,870
Total unrealized appreciation/depreciation of assets2017-12-31$15,505,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$302,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$437,106
Total income from all sources (including contributions)2017-12-31$77,138,962
Total loss/gain on sale of assets2017-12-31$705,159
Total of all expenses incurred2017-12-31$32,698,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,634,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$473,526,246
Value of total assets at beginning of year2017-12-31$429,221,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,064,498
Total interest from all sources2017-12-31$-528
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,123,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,919,230
Administrative expenses professional fees incurred2017-12-31$120,180
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,549,108
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,948,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$103,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,380,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$302,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$437,106
Other income not declared elsewhere2017-12-31$74,147
Administrative expenses (other) incurred2017-12-31$1,293,333
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$44,440,091
Value of net assets at end of year (total assets less liabilities)2017-12-31$473,224,156
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$428,784,065
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
Assets. partnership/joint venture interests at end of year2017-12-31$169,310,569
Assets. partnership/joint venture interests at beginning of year2017-12-31$111,052,568
Investment advisory and management fees2017-12-31$1,650,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$152,413,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$180,447,397
Value of interest in common/collective trusts at end of year2017-12-31$128,884,871
Value of interest in common/collective trusts at beginning of year2017-12-31$102,052,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,824,220
Net investment gain or loss from common/collective trusts2017-12-31$23,906,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Income. Dividends from common stock2017-12-31$204,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,634,373
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$21,264,386
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$20,339,021
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
Aggregate proceeds on sale of assets2017-12-31$19,995,881
Aggregate carrying amount (costs) on sale of assets2017-12-31$19,290,722
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : JACK IN THE BOX INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,489,620
Total unrealized appreciation/depreciation of assets2016-12-31$9,489,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$437,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,949,638
Total income from all sources (including contributions)2016-12-31$24,928,985
Total loss/gain on sale of assets2016-12-31$-102,537
Total of all expenses incurred2016-12-31$23,374,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,800,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$429,221,171
Value of total assets at beginning of year2016-12-31$430,178,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,573,991
Total interest from all sources2016-12-31$-1,453
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,317,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,153,122
Administrative expenses professional fees incurred2016-12-31$47,465
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,948,981
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,755,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,380,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$58,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$437,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,949,638
Other income not declared elsewhere2016-12-31$72,094
Administrative expenses (other) incurred2016-12-31$1,356,250
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$1,554,804
Value of net assets at end of year (total assets less liabilities)2016-12-31$428,784,065
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$427,229,261
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
Assets. partnership/joint venture interests at end of year2016-12-31$111,052,568
Assets. partnership/joint venture interests at beginning of year2016-12-31$87,591,048
Investment advisory and management fees2016-12-31$1,170,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$180,447,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$133,664,118
Value of interest in common/collective trusts at end of year2016-12-31$102,052,557
Value of interest in common/collective trusts at beginning of year2016-12-31$88,077,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-1,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,081,873
Net investment gain or loss from common/collective trusts2016-12-31$4,071,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$95,000,000
Income. Dividends from common stock2016-12-31$164,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,800,190
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$20,339,021
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$15,032,422
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
Aggregate proceeds on sale of assets2016-12-31$7,128,654
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,231,191
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : JACK IN THE BOX INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,552,661
Total unrealized appreciation/depreciation of assets2015-12-31$-4,552,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,949,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,530,079
Total income from all sources (including contributions)2015-12-31$90,978,819
Total loss/gain on sale of assets2015-12-31$-2,021,038
Total of all expenses incurred2015-12-31$42,163,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$38,043,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$95,000,000
Value of total assets at end of year2015-12-31$430,178,899
Value of total assets at beginning of year2015-12-31$379,944,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,119,757
Total interest from all sources2015-12-31$-27
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,831,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,645,458
Administrative expenses professional fees incurred2015-12-31$26,418
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,755,529
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$14,130,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$58,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$92,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,949,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,530,079
Other income not declared elsewhere2015-12-31$58,676
Administrative expenses (other) incurred2015-12-31$3,183,403
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$48,815,265
Value of net assets at end of year (total assets less liabilities)2015-12-31$427,229,261
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$378,413,996
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
Assets. partnership/joint venture interests at end of year2015-12-31$87,591,048
Assets. partnership/joint venture interests at beginning of year2015-12-31$105,643,515
Investment advisory and management fees2015-12-31$909,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$133,664,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$147,385,532
Value of interest in common/collective trusts at end of year2015-12-31$88,077,728
Value of interest in common/collective trusts at beginning of year2015-12-31$75,254,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,042,176
Net investment gain or loss from common/collective trusts2015-12-31$1,704,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$95,000,000
Employer contributions (assets) at end of year2015-12-31$95,000,000
Employer contributions (assets) at beginning of year2015-12-31$20,000,000
Income. Dividends from common stock2015-12-31$186,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$38,043,797
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$15,032,422
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,437,792
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
Aggregate proceeds on sale of assets2015-12-31$22,919,264
Aggregate carrying amount (costs) on sale of assets2015-12-31$24,940,302
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : JACK IN THE BOX INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$16,189,756
Total unrealized appreciation/depreciation of assets2014-12-31$16,189,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,530,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,720,411
Total income from all sources (including contributions)2014-12-31$45,989,850
Total loss/gain on sale of assets2014-12-31$1,810,407
Total of all expenses incurred2014-12-31$35,815,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,901,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,000,000
Value of total assets at end of year2014-12-31$379,944,075
Value of total assets at beginning of year2014-12-31$375,959,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,913,498
Total interest from all sources2014-12-31$-713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,119,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,887,846
Administrative expenses professional fees incurred2014-12-31$53,685
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,130,666
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,048,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$92,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,062,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,530,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,720,411
Other income not declared elsewhere2014-12-31$50,352
Administrative expenses (other) incurred2014-12-31$1,885,140
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$10,174,663
Value of net assets at end of year (total assets less liabilities)2014-12-31$378,413,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$368,239,333
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
Assets. partnership/joint venture interests at end of year2014-12-31$105,643,515
Assets. partnership/joint venture interests at beginning of year2014-12-31$95,777,350
Investment advisory and management fees2014-12-31$974,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$147,385,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$147,131,649
Income. Interest from US Government securities2014-12-31$139
Value of interest in common/collective trusts at end of year2014-12-31$75,254,547
Value of interest in common/collective trusts at beginning of year2014-12-31$80,094,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,166,144
Net investment gain or loss from common/collective trusts2014-12-31$1,654,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$20,000,000
Employer contributions (assets) at end of year2014-12-31$20,000,000
Employer contributions (assets) at beginning of year2014-12-31$20,000,000
Income. Dividends from common stock2014-12-31$231,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,901,689
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,437,792
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$21,845,529
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
Aggregate proceeds on sale of assets2014-12-31$40,409,807
Aggregate carrying amount (costs) on sale of assets2014-12-31$38,599,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : JACK IN THE BOX INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,571,996
Total unrealized appreciation/depreciation of assets2013-12-31$-1,571,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,720,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,639,399
Total income from all sources (including contributions)2013-12-31$67,729,090
Total loss/gain on sale of assets2013-12-31$4,825,098
Total of all expenses incurred2013-12-31$29,357,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,340,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,000,000
Value of total assets at end of year2013-12-31$375,959,744
Value of total assets at beginning of year2013-12-31$332,507,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,016,822
Total interest from all sources2013-12-31$476,891
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,233,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,891,685
Administrative expenses professional fees incurred2013-12-31$20,180
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,048,092
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,263,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,062,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$425,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,720,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,639,399
Other income not declared elsewhere2013-12-31$46,820
Administrative expenses (other) incurred2013-12-31$2,204,374
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$38,371,525
Value of net assets at end of year (total assets less liabilities)2013-12-31$368,239,333
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$329,867,808
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
Assets. partnership/joint venture interests at end of year2013-12-31$95,777,350
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$792,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$147,131,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$197,803,929
Interest earned on other investments2013-12-31$12,426
Income. Interest from US Government securities2013-12-31$192,283
Income. Interest from corporate debt instruments2013-12-31$272,656
Value of interest in common/collective trusts at end of year2013-12-31$80,094,730
Value of interest in common/collective trusts at beginning of year2013-12-31$35,722,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-474
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$25,361,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,029,847
Net investment gain or loss from common/collective trusts2013-12-31$9,688,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$20,000,000
Employer contributions (assets) at end of year2013-12-31$20,000,000
Employer contributions (assets) at beginning of year2013-12-31$20,000,000
Income. Dividends from common stock2013-12-31$342,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,340,743
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$9,839,859
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,198,481
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$21,845,529
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$30,891,786
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
Aggregate proceeds on sale of assets2013-12-31$139,725,055
Aggregate carrying amount (costs) on sale of assets2013-12-31$134,899,957
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : JACK IN THE BOX INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,279,904
Total unrealized appreciation/depreciation of assets2012-12-31$5,279,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,639,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,085,247
Total income from all sources (including contributions)2012-12-31$61,802,520
Total loss/gain on sale of assets2012-12-31$3,388,864
Total of all expenses incurred2012-12-31$28,751,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,923,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,000,000
Value of total assets at end of year2012-12-31$332,507,207
Value of total assets at beginning of year2012-12-31$298,902,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,828,177
Total interest from all sources2012-12-31$1,572,110
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,443,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,027,045
Administrative expenses professional fees incurred2012-12-31$26,304
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,263,494
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,148,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$425,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,311,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,639,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,085,247
Other income not declared elsewhere2012-12-31$149,056
Administrative expenses (other) incurred2012-12-31$2,080,546
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$33,050,619
Value of net assets at end of year (total assets less liabilities)2012-12-31$329,867,808
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$296,817,189
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$721,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$197,803,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$172,950,772
Interest earned on other investments2012-12-31$28,318
Income. Interest from US Government securities2012-12-31$603,655
Income. Interest from corporate debt instruments2012-12-31$940,814
Value of interest in common/collective trusts at end of year2012-12-31$35,722,935
Value of interest in common/collective trusts at beginning of year2012-12-31$22,015,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-677
Asset value of US Government securities at end of year2012-12-31$25,361,200
Asset value of US Government securities at beginning of year2012-12-31$17,972,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,226,111
Net investment gain or loss from common/collective trusts2012-12-31$2,742,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$20,000,000
Employer contributions (assets) at end of year2012-12-31$20,000,000
Employer contributions (assets) at beginning of year2012-12-31$18,600,000
Income. Dividends from common stock2012-12-31$416,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,923,724
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$9,839,859
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$11,792,378
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,198,481
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,638,572
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$30,891,786
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$40,473,062
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
Aggregate proceeds on sale of assets2012-12-31$91,575,416
Aggregate carrying amount (costs) on sale of assets2012-12-31$88,186,552
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : JACK IN THE BOX INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,342,959
Total unrealized appreciation/depreciation of assets2011-12-31$1,342,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,085,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,873,141
Total income from all sources (including contributions)2011-12-31$22,509,095
Total loss/gain on sale of assets2011-12-31$3,647,695
Total of all expenses incurred2011-12-31$11,361,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,489,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,600,000
Value of total assets at end of year2011-12-31$298,902,436
Value of total assets at beginning of year2011-12-31$291,542,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,872,564
Total interest from all sources2011-12-31$1,603,509
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,258,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,719,080
Administrative expenses professional fees incurred2011-12-31$20,854
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,148,134
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,020,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,311,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,325,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,085,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,873,141
Other income not declared elsewhere2011-12-31$150,695
Administrative expenses (other) incurred2011-12-31$1,715,650
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$11,147,454
Value of net assets at end of year (total assets less liabilities)2011-12-31$296,817,189
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$285,669,735
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$1,136,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$172,950,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$154,990,764
Interest earned on other investments2011-12-31$26,265
Income. Interest from US Government securities2011-12-31$589,845
Income. Interest from corporate debt instruments2011-12-31$987,674
Value of interest in common/collective trusts at end of year2011-12-31$22,015,171
Value of interest in common/collective trusts at beginning of year2011-12-31$11,487,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-275
Asset value of US Government securities at end of year2011-12-31$17,972,729
Asset value of US Government securities at beginning of year2011-12-31$22,282,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,523,498
Net investment gain or loss from common/collective trusts2011-12-31$1,429,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$18,600,000
Employer contributions (assets) at end of year2011-12-31$18,600,000
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$539,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,489,077
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$11,792,378
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$9,539,248
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$9,638,572
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$7,879,013
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$40,473,062
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$80,018,020
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
Aggregate proceeds on sale of assets2011-12-31$158,101,849
Aggregate carrying amount (costs) on sale of assets2011-12-31$154,454,154
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : JACK IN THE BOX INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$29,482,497
Total unrealized appreciation/depreciation of assets2010-12-31$29,482,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,873,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,144,529
Total income from all sources (including contributions)2010-12-31$44,230,869
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,490,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,089,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,000,000
Value of total assets at end of year2010-12-31$291,542,876
Value of total assets at beginning of year2010-12-31$253,073,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,401,436
Total interest from all sources2010-12-31$4,091,488
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,216,473
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$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,020,371
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,474,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,325,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$370,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,873,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,144,529
Other income not declared elsewhere2010-12-31$440,411
Administrative expenses (other) incurred2010-12-31$2,401,436
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$34,740,338
Value of net assets at end of year (total assets less liabilities)2010-12-31$285,669,735
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$250,929,397
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$154,990,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$133,385,565
Interest earned on other investments2010-12-31$4,091,488
Value of interest in common/collective trusts at end of year2010-12-31$11,487,898
Value of interest in common/collective trusts at beginning of year2010-12-31$11,859,772
Asset value of US Government securities at end of year2010-12-31$22,282,058
Asset value of US Government securities at beginning of year2010-12-31$8,063,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$8,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$8,000,000
Income. Dividends from common stock2010-12-31$2,216,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,089,095
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$9,539,248
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$11,443,993
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$7,879,013
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$10,906,037
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$80,018,020
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$66,569,320
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : JACK IN THE BOX INC. RETIREMENT 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 JACK IN THE BOX INC. RETIREMENT PLAN

2023: JACK IN THE BOX INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACK IN THE BOX INC. RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACK IN THE BOX INC. RETIREMENT 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
2018: JACK IN THE BOX INC. RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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: JACK IN THE BOX INC. RETIREMENT 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

WESTERN-SOUTHERN LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92622 )
Policy contract numberGLJACKIBOX0223C
Policy instance 1
Insurance contract or identification numberGLJACKIBOX0223C
Number of Individuals Covered534
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
Other information about contractSINGLE PREMIUM GROUP ANNUITY CONTRACT

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