CONSTANCE PROSSER BURRELL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST
| Measure | Date | Value |
|---|
| 2024 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $73,150 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $367,108 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $367,108 |
| Total plan assets at end of year | 2024-01-01 | $326,374 |
| Total plan assets at beginning of year | 2024-01-01 | $620,332 |
| Value of fidelity bond covering the plan | 2024-01-01 | $146,000 |
| Other income received | 2024-01-01 | $27,404 |
| Net income (gross income less expenses) | 2024-01-01 | $-293,958 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $326,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $620,332 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $45,746 |
| 2023 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $126,218 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $102,378 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $102,378 |
| Total plan assets at end of year | 2023-12-31 | $620,332 |
| Total plan assets at beginning of year | 2023-12-31 | $596,492 |
| Value of fidelity bond covering the plan | 2023-12-31 | $130,000 |
| Other income received | 2023-12-31 | $86,653 |
| Net income (gross income less expenses) | 2023-12-31 | $23,840 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $620,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $596,492 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $39,565 |
| 2022 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-56,908 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $445,074 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $445,074 |
| Total plan assets at end of year | 2022-12-31 | $596,492 |
| Total plan assets at beginning of year | 2022-12-31 | $1,098,474 |
| Value of fidelity bond covering the plan | 2022-12-31 | $151,000 |
| Other income received | 2022-12-31 | $-103,568 |
| Net income (gross income less expenses) | 2022-12-31 | $-501,982 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $596,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,098,474 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $46,660 |
| 2021 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $160,394 |
| Total plan assets at end of year | 2021-12-31 | $1,098,474 |
| Total plan assets at beginning of year | 2021-12-31 | $938,080 |
| Value of fidelity bond covering the plan | 2021-12-31 | $148,000 |
| Other income received | 2021-12-31 | $108,518 |
| Net income (gross income less expenses) | 2021-12-31 | $160,394 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,098,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $938,080 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $51,876 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $51,876 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $51,876 |
| 2020 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $155,961 |
| Total plan assets at end of year | 2020-12-31 | $938,080 |
| Total plan assets at beginning of year | 2020-12-31 | $782,119 |
| Value of fidelity bond covering the plan | 2020-12-31 | $141,000 |
| Other income received | 2020-12-31 | $116,319 |
| Net income (gross income less expenses) | 2020-12-31 | $155,961 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $938,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $782,119 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $39,642 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $39,642 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $39,642 |
| 2019 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $169,895 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,684 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,684 |
| Total plan assets at end of year | 2019-12-31 | $782,119 |
| Total plan assets at beginning of year | 2019-12-31 | $616,908 |
| Value of fidelity bond covering the plan | 2019-12-31 | $141,000 |
| Other income received | 2019-12-31 | $132,483 |
| Net income (gross income less expenses) | 2019-12-31 | $165,211 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $782,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $616,908 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $37,412 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $37,412 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $37,412 |
| 2018 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-3,799 |
| Total plan assets at end of year | 2018-12-31 | $616,908 |
| Total plan assets at beginning of year | 2018-12-31 | $620,707 |
| Value of fidelity bond covering the plan | 2018-12-31 | $141,000 |
| Other income received | 2018-12-31 | $-39,309 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,799 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $616,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $620,707 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $35,510 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $35,510 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $35,510 |
| 2017 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $120,474 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,036 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $8,036 |
| Total plan assets at end of year | 2017-12-31 | $620,707 |
| Total plan assets at beginning of year | 2017-12-31 | $508,269 |
| Value of fidelity bond covering the plan | 2017-12-31 | $140,000 |
| Other income received | 2017-12-31 | $86,999 |
| Net income (gross income less expenses) | 2017-12-31 | $112,438 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $620,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $508,269 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $33,475 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $33,475 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $33,475 |
| 2016 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $72,497 |
| Total plan assets at end of year | 2016-12-31 | $508,269 |
| Total plan assets at beginning of year | 2016-12-31 | $435,772 |
| Value of fidelity bond covering the plan | 2016-12-31 | $137,000 |
| Other income received | 2016-12-31 | $41,566 |
| Net income (gross income less expenses) | 2016-12-31 | $72,497 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $508,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $435,772 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,931 |
| 2015 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $23,610 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,179 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $25,179 |
| Total plan assets at end of year | 2015-12-31 | $435,772 |
| Total plan assets at beginning of year | 2015-12-31 | $437,341 |
| Value of fidelity bond covering the plan | 2015-12-31 | $120,000 |
| Other income received | 2015-12-31 | $-5,206 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,569 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $435,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $437,341 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,816 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $25,179 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $28,816 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $28,816 |
| 2014 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $50,301 |
| Total plan assets at end of year | 2014-12-31 | $437,341 |
| Total plan assets at beginning of year | 2014-12-31 | $387,040 |
| Value of fidelity bond covering the plan | 2014-12-31 | $120,000 |
| Other income received | 2014-12-31 | $22,804 |
| Net income (gross income less expenses) | 2014-12-31 | $50,301 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $437,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $387,040 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $27,497 |
| 2013 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $73,725 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,564 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $9,564 |
| Total plan assets at end of year | 2013-12-31 | $387,040 |
| Total plan assets at beginning of year | 2013-12-31 | $322,879 |
| Value of fidelity bond covering the plan | 2013-12-31 | $117,000 |
| Other income received | 2013-12-31 | $47,968 |
| Net income (gross income less expenses) | 2013-12-31 | $64,161 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $387,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $322,879 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,757 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $25,757 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $25,757 |
| 2012 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $60,007 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $4,171 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $4,171 |
| Total plan assets at end of year | 2012-12-31 | $322,879 |
| Total plan assets at beginning of year | 2012-12-31 | $267,043 |
| Value of fidelity bond covering the plan | 2012-12-31 | $113,000 |
| Other income received | 2012-12-31 | $31,512 |
| Net income (gross income less expenses) | 2012-12-31 | $55,836 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $322,879 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $267,043 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,495 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $28,495 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $28,495 |
| 2011 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $28,194 |
| Total plan assets at end of year | 2011-12-31 | $267,043 |
| Total plan assets at beginning of year | 2011-12-31 | $238,849 |
| Value of fidelity bond covering the plan | 2011-12-31 | $113,000 |
| Other income received | 2011-12-31 | $1,437 |
| Net income (gross income less expenses) | 2011-12-31 | $28,194 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $267,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $238,849 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,757 |
| 2010 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $47,896 |
| Total plan assets at end of year | 2010-12-31 | $238,849 |
| Total plan assets at beginning of year | 2010-12-31 | $190,953 |
| Value of fidelity bond covering the plan | 2010-12-31 | $110,000 |
| Other income received | 2010-12-31 | $23,266 |
| Net income (gross income less expenses) | 2010-12-31 | $47,896 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $238,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $190,953 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,630 |
| 2009 : RETIREMENT PLAN OF CONSTANCE PROSSER BURRELL DESCENDENTS TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $22,624 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $22,624 |