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DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameDIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

DIETZ & COMPANY ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIETZ & COMPANY ARCHITECTS, INC.
Employer identification number (EIN):043177356
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KERRY DIETZ2023-05-25
0022021-01-01KERRY DIETZ2022-08-16
0022020-01-01KERRY DIETZ2021-06-24

Plan Statistics for DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0128
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0125
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0129
Number of participants with account balances2020-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,535,491
Total plan liabilities at beginning of year2022-12-31$1,583,640
Total income from all sources2022-12-31$439,585
Expenses. Total of all expenses incurred2022-12-31$21,436
Benefits paid (including direct rollovers)2022-12-31$690
Total plan assets at end of year2022-12-31$828,000
Total plan assets at beginning of year2022-12-31$458,000
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$20,746
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$370,000
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$418,149
Net plan assets at end of year (total assets less liabilities)2022-12-31$-707,491
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-1,125,640
Assets. Value of employer securities2022-12-31$828,000
Total contributions received or receivable from employer(s)2022-12-31$69,585
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$1,583,640
Total plan liabilities at beginning of year2021-12-31$1,631,166
Total income from all sources2021-12-31$344,895
Expenses. Total of all expenses incurred2021-12-31$21,369
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$458,000
Total plan assets at beginning of year2021-12-31$182,000
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$21,369
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$276,000
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$323,526
Net plan assets at end of year (total assets less liabilities)2021-12-31$-1,125,640
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-1,449,166
Assets. Value of employer securities2021-12-31$458,000
Total contributions received or receivable from employer(s)2021-12-31$68,895
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,631,166
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-1,449,105
Expenses. Total of all expenses incurred2020-12-31$61
Total plan assets at end of year2020-12-31$182,000
Total plan assets at beginning of year2020-12-31$0
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$61
Other income received2020-12-31$-1,518,000
Net income (gross income less expenses)2020-12-31$-1,449,166
Net plan assets at end of year (total assets less liabilities)2020-12-31$-1,449,166
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Assets. Value of employer securities2020-12-31$182,000
Total contributions received or receivable from employer(s)2020-12-31$68,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
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

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