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DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 T. AUSTRIA AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DANIEL T. AUSTRIA AND ASSOCIATES
Employer identification number (EIN):341917355
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DANIEL T. AUSTRIA2017-07-25
0012015-01-01DANIEL T. AUSTRIA2016-10-11

Plan Statistics for DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-083
Total number of particpants at end of year2025-07-083
Number of Participants With Account Balances2025-07-083
2024: DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-163
Total number of particpants at end of year2024-07-163
Number of Participants With Account Balances2024-07-163
2022: DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-112
Total number of particpants at end of year2022-08-112
Number of Participants With Account Balances2022-08-112

Financial Data on DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-080
Net assets as of the end of the plan year2025-07-083463942
Total assets as of the beginning of the plan year2025-07-082445134
Value of plan covered by a fidelity bond2025-07-08210000
Participant contributions to plan in this plan year2025-07-0830500
Other income to plan in this plan year2025-07-08919465
Plan net income in this plan year2025-07-081018808
Net assets as of the end of the plan year2025-07-083463942
Net assets as of the beginning of the plan year2025-07-082445134
Employer contributions to plan in this plan year2025-07-0868843
2024 : DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-160
Net assets as of the end of the plan year2024-07-162445134
Total assets as of the beginning of the plan year2024-07-16623815
Value of plan covered by a fidelity bond2024-07-16245000
Participant contributions to plan in this plan year2024-07-1630000
Other contributions to plan in this plan year2024-07-161355071
Other income to plan in this plan year2024-07-16381431
Plan net income in this plan year2024-07-161821319
Net assets as of the end of the plan year2024-07-162445134
Net assets as of the beginning of the plan year2024-07-16623815
Employer contributions to plan in this plan year2024-07-1654817
2022 : DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-110
Total liabilities as of the end of the plan year2022-08-110
Total liabilities as of the beginning of the plan year2022-08-110
Total expenses incurred by plan in this plan year2022-08-110
Net assets as of the end of the plan year2022-08-11736336
Total assets as of the beginning of the plan year2022-08-11566994
Value of plan covered by a fidelity bond2022-08-11210000
Participant contributions to plan in this plan year2022-08-1126000
Other expenses paid from plan in this plan year2022-08-110
Other contributions to plan in this plan year2022-08-110
Other income to plan in this plan year2022-08-11101751
Plan net income in this plan year2022-08-11169342
Net assets as of the end of the plan year2022-08-11736336
Net assets as of the beginning of the plan year2022-08-11566994
Employer contributions to plan in this plan year2022-08-1141591
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-110

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