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Plan Name | DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | DANIEL L. HELBERT | |||
001 | 2012-01-01 | DANIEL L. HELBERT | |||
001 | 2011-01-01 | DANIEL L. HELBERT | |||
001 | 2009-01-01 | DOUGLAS S. HENDRY |
Measure | Date | Value |
---|---|---|
2017: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-11-30 | $2 |
Expenses. Total of all expenses incurred | 2017-11-30 | $225,827 |
Benefits paid (including direct rollovers) | 2017-11-30 | $225,752 |
Total plan assets at end of year | 2017-11-30 | $0 |
Total plan assets at beginning of year | 2017-11-30 | $225,825 |
Total contributions received or receivable from participants | 2017-11-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-11-30 | $0 |
Other income received | 2017-11-30 | $2 |
Noncash contributions received | 2017-11-30 | $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 securities | 2017-11-30 | $0 |
2016 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $17,997 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,558 |
Benefits paid (including direct rollovers) | 2016-12-31 | $13,558 |
Total plan assets at end of year | 2016-12-31 | $225,825 |
Total plan assets at beginning of year | 2016-12-31 | $221,386 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-35,316 |
Expenses. Total of all expenses incurred | 2015-12-31 | $55 |
Total plan assets at end of year | 2015-12-31 | $221,386 |
Total plan assets at beginning of year | 2015-12-31 | $256,757 |
Other income received | 2015-12-31 | $-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 sources | 2014-12-31 | $50,567 |
Expenses. Total of all expenses incurred | 2014-12-31 | $549 |
Benefits paid (including direct rollovers) | 2014-12-31 | $549 |
Total plan assets at end of year | 2014-12-31 | $256,757 |
Total plan assets at beginning of year | 2014-12-31 | $206,739 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $51,983 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,866 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,866 |
Total plan assets at end of year | 2013-12-31 | $206,739 |
Total plan assets at beginning of year | 2013-12-31 | $161,622 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $0 |
Expenses. Total of all expenses incurred | 2012-12-31 | $500 |
Benefits paid (including direct rollovers) | 2012-12-31 | $500 |
Total plan assets at end of year | 2012-12-31 | $161,622 |
Total plan assets at beginning of year | 2012-12-31 | $162,122 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $0 |
Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $39,114 |
Expenses. Total of all expenses incurred | 2011-12-31 | $429 |
Benefits paid (including direct rollovers) | 2011-12-31 | $429 |
Total plan assets at end of year | 2011-12-31 | $162,122 |
Total plan assets at beginning of year | 2011-12-31 | $123,437 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $39,114 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $60,007 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $150,982 |
Total plan assets at beginning of year | 2010-12-31 | $90,975 |
Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $7 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2017: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DANIEL L. HELBERT, A LAW CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |