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DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DANIEL L. HELBERT, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DANIEL L. HELBERT, A LAW CORPORATION
Employer identification number (EIN):263334258
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about DANIEL L. HELBERT, A LAW CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2008-07-22
Company Identification Number: C3155256
Legal Registered Office Address: 1239 Higuera St

San Luis Obispo
United States of America (USA)
93401

More information about DANIEL L. HELBERT, A LAW CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01DANIEL L. HELBERT
0012012-01-01DANIEL L. HELBERT
0012011-01-01DANIEL L. HELBERT
0012009-01-01DOUGLAS S. HENDRY

Financial Data on DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-11-30$2
Expenses. Total of all expenses incurred2017-11-30$225,827
Benefits paid (including direct rollovers)2017-11-30$225,752
Total plan assets at end of year2017-11-30$0
Total plan assets at beginning of year2017-11-30$225,825
Total contributions received or receivable from participants2017-11-30$0
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$2
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$-225,825
Net plan assets at end of year (total assets less liabilities)2017-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$225,825
Assets. Value of real-estate (other than employer real property)2017-11-30$0
Total contributions received or receivable from employer(s)2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-30$0
2016 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$17,997
Expenses. Total of all expenses incurred2016-12-31$13,558
Benefits paid (including direct rollovers)2016-12-31$13,558
Total plan assets at end of year2016-12-31$225,825
Total plan assets at beginning of year2016-12-31$221,386
Other income received2016-12-31$17,997
Net income (gross income less expenses)2016-12-31$4,439
Net plan assets at end of year (total assets less liabilities)2016-12-31$225,825
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$221,386
Assets. Value of real-estate (other than employer real property)2016-12-31$188,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-35,316
Expenses. Total of all expenses incurred2015-12-31$55
Total plan assets at end of year2015-12-31$221,386
Total plan assets at beginning of year2015-12-31$256,757
Other income received2015-12-31$-35,316
Net income (gross income less expenses)2015-12-31$-35,371
Net plan assets at end of year (total assets less liabilities)2015-12-31$221,386
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$256,757
Assets. Value of real-estate (other than employer real property)2015-12-31$188,091
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$55
2014 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$50,567
Expenses. Total of all expenses incurred2014-12-31$549
Benefits paid (including direct rollovers)2014-12-31$549
Total plan assets at end of year2014-12-31$256,757
Total plan assets at beginning of year2014-12-31$206,739
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$50,567
Net income (gross income less expenses)2014-12-31$50,018
Net plan assets at end of year (total assets less liabilities)2014-12-31$256,757
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$206,739
Assets. Value of real-estate (other than employer real property)2014-12-31$225,910
Total contributions received or receivable from employer(s)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$51,983
Expenses. Total of all expenses incurred2013-12-31$6,866
Benefits paid (including direct rollovers)2013-12-31$6,866
Total plan assets at end of year2013-12-31$206,739
Total plan assets at beginning of year2013-12-31$161,622
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$51,983
Net income (gross income less expenses)2013-12-31$45,117
Net plan assets at end of year (total assets less liabilities)2013-12-31$206,739
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$161,622
Assets. Value of real-estate (other than employer real property)2013-12-31$183,093
Total contributions received or receivable from employer(s)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$500
Benefits paid (including direct rollovers)2012-12-31$500
Total plan assets at end of year2012-12-31$161,622
Total plan assets at beginning of year2012-12-31$162,122
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$0
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-500
Net plan assets at end of year (total assets less liabilities)2012-12-31$161,622
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$162,122
Assets. Value of real-estate (other than employer real property)2012-12-31$139,111
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$39,114
Expenses. Total of all expenses incurred2011-12-31$429
Benefits paid (including direct rollovers)2011-12-31$429
Total plan assets at end of year2011-12-31$162,122
Total plan assets at beginning of year2011-12-31$123,437
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$39,114
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$38,685
Net plan assets at end of year (total assets less liabilities)2011-12-31$162,122
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$123,437
Assets. Value of real-estate (other than employer real property)2011-12-31$139,111
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$60,007
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$150,982
Total plan assets at beginning of year2010-12-31$90,975
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$7
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$60,007
Net plan assets at end of year (total assets less liabilities)2010-12-31$150,982
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$90,975
Total contributions received or receivable from employer(s)2010-12-31$38,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN

2017: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING 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: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING 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: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING 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: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING 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

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