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LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 401k Plan overview

Plan NameLAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST
Plan identification number 002

LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

LAW OFFICES OF DAN RETTER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF DAN RETTER, P.A.
Employer identification number (EIN):201818872
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-12-28
0022020-12-28
0022019-12-28
0022018-12-28
0022017-12-28
0022016-12-28DANIEL RETTER DANIEL RETTER2018-09-20
0022015-12-28DANIEL RETTER DANIEL RETTER2017-10-09
0022014-12-28DANIEL RETTER DANIEL RETTER2016-10-05
0022013-12-28DANIEL RETTER DANIEL RETTER2015-09-21
0022012-12-28DANIEL RETETR DANIEL RETETR2014-10-06
0022011-12-28DANIEL RETTER DANIEL RETTER2013-10-11
0022009-12-28DANIEL RETTER DANIEL RETTER2011-10-11
0022008-12-28

Plan Statistics for LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST

401k plan membership statisitcs for LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST

Measure Date Value
2022: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2022 401k membership
Market value of plan assets2022-12-2710,100,052
Acturial value of plan assets2022-12-2710,100,052
Funding target for retired participants and beneficiaries receiving payment2022-12-270
Number of terminated vested participants2022-12-271
Fundng target for terminated vested participants2022-12-27106,940
Active participant vested funding target2022-12-274,027,939
Number of active participants2022-12-272
Total funding liabilities for active participants2022-12-274,027,939
Total participant count2022-12-273
Total funding target for all participants2022-12-274,134,879
Balance at beginning of prior year after applicable adjustments2022-12-270
Prefunding balance at beginning of prior year after applicable adjustments2022-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-270
Prefunding balanced used to offset prior years funding requirement2022-12-270
Amount remaining of carryover balance2022-12-270
Amount remaining of prefunding balance2022-12-270
Present value of excess contributions2022-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-270
Reductions in caryover balances due to elections or deemed elections2022-12-270
Reductions in prefunding balances due to elections or deemed elections2022-12-270
Balance of carryovers at beginning of current year2022-12-270
Balance of prefunding at beginning of current year2022-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-270
Contributions made to avoid restrictions adjusted to valuation date2022-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-270
Unpaid minimum required contributions for all prior years2022-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-270
Remaining amount of unpaid minimum required contributions2022-12-270
Minimum required contributions for current year target normal cost2022-12-270
Net shortfall amortization installment of oustanding balance2022-12-270
Waiver amortization installment2022-12-270
Total funding amount beforereflecting carryover/prefunding balances2022-12-270
Carryover balance elected to use to offset funding requirement2022-12-270
Prefunding balance elected to use to offset funding requirement2022-12-270
Additional cash requirement2022-12-270
Contributions allocatedtoward minimum required contributions for current year2022-12-270
Unpaid minimum required contributions for current year2022-12-270
Unpaid minimum required contributions for all years2022-12-270
2021: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year2021-12-283
Total number of active participants reported on line 7a of the Form 55002021-12-282
Number of retired or separated participants receiving benefits2021-12-280
Number of other retired or separated participants entitled to future benefits2021-12-281
Total of all active and inactive participants2021-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-280
Total participants2021-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-280
Market value of plan assets2021-12-279,481,387
Acturial value of plan assets2021-12-279,481,387
Funding target for retired participants and beneficiaries receiving payment2021-12-270
Number of terminated vested participants2021-12-271
Fundng target for terminated vested participants2021-12-2797,426
Active participant vested funding target2021-12-274,150,402
Number of active participants2021-12-272
Total funding liabilities for active participants2021-12-274,150,402
Total participant count2021-12-273
Total funding target for all participants2021-12-274,247,828
Balance at beginning of prior year after applicable adjustments2021-12-270
Prefunding balance at beginning of prior year after applicable adjustments2021-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-270
Prefunding balanced used to offset prior years funding requirement2021-12-270
Amount remaining of carryover balance2021-12-270
Amount remaining of prefunding balance2021-12-270
Present value of excess contributions2021-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-270
Reductions in caryover balances due to elections or deemed elections2021-12-270
Reductions in prefunding balances due to elections or deemed elections2021-12-270
Balance of carryovers at beginning of current year2021-12-270
Balance of prefunding at beginning of current year2021-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-270
Contributions made to avoid restrictions adjusted to valuation date2021-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-270
Unpaid minimum required contributions for all prior years2021-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-270
Remaining amount of unpaid minimum required contributions2021-12-270
Minimum required contributions for current year target normal cost2021-12-270
Net shortfall amortization installment of oustanding balance2021-12-270
Waiver amortization installment2021-12-270
Total funding amount beforereflecting carryover/prefunding balances2021-12-270
Carryover balance elected to use to offset funding requirement2021-12-270
Prefunding balance elected to use to offset funding requirement2021-12-270
Additional cash requirement2021-12-270
Contributions allocatedtoward minimum required contributions for current year2021-12-270
Unpaid minimum required contributions for current year2021-12-270
Unpaid minimum required contributions for all years2021-12-270
2020: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year2020-12-283
Total number of active participants reported on line 7a of the Form 55002020-12-282
Number of retired or separated participants receiving benefits2020-12-280
Number of other retired or separated participants entitled to future benefits2020-12-281
Total of all active and inactive participants2020-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-280
Total participants2020-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-280
Market value of plan assets2020-12-279,285,072
Acturial value of plan assets2020-12-279,285,072
Funding target for retired participants and beneficiaries receiving payment2020-12-270
Number of terminated vested participants2020-12-271
Fundng target for terminated vested participants2020-12-2794,513
Active participant vested funding target2020-12-274,372,404
Number of active participants2020-12-272
Total funding liabilities for active participants2020-12-274,372,404
Total participant count2020-12-273
Total funding target for all participants2020-12-274,466,917
Balance at beginning of prior year after applicable adjustments2020-12-270
Prefunding balance at beginning of prior year after applicable adjustments2020-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-270
Prefunding balanced used to offset prior years funding requirement2020-12-270
Amount remaining of carryover balance2020-12-270
Amount remaining of prefunding balance2020-12-270
Present value of excess contributions2020-12-27252,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-27266,432
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-270
Reductions in caryover balances due to elections or deemed elections2020-12-270
Reductions in prefunding balances due to elections or deemed elections2020-12-270
Balance of carryovers at beginning of current year2020-12-270
Balance of prefunding at beginning of current year2020-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-270
Contributions made to avoid restrictions adjusted to valuation date2020-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-270
Unpaid minimum required contributions for all prior years2020-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-270
Remaining amount of unpaid minimum required contributions2020-12-270
Minimum required contributions for current year target normal cost2020-12-270
Net shortfall amortization installment of oustanding balance2020-12-270
Waiver amortization installment2020-12-270
Total funding amount beforereflecting carryover/prefunding balances2020-12-270
Carryover balance elected to use to offset funding requirement2020-12-270
Prefunding balance elected to use to offset funding requirement2020-12-270
Additional cash requirement2020-12-270
Contributions allocatedtoward minimum required contributions for current year2020-12-270
Unpaid minimum required contributions for current year2020-12-270
Unpaid minimum required contributions for all years2020-12-270
2019: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-12-283
Total number of active participants reported on line 7a of the Form 55002019-12-282
Number of retired or separated participants receiving benefits2019-12-280
Number of other retired or separated participants entitled to future benefits2019-12-281
Total of all active and inactive participants2019-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-280
Total participants2019-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-280
Market value of plan assets2019-12-277,480,680
Acturial value of plan assets2019-12-277,480,680
Funding target for retired participants and beneficiaries receiving payment2019-12-270
Number of terminated vested participants2019-12-271
Fundng target for terminated vested participants2019-12-2785,399
Active participant vested funding target2019-12-274,481,411
Number of active participants2019-12-272
Total funding liabilities for active participants2019-12-274,481,411
Total participant count2019-12-273
Total funding target for all participants2019-12-274,566,810
Balance at beginning of prior year after applicable adjustments2019-12-270
Prefunding balance at beginning of prior year after applicable adjustments2019-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-270
Prefunding balanced used to offset prior years funding requirement2019-12-270
Amount remaining of carryover balance2019-12-270
Amount remaining of prefunding balance2019-12-270
Present value of excess contributions2019-12-27499,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-27527,420
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-270
Reductions in caryover balances due to elections or deemed elections2019-12-270
Reductions in prefunding balances due to elections or deemed elections2019-12-270
Balance of carryovers at beginning of current year2019-12-270
Balance of prefunding at beginning of current year2019-12-270
Total employer contributions2019-12-27262,289
Total employee contributions2019-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-270
Contributions made to avoid restrictions adjusted to valuation date2019-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-27252,686
Unpaid minimum required contributions for all prior years2019-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-270
Remaining amount of unpaid minimum required contributions2019-12-270
Minimum required contributions for current year target normal cost2019-12-270
Net shortfall amortization installment of oustanding balance2019-12-270
Waiver amortization installment2019-12-270
Total funding amount beforereflecting carryover/prefunding balances2019-12-270
Carryover balance elected to use to offset funding requirement2019-12-270
Prefunding balance elected to use to offset funding requirement2019-12-270
Additional cash requirement2019-12-270
Contributions allocatedtoward minimum required contributions for current year2019-12-27252,686
Unpaid minimum required contributions for current year2019-12-270
Unpaid minimum required contributions for all years2019-12-270
2018: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year2018-12-283
Total number of active participants reported on line 7a of the Form 55002018-12-282
Number of retired or separated participants receiving benefits2018-12-280
Number of other retired or separated participants entitled to future benefits2018-12-281
Total of all active and inactive participants2018-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-280
Total participants2018-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-280
Market value of plan assets2018-12-277,191,753
Acturial value of plan assets2018-12-277,191,753
Funding target for retired participants and beneficiaries receiving payment2018-12-270
Number of terminated vested participants2018-12-270
Fundng target for terminated vested participants2018-12-270
Active participant vested funding target2018-12-274,403,261
Number of active participants2018-12-273
Total funding liabilities for active participants2018-12-274,403,261
Total participant count2018-12-273
Total funding target for all participants2018-12-274,403,261
Balance at beginning of prior year after applicable adjustments2018-12-270
Prefunding balance at beginning of prior year after applicable adjustments2018-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-270
Prefunding balanced used to offset prior years funding requirement2018-12-270
Amount remaining of carryover balance2018-12-270
Amount remaining of prefunding balance2018-12-270
Present value of excess contributions2018-12-27424,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-27448,975
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-270
Reductions in caryover balances due to elections or deemed elections2018-12-270
Reductions in prefunding balances due to elections or deemed elections2018-12-270
Balance of carryovers at beginning of current year2018-12-270
Balance of prefunding at beginning of current year2018-12-270
Total employer contributions2018-12-27519,054
Total employee contributions2018-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-270
Contributions made to avoid restrictions adjusted to valuation date2018-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-27499,309
Unpaid minimum required contributions for all prior years2018-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-270
Remaining amount of unpaid minimum required contributions2018-12-270
Minimum required contributions for current year target normal cost2018-12-276,730
Net shortfall amortization installment of oustanding balance2018-12-270
Waiver amortization installment2018-12-270
Total funding amount beforereflecting carryover/prefunding balances2018-12-270
Carryover balance elected to use to offset funding requirement2018-12-270
Prefunding balance elected to use to offset funding requirement2018-12-270
Additional cash requirement2018-12-270
Contributions allocatedtoward minimum required contributions for current year2018-12-27499,309
Unpaid minimum required contributions for current year2018-12-270
Unpaid minimum required contributions for all years2018-12-270
2017: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year2017-12-283
Total number of active participants reported on line 7a of the Form 55002017-12-282
Number of retired or separated participants receiving benefits2017-12-280
Number of other retired or separated participants entitled to future benefits2017-12-281
Total of all active and inactive participants2017-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-280
Total participants2017-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-280
Market value of plan assets2017-12-276,404,565
Acturial value of plan assets2017-12-276,404,565
Funding target for retired participants and beneficiaries receiving payment2017-12-270
Number of terminated vested participants2017-12-270
Fundng target for terminated vested participants2017-12-270
Active participant vested funding target2017-12-274,279,655
Number of active participants2017-12-273
Total funding liabilities for active participants2017-12-274,279,655
Total participant count2017-12-273
Total funding target for all participants2017-12-274,279,655
Balance at beginning of prior year after applicable adjustments2017-12-270
Prefunding balance at beginning of prior year after applicable adjustments2017-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-270
Prefunding balanced used to offset prior years funding requirement2017-12-270
Amount remaining of carryover balance2017-12-270
Amount remaining of prefunding balance2017-12-270
Present value of excess contributions2017-12-27524,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-27556,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-270
Reductions in caryover balances due to elections or deemed elections2017-12-270
Reductions in prefunding balances due to elections or deemed elections2017-12-270
Balance of carryovers at beginning of current year2017-12-270
Balance of prefunding at beginning of current year2017-12-270
Total employer contributions2017-12-27441,636
Total employee contributions2017-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-270
Contributions made to avoid restrictions adjusted to valuation date2017-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-27424,202
Unpaid minimum required contributions for all prior years2017-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-270
Remaining amount of unpaid minimum required contributions2017-12-270
Minimum required contributions for current year target normal cost2017-12-276,013
Net shortfall amortization installment of oustanding balance2017-12-270
Waiver amortization installment2017-12-270
Total funding amount beforereflecting carryover/prefunding balances2017-12-270
Carryover balance elected to use to offset funding requirement2017-12-270
Prefunding balance elected to use to offset funding requirement2017-12-270
Additional cash requirement2017-12-270
Contributions allocatedtoward minimum required contributions for current year2017-12-27424,202
Unpaid minimum required contributions for current year2017-12-270
Unpaid minimum required contributions for all years2017-12-270
2016: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-283
Total number of active participants reported on line 7a of the Form 55002016-12-283
Number of retired or separated participants receiving benefits2016-12-280
Number of other retired or separated participants entitled to future benefits2016-12-280
Total of all active and inactive participants2016-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-280
Total participants2016-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-280
2015: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-283
Total number of active participants reported on line 7a of the Form 55002015-12-283
Number of retired or separated participants receiving benefits2015-12-280
Number of other retired or separated participants entitled to future benefits2015-12-280
Total of all active and inactive participants2015-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-280
Total participants2015-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-280
2014: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-283
Total number of active participants reported on line 7a of the Form 55002014-12-283
Number of retired or separated participants receiving benefits2014-12-280
Number of other retired or separated participants entitled to future benefits2014-12-280
Total of all active and inactive participants2014-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-280
Total participants2014-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-280
2013: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-283
Total number of active participants reported on line 7a of the Form 55002013-12-283
Number of retired or separated participants receiving benefits2013-12-280
Number of other retired or separated participants entitled to future benefits2013-12-280
Total of all active and inactive participants2013-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-280
Total participants2013-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-280
2012: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-283
Total number of active participants reported on line 7a of the Form 55002012-12-283
Number of retired or separated participants receiving benefits2012-12-280
Number of other retired or separated participants entitled to future benefits2012-12-280
Total of all active and inactive participants2012-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-280
Total participants2012-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-280
2011: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-283
Total number of active participants reported on line 7a of the Form 55002011-12-283
Number of retired or separated participants receiving benefits2011-12-280
Number of other retired or separated participants entitled to future benefits2011-12-280
Total of all active and inactive participants2011-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-280
Total participants2011-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-280
2009: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-283
Total number of active participants reported on line 7a of the Form 55002009-12-283
Number of retired or separated participants receiving benefits2009-12-280
Number of other retired or separated participants entitled to future benefits2009-12-280
Total of all active and inactive participants2009-12-283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-280
Total participants2009-12-283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-280

Financial Data on LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST

Measure Date Value
2022 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2022 401k financial data
Transfers to/from the plan2022-12-27$0
Total plan liabilities at end of year2022-12-27$0
Total plan liabilities at beginning of year2022-12-27$0
Total income from all sources2022-12-27$-777,198
Expenses. Total of all expenses incurred2022-12-27$396,841
Benefits paid (including direct rollovers)2022-12-27$332,627
Total plan assets at end of year2022-12-27$8,926,013
Total plan assets at beginning of year2022-12-27$10,100,052
Value of fidelity bond covering the plan2022-12-27$500,000
Total contributions received or receivable from participants2022-12-27$0
Expenses. Other expenses not covered elsewhere2022-12-27$64,214
Contributions received from other sources (not participants or employers)2022-12-27$0
Other income received2022-12-27$-777,198
Noncash contributions received2022-12-27$0
Net income (gross income less expenses)2022-12-27$-1,174,039
Net plan assets at end of year (total assets less liabilities)2022-12-27$8,926,013
Net plan assets at beginning of year (total assets less liabilities)2022-12-27$10,100,052
Assets. Value of real-estate (other than employer real property)2022-12-27$751,977
Total contributions received or receivable from employer(s)2022-12-27$0
Value of certain deemed distributions of participant loans2022-12-27$0
Value of corrective distributions2022-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-27$0
2021 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2021 401k financial data
Transfers to/from the plan2021-12-27$0
Total plan liabilities at end of year2021-12-27$0
Total plan liabilities at beginning of year2021-12-27$0
Total income from all sources2021-12-27$1,008,485
Expenses. Total of all expenses incurred2021-12-27$389,820
Benefits paid (including direct rollovers)2021-12-27$327,433
Total plan assets at end of year2021-12-27$10,100,052
Total plan assets at beginning of year2021-12-27$9,481,387
Value of fidelity bond covering the plan2021-12-27$500,000
Total contributions received or receivable from participants2021-12-27$0
Expenses. Other expenses not covered elsewhere2021-12-27$62,387
Contributions received from other sources (not participants or employers)2021-12-27$0
Other income received2021-12-27$1,008,485
Noncash contributions received2021-12-27$0
Net income (gross income less expenses)2021-12-27$618,665
Net plan assets at end of year (total assets less liabilities)2021-12-27$10,100,052
Net plan assets at beginning of year (total assets less liabilities)2021-12-27$9,481,387
Assets. Value of real-estate (other than employer real property)2021-12-27$728,594
Total contributions received or receivable from employer(s)2021-12-27$0
Value of certain deemed distributions of participant loans2021-12-27$0
Value of corrective distributions2021-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-27$0
2020 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2020 401k financial data
Transfers to/from the plan2020-12-27$0
Total plan liabilities at end of year2020-12-27$0
Total plan liabilities at beginning of year2020-12-27$0
Total income from all sources2020-12-27$518,804
Expenses. Total of all expenses incurred2020-12-27$322,489
Benefits paid (including direct rollovers)2020-12-27$322,489
Total plan assets at end of year2020-12-27$9,481,387
Total plan assets at beginning of year2020-12-27$9,285,072
Value of fidelity bond covering the plan2020-12-27$500,000
Total contributions received or receivable from participants2020-12-27$0
Expenses. Other expenses not covered elsewhere2020-12-27$0
Contributions received from other sources (not participants or employers)2020-12-27$0
Other income received2020-12-27$518,804
Noncash contributions received2020-12-27$0
Net income (gross income less expenses)2020-12-27$196,315
Net plan assets at end of year (total assets less liabilities)2020-12-27$9,481,387
Net plan assets at beginning of year (total assets less liabilities)2020-12-27$9,285,072
Assets. Value of real-estate (other than employer real property)2020-12-27$692,507
Total contributions received or receivable from employer(s)2020-12-27$0
Value of certain deemed distributions of participant loans2020-12-27$0
Value of corrective distributions2020-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-27$0
2019 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2019 401k financial data
Transfers to/from the plan2019-12-27$0
Total plan liabilities at end of year2019-12-27$0
Total plan liabilities at beginning of year2019-12-27$0
Total income from all sources2019-12-27$2,122,165
Expenses. Total of all expenses incurred2019-12-27$317,773
Benefits paid (including direct rollovers)2019-12-27$317,773
Total plan assets at end of year2019-12-27$9,285,072
Total plan assets at beginning of year2019-12-27$7,480,680
Value of fidelity bond covering the plan2019-12-27$500,000
Total contributions received or receivable from participants2019-12-27$0
Expenses. Other expenses not covered elsewhere2019-12-27$0
Contributions received from other sources (not participants or employers)2019-12-27$0
Other income received2019-12-27$1,859,876
Noncash contributions received2019-12-27$0
Net income (gross income less expenses)2019-12-27$1,804,392
Net plan assets at end of year (total assets less liabilities)2019-12-27$9,285,072
Net plan assets at beginning of year (total assets less liabilities)2019-12-27$7,480,680
Assets. Value of real-estate (other than employer real property)2019-12-27$762,520
Total contributions received or receivable from employer(s)2019-12-27$262,289
Value of certain deemed distributions of participant loans2019-12-27$0
Value of corrective distributions2019-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-27$0
2018 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-27$0
2017 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2017 401k financial data
Transfers to/from the plan2017-12-27$0
Total plan liabilities at end of year2017-12-27$0
Total plan liabilities at beginning of year2017-12-27$0
Total income from all sources2017-12-27$1,063,410
Expenses. Total of all expenses incurred2017-12-27$276,222
Benefits paid (including direct rollovers)2017-12-27$223,332
Total plan assets at end of year2017-12-27$7,191,753
Total plan assets at beginning of year2017-12-27$6,404,565
Value of fidelity bond covering the plan2017-12-27$500,000
Total contributions received or receivable from participants2017-12-27$0
Expenses. Other expenses not covered elsewhere2017-12-27$52,890
Contributions received from other sources (not participants or employers)2017-12-27$0
Other income received2017-12-27$621,774
Noncash contributions received2017-12-27$0
Net income (gross income less expenses)2017-12-27$787,188
Net plan assets at end of year (total assets less liabilities)2017-12-27$7,191,753
Net plan assets at beginning of year (total assets less liabilities)2017-12-27$6,404,565
Assets. Value of real-estate (other than employer real property)2017-12-27$640,070
Total contributions received or receivable from employer(s)2017-12-27$441,636
Value of certain deemed distributions of participant loans2017-12-27$0
Value of corrective distributions2017-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-27$0
2016 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2016 401k financial data
Transfers to/from the plan2016-12-27$0
Total plan liabilities at end of year2016-12-27$0
Total plan liabilities at beginning of year2016-12-27$0
Total income from all sources2016-12-27$349,273
Expenses. Total of all expenses incurred2016-12-27$301,732
Benefits paid (including direct rollovers)2016-12-27$223,333
Total plan assets at end of year2016-12-27$6,404,565
Total plan assets at beginning of year2016-12-27$6,357,024
Value of fidelity bond covering the plan2016-12-27$500,000
Total contributions received or receivable from participants2016-12-27$0
Expenses. Other expenses not covered elsewhere2016-12-27$78,399
Contributions received from other sources (not participants or employers)2016-12-27$0
Other income received2016-12-27$-197,914
Noncash contributions received2016-12-27$0
Net income (gross income less expenses)2016-12-27$47,541
Net plan assets at end of year (total assets less liabilities)2016-12-27$6,404,565
Net plan assets at beginning of year (total assets less liabilities)2016-12-27$6,357,024
Assets. Value of real-estate (other than employer real property)2016-12-27$631,972
Total contributions received or receivable from employer(s)2016-12-27$547,187
Value of certain deemed distributions of participant loans2016-12-27$0
Value of corrective distributions2016-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-27$0
2015 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2015 401k financial data
Transfers to/from the plan2015-12-27$0
Total plan liabilities at end of year2015-12-27$0
Total plan liabilities at beginning of year2015-12-27$0
Total income from all sources2015-12-27$138,535
Expenses. Total of all expenses incurred2015-12-27$81,774
Benefits paid (including direct rollovers)2015-12-27$0
Total plan assets at end of year2015-12-27$6,357,024
Total plan assets at beginning of year2015-12-27$6,300,263
Value of fidelity bond covering the plan2015-12-27$500,000
Total contributions received or receivable from participants2015-12-27$0
Expenses. Other expenses not covered elsewhere2015-12-27$81,774
Contributions received from other sources (not participants or employers)2015-12-27$0
Other income received2015-12-27$4,183
Noncash contributions received2015-12-27$0
Net income (gross income less expenses)2015-12-27$56,761
Net plan assets at end of year (total assets less liabilities)2015-12-27$6,357,024
Net plan assets at beginning of year (total assets less liabilities)2015-12-27$6,300,263
Assets. Value of real-estate (other than employer real property)2015-12-27$1,183,022
Total contributions received or receivable from employer(s)2015-12-27$134,352
Value of certain deemed distributions of participant loans2015-12-27$0
Value of corrective distributions2015-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-27$0
2014 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2014 401k financial data
Transfers to/from the plan2014-12-27$0
Total plan liabilities at end of year2014-12-27$0
Total plan liabilities at beginning of year2014-12-27$0
Total income from all sources2014-12-27$133,028
Expenses. Total of all expenses incurred2014-12-27$102,528
Benefits paid (including direct rollovers)2014-12-27$0
Total plan assets at end of year2014-12-27$6,300,263
Total plan assets at beginning of year2014-12-27$6,269,763
Value of fidelity bond covering the plan2014-12-27$500,000
Total contributions received or receivable from participants2014-12-27$0
Expenses. Other expenses not covered elsewhere2014-12-27$102,528
Contributions received from other sources (not participants or employers)2014-12-27$0
Other income received2014-12-27$133,028
Noncash contributions received2014-12-27$0
Net income (gross income less expenses)2014-12-27$30,500
Net plan assets at end of year (total assets less liabilities)2014-12-27$6,300,263
Net plan assets at beginning of year (total assets less liabilities)2014-12-27$6,269,763
Assets. Value of participant loans2014-12-27$27,015
Assets. Value of real-estate (other than employer real property)2014-12-27$1,083,022
Total contributions received or receivable from employer(s)2014-12-27$0
Value of certain deemed distributions of participant loans2014-12-27$0
Value of corrective distributions2014-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-27$0
2013 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2013 401k financial data
Transfers to/from the plan2013-12-27$0
Total plan liabilities at end of year2013-12-27$0
Total plan liabilities at beginning of year2013-12-27$0
Total income from all sources2013-12-27$44,236
Expenses. Total of all expenses incurred2013-12-27$81,025
Benefits paid (including direct rollovers)2013-12-27$0
Total plan assets at end of year2013-12-27$6,269,763
Total plan assets at beginning of year2013-12-27$6,306,552
Value of fidelity bond covering the plan2013-12-27$500,000
Total contributions received or receivable from participants2013-12-27$0
Expenses. Other expenses not covered elsewhere2013-12-27$81,025
Contributions received from other sources (not participants or employers)2013-12-27$0
Other income received2013-12-27$44,236
Noncash contributions received2013-12-27$0
Net income (gross income less expenses)2013-12-27$-36,789
Net plan assets at end of year (total assets less liabilities)2013-12-27$6,269,763
Net plan assets at beginning of year (total assets less liabilities)2013-12-27$6,306,552
Assets. Value of participant loans2013-12-27$47,623
Assets. Value of real-estate (other than employer real property)2013-12-27$1,083,022
Total contributions received or receivable from employer(s)2013-12-27$0
Value of certain deemed distributions of participant loans2013-12-27$0
Value of corrective distributions2013-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-27$0
2012 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2012 401k financial data
Transfers to/from the plan2012-12-27$0
Total plan liabilities at end of year2012-12-27$0
Total plan liabilities at beginning of year2012-12-27$0
Total income from all sources2012-12-27$504,782
Expenses. Total of all expenses incurred2012-12-27$68,920
Benefits paid (including direct rollovers)2012-12-27$0
Total plan assets at end of year2012-12-27$6,306,552
Total plan assets at beginning of year2012-12-27$5,870,690
Value of fidelity bond covering the plan2012-12-27$500,000
Total contributions received or receivable from participants2012-12-27$0
Expenses. Other expenses not covered elsewhere2012-12-27$68,920
Contributions received from other sources (not participants or employers)2012-12-27$0
Other income received2012-12-27$504,782
Noncash contributions received2012-12-27$0
Net income (gross income less expenses)2012-12-27$435,862
Net plan assets at end of year (total assets less liabilities)2012-12-27$6,306,552
Net plan assets at beginning of year (total assets less liabilities)2012-12-27$5,870,690
Assets. Value of participant loans2012-12-27$67,377
Assets. Value of real-estate (other than employer real property)2012-12-27$1,083,022
Total contributions received or receivable from employer(s)2012-12-27$0
Value of certain deemed distributions of participant loans2012-12-27$0
Value of corrective distributions2012-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-27$0
2011 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2011 401k financial data
Transfers to/from the plan2011-12-27$0
Total plan liabilities at end of year2011-12-27$0
Total plan liabilities at beginning of year2011-12-27$0
Total income from all sources2011-12-27$468,023
Expenses. Total of all expenses incurred2011-12-27$59,718
Benefits paid (including direct rollovers)2011-12-27$0
Total plan assets at end of year2011-12-27$5,870,690
Total plan assets at beginning of year2011-12-27$5,462,385
Value of fidelity bond covering the plan2011-12-27$500,000
Total contributions received or receivable from participants2011-12-27$0
Expenses. Other expenses not covered elsewhere2011-12-27$59,718
Contributions received from other sources (not participants or employers)2011-12-27$0
Other income received2011-12-27$73,678
Noncash contributions received2011-12-27$0
Net income (gross income less expenses)2011-12-27$408,305
Net plan assets at end of year (total assets less liabilities)2011-12-27$5,870,690
Net plan assets at beginning of year (total assets less liabilities)2011-12-27$5,462,385
Assets. Value of participant loans2011-12-27$86,314
Assets. Value of real-estate (other than employer real property)2011-12-27$1,083,022
Total contributions received or receivable from employer(s)2011-12-27$394,345
Value of certain deemed distributions of participant loans2011-12-27$0
Value of corrective distributions2011-12-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-27$0
2010 : LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-27$0

Form 5500 Responses for LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST

2021: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2021 form 5500 responses
2021-12-28Type of plan entitySingle employer plan
2021-12-28Submission has been amendedNo
2021-12-28This submission is the final filingNo
2021-12-28This return/report is a short plan year return/report (less than 12 months)No
2021-12-28Plan is a collectively bargained planNo
2021-12-28Plan funding arrangement – TrustYes
2021-12-28Plan benefit arrangement - TrustYes
2020: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2020 form 5500 responses
2020-12-28Type of plan entitySingle employer plan
2020-12-28Submission has been amendedNo
2020-12-28This submission is the final filingNo
2020-12-28This return/report is a short plan year return/report (less than 12 months)No
2020-12-28Plan is a collectively bargained planNo
2020-12-28Plan funding arrangement – TrustYes
2020-12-28Plan benefit arrangement - TrustYes
2019: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2019 form 5500 responses
2019-12-28Type of plan entitySingle employer plan
2019-12-28Submission has been amendedNo
2019-12-28This submission is the final filingNo
2019-12-28This return/report is a short plan year return/report (less than 12 months)No
2019-12-28Plan is a collectively bargained planNo
2019-12-28Plan funding arrangement – TrustYes
2019-12-28Plan benefit arrangement - TrustYes
2018: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2018 form 5500 responses
2018-12-28Type of plan entitySingle employer plan
2018-12-28Submission has been amendedNo
2018-12-28This submission is the final filingNo
2018-12-28This return/report is a short plan year return/report (less than 12 months)No
2018-12-28Plan is a collectively bargained planNo
2018-12-28Plan funding arrangement – TrustYes
2018-12-28Plan benefit arrangement - TrustYes
2017: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2017 form 5500 responses
2017-12-28Type of plan entitySingle employer plan
2017-12-28Submission has been amendedNo
2017-12-28This submission is the final filingNo
2017-12-28This return/report is a short plan year return/report (less than 12 months)No
2017-12-28Plan is a collectively bargained planNo
2017-12-28Plan funding arrangement – TrustYes
2017-12-28Plan benefit arrangement - TrustYes
2016: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2016 form 5500 responses
2016-12-28Type of plan entitySingle employer plan
2016-12-28Submission has been amendedNo
2016-12-28This submission is the final filingNo
2016-12-28This return/report is a short plan year return/report (less than 12 months)No
2016-12-28Plan is a collectively bargained planNo
2016-12-28Plan funding arrangement – TrustYes
2016-12-28Plan benefit arrangement - TrustYes
2015: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2015 form 5500 responses
2015-12-28Type of plan entitySingle employer plan
2015-12-28Submission has been amendedNo
2015-12-28This submission is the final filingNo
2015-12-28This return/report is a short plan year return/report (less than 12 months)No
2015-12-28Plan is a collectively bargained planNo
2015-12-28Plan funding arrangement – TrustYes
2015-12-28Plan benefit arrangement - TrustYes
2014: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2014 form 5500 responses
2014-12-28Type of plan entitySingle employer plan
2014-12-28Submission has been amendedNo
2014-12-28This submission is the final filingNo
2014-12-28This return/report is a short plan year return/report (less than 12 months)No
2014-12-28Plan is a collectively bargained planNo
2014-12-28Plan funding arrangement – TrustYes
2014-12-28Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2013 form 5500 responses
2013-12-28Type of plan entitySingle employer plan
2013-12-28Submission has been amendedNo
2013-12-28This submission is the final filingNo
2013-12-28This return/report is a short plan year return/report (less than 12 months)No
2013-12-28Plan is a collectively bargained planNo
2013-12-28Plan funding arrangement – TrustYes
2013-12-28Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2012 form 5500 responses
2012-12-28Type of plan entitySingle employer plan
2012-12-28Submission has been amendedNo
2012-12-28This submission is the final filingNo
2012-12-28This return/report is a short plan year return/report (less than 12 months)No
2012-12-28Plan is a collectively bargained planNo
2012-12-28Plan funding arrangement – TrustYes
2012-12-28Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2011 form 5500 responses
2011-12-28Type of plan entitySingle employer plan
2011-12-28Submission has been amendedNo
2011-12-28This submission is the final filingNo
2011-12-28This return/report is a short plan year return/report (less than 12 months)No
2011-12-28Plan is a collectively bargained planNo
2011-12-28Plan funding arrangement – TrustYes
2011-12-28Plan benefit arrangement - TrustYes
2009: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2009 form 5500 responses
2009-12-28Type of plan entitySingle employer plan
2009-12-28Submission has been amendedNo
2009-12-28This submission is the final filingNo
2009-12-28This return/report is a short plan year return/report (less than 12 months)No
2009-12-28Plan is a collectively bargained planNo
2009-12-28Plan funding arrangement – TrustYes
2009-12-28Plan benefit arrangement - TrustYes
2008: LAW OFFICES OF DANIEL RETTER, P.C. RETIREMENT TRUST 2008 form 5500 responses
2008-12-28Type of plan entitySingle employer plan
2008-12-28Submission has been amendedNo
2008-12-28This submission is the final filingNo
2008-12-28This return/report is a short plan year return/report (less than 12 months)No
2008-12-28Plan is a collectively bargained planNo

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