?>
Logo

THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 401k Plan overview

Plan NameTHOMAS W. DANIELS & CO., P.C. 401(K) PLAN
Plan identification number 001

THOMAS W. DANIELS & CO., P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THOMAS W. DANIELS & CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. DANIELS & CO., P.C.
Employer identification number (EIN):351937610
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01THOMAS W. DANIELS
0012017-01-01THOMAS W. DANIELS
0012016-01-01THOMAS W. DANIELS
0012015-01-01THOMAS W. DANIELS
0012014-01-01THOMAS W. DANIELS
0012013-01-01THOMAS W. DANIELS
0012012-01-01THOMAS W. DANIELS
0012011-01-01THOMAS W DANIELS
0012009-01-01THOMAS W DANIELS

Plan Statistics for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

401k plan membership statisitcs for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Measure Date Value
2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Total participants2022-01-017
Number of participants with account balances2022-01-017
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-017
Total participants2021-01-017
Number of participants with account balances2021-01-017
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-016
Total participants2019-01-016
Number of participants with account balances2019-01-016
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-016
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Measure Date Value
2022 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-165,038
Expenses. Total of all expenses incurred2022-12-31$185
Total plan assets at end of year2022-12-31$1,104,829
Total plan assets at beginning of year2022-12-31$1,270,052
Total contributions received or receivable from participants2022-12-31$74,676
Expenses. Other expenses not covered elsewhere2022-12-31$185
Other income received2022-12-31$-239,714
Net income (gross income less expenses)2022-12-31$-165,223
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,104,829
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,270,052
2021 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$234,841
Expenses. Total of all expenses incurred2021-12-31$251
Total plan assets at end of year2021-12-31$1,270,052
Total plan assets at beginning of year2021-12-31$1,035,462
Total contributions received or receivable from participants2021-12-31$71,042
Expenses. Other expenses not covered elsewhere2021-12-31$251
Other income received2021-12-31$163,799
Net income (gross income less expenses)2021-12-31$234,590
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,270,052
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,035,462
2020 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$188,505
Expenses. Total of all expenses incurred2020-12-31$113
Total plan assets at end of year2020-12-31$1,035,462
Total plan assets at beginning of year2020-12-31$847,070
Total contributions received or receivable from participants2020-12-31$35,024
Expenses. Other expenses not covered elsewhere2020-12-31$113
Other income received2020-12-31$153,481
Net income (gross income less expenses)2020-12-31$188,392
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,035,462
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$847,070
2019 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$186,132
Expenses. Total of all expenses incurred2019-12-31$229
Total plan assets at end of year2019-12-31$847,070
Total plan assets at beginning of year2019-12-31$661,167
Total contributions received or receivable from participants2019-12-31$31,154
Expenses. Other expenses not covered elsewhere2019-12-31$229
Other income received2019-12-31$154,978
Net income (gross income less expenses)2019-12-31$185,903
Net plan assets at end of year (total assets less liabilities)2019-12-31$847,070
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$661,167
2018 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-16,949
Expenses. Total of all expenses incurred2018-12-31$363
Total plan assets at end of year2018-12-31$661,167
Total plan assets at beginning of year2018-12-31$678,479
Total contributions received or receivable from participants2018-12-31$40,616
Expenses. Other expenses not covered elsewhere2018-12-31$363
Other income received2018-12-31$-57,565
Net income (gross income less expenses)2018-12-31$-17,312
Net plan assets at end of year (total assets less liabilities)2018-12-31$661,167
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$678,479
2017 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$164,957
Expenses. Total of all expenses incurred2017-12-31$453
Total plan assets at end of year2017-12-31$678,479
Total plan assets at beginning of year2017-12-31$513,975
Total contributions received or receivable from participants2017-12-31$37,365
Expenses. Other expenses not covered elsewhere2017-12-31$453
Other income received2017-12-31$127,592
Net income (gross income less expenses)2017-12-31$164,504
Net plan assets at end of year (total assets less liabilities)2017-12-31$678,479
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$513,975
2016 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$74,108
Expenses. Total of all expenses incurred2016-12-31$331
Total plan assets at end of year2016-12-31$513,975
Total plan assets at beginning of year2016-12-31$440,198
Total contributions received or receivable from participants2016-12-31$30,400
Expenses. Other expenses not covered elsewhere2016-12-31$331
Other income received2016-12-31$43,708
Net income (gross income less expenses)2016-12-31$73,777
Net plan assets at end of year (total assets less liabilities)2016-12-31$513,975
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$440,198
2015 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,206
Expenses. Total of all expenses incurred2015-12-31$230
Total plan assets at end of year2015-12-31$440,198
Total plan assets at beginning of year2015-12-31$420,222
Total contributions received or receivable from participants2015-12-31$27,817
Expenses. Other expenses not covered elsewhere2015-12-31$230
Other income received2015-12-31$-7,611
Net income (gross income less expenses)2015-12-31$19,976
Net plan assets at end of year (total assets less liabilities)2015-12-31$440,198
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$420,222
2014 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,103
Expenses. Total of all expenses incurred2014-12-31$289
Total plan assets at end of year2014-12-31$420,222
Total plan assets at beginning of year2014-12-31$383,408
Total contributions received or receivable from participants2014-12-31$26,295
Expenses. Other expenses not covered elsewhere2014-12-31$289
Other income received2014-12-31$10,808
Net income (gross income less expenses)2014-12-31$36,814
Net plan assets at end of year (total assets less liabilities)2014-12-31$420,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$383,408
2013 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$42,245
Expenses. Total of all expenses incurred2013-12-31$141
Total plan assets at end of year2013-12-31$383,408
Total plan assets at beginning of year2013-12-31$341,304
Total contributions received or receivable from participants2013-12-31$23,447
Expenses. Other expenses not covered elsewhere2013-12-31$141
Other income received2013-12-31$18,798
Net income (gross income less expenses)2013-12-31$42,104
Net plan assets at end of year (total assets less liabilities)2013-12-31$383,408
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$341,304
2012 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$46,841
Expenses. Total of all expenses incurred2012-12-31$728
Total plan assets at end of year2012-12-31$341,304
Total plan assets at beginning of year2012-12-31$295,191
Total contributions received or receivable from participants2012-12-31$22,868
Expenses. Other expenses not covered elsewhere2012-12-31$728
Other income received2012-12-31$23,973
Net income (gross income less expenses)2012-12-31$46,113
Net plan assets at end of year (total assets less liabilities)2012-12-31$341,304
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$295,191
2011 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,955
Total plan assets at end of year2011-12-31$295,191
Total plan assets at beginning of year2011-12-31$275,236
Total contributions received or receivable from participants2011-12-31$23,386
Other income received2011-12-31$-3,431
Net income (gross income less expenses)2011-12-31$19,955
Net plan assets at end of year (total assets less liabilities)2011-12-31$295,191
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$275,236
2010 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$41,069
Expenses. Total of all expenses incurred2010-12-31$1,784
Benefits paid (including direct rollovers)2010-12-31$1,784
Total plan assets at end of year2010-12-31$275,236
Total plan assets at beginning of year2010-12-31$235,951
Total contributions received or receivable from participants2010-12-31$20,384
Other income received2010-12-31$20,685
Net income (gross income less expenses)2010-12-31$39,285
Net plan assets at end of year (total assets less liabilities)2010-12-31$275,236
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$235,951

Form 5500 Responses for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3