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

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

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

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

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 THOMAS W. DANIELS
001 2023-01-01
001 2023-01-01 THOMAS W. DANIELS
001 2022-01-01
001 2022-01-01 THOMAS W. DANIELS
001 2021-01-01
001 2021-01-01 THOMAS W. DANIELS
001 2020-01-01
001 2019-01-01
001 2018-01-01 THOMAS W. DANIELS
001 2017-01-01 THOMAS W. DANIELS
001 2016-01-01 THOMAS W. DANIELS
001 2015-01-01 THOMAS W. DANIELS
001 2014-01-01 THOMAS W. DANIELS
001 2013-01-01 THOMAS W. DANIELS
001 2012-01-01 THOMAS W. DANIELS
001 2011-01-01 THOMAS W DANIELS
001 2009-01-01 THOMAS W DANIELS

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

Measure	Date	Value
2024 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$353,164
Expenses. Total of all expenses incurred	2024-01-01	$491,557
Benefits paid (including direct rollovers)	2024-01-01	$491,370
Total plan assets at end of year	2024-01-01	$989,412
Total plan assets at beginning of year	2024-01-01	$1,127,805
Total contributions received or receivable from participants	2024-01-01	$55,935
Expenses. Other expenses not covered elsewhere	2024-01-01	$187
Other income received	2024-01-01	$297,229
Net income (gross income less expenses)	2024-01-01	$-138,393
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$989,412
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$1,127,805
2023 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$356,732
Expenses. Total of all expenses incurred	2023-12-31	$333,756
Benefits paid (including direct rollovers)	2023-12-31	$333,431
Total plan assets at end of year	2023-12-31	$1,127,805
Total plan assets at beginning of year	2023-12-31	$1,104,829
Total contributions received or receivable from participants	2023-12-31	$63,958
Expenses. Other expenses not covered elsewhere	2023-12-31	$325
Other income received	2023-12-31	$292,774
Net income (gross income less expenses)	2023-12-31	$22,976
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,127,805
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,104,829
2022 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-165,038
Expenses. Total of all expenses incurred	2022-12-31	$185
Total plan assets at end of year	2022-12-31	$1,104,829
Total plan assets at beginning of year	2022-12-31	$1,270,052
Total contributions received or receivable from participants	2022-12-31	$74,676
Expenses. Other expenses not covered elsewhere	2022-12-31	$185
Other income received	2022-12-31	$-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 sources	2021-12-31	$234,841
Expenses. Total of all expenses incurred	2021-12-31	$251
Total plan assets at end of year	2021-12-31	$1,270,052
Total plan assets at beginning of year	2021-12-31	$1,035,462
Total contributions received or receivable from participants	2021-12-31	$71,042
Expenses. Other expenses not covered elsewhere	2021-12-31	$251
Other income received	2021-12-31	$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 sources	2020-12-31	$188,505
Expenses. Total of all expenses incurred	2020-12-31	$113
Total plan assets at end of year	2020-12-31	$1,035,462
Total plan assets at beginning of year	2020-12-31	$847,070
Total contributions received or receivable from participants	2020-12-31	$35,024
Expenses. Other expenses not covered elsewhere	2020-12-31	$113
Other income received	2020-12-31	$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 sources	2019-12-31	$186,132
Expenses. Total of all expenses incurred	2019-12-31	$229
Total plan assets at end of year	2019-12-31	$847,070
Total plan assets at beginning of year	2019-12-31	$661,167
Total contributions received or receivable from participants	2019-12-31	$31,154
Expenses. Other expenses not covered elsewhere	2019-12-31	$229
Other income received	2019-12-31	$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 sources	2018-12-31	$-16,949
Expenses. Total of all expenses incurred	2018-12-31	$363
Total plan assets at end of year	2018-12-31	$661,167
Total plan assets at beginning of year	2018-12-31	$678,479
Total contributions received or receivable from participants	2018-12-31	$40,616
Expenses. Other expenses not covered elsewhere	2018-12-31	$363
Other income received	2018-12-31	$-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 sources	2017-12-31	$164,957
Expenses. Total of all expenses incurred	2017-12-31	$453
Total plan assets at end of year	2017-12-31	$678,479
Total plan assets at beginning of year	2017-12-31	$513,975
Total contributions received or receivable from participants	2017-12-31	$37,365
Expenses. Other expenses not covered elsewhere	2017-12-31	$453
Other income received	2017-12-31	$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 sources	2016-12-31	$74,108
Expenses. Total of all expenses incurred	2016-12-31	$331
Total plan assets at end of year	2016-12-31	$513,975
Total plan assets at beginning of year	2016-12-31	$440,198
Total contributions received or receivable from participants	2016-12-31	$30,400
Expenses. Other expenses not covered elsewhere	2016-12-31	$331
Other income received	2016-12-31	$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 sources	2015-12-31	$20,206
Expenses. Total of all expenses incurred	2015-12-31	$230
Total plan assets at end of year	2015-12-31	$440,198
Total plan assets at beginning of year	2015-12-31	$420,222
Total contributions received or receivable from participants	2015-12-31	$27,817
Expenses. Other expenses not covered elsewhere	2015-12-31	$230
Other income received	2015-12-31	$-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 sources	2014-12-31	$37,103
Expenses. Total of all expenses incurred	2014-12-31	$289
Total plan assets at end of year	2014-12-31	$420,222
Total plan assets at beginning of year	2014-12-31	$383,408
Total contributions received or receivable from participants	2014-12-31	$26,295
Expenses. Other expenses not covered elsewhere	2014-12-31	$289
Other income received	2014-12-31	$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 sources	2013-12-31	$42,245
Expenses. Total of all expenses incurred	2013-12-31	$141
Total plan assets at end of year	2013-12-31	$383,408
Total plan assets at beginning of year	2013-12-31	$341,304
Total contributions received or receivable from participants	2013-12-31	$23,447
Expenses. Other expenses not covered elsewhere	2013-12-31	$141
Other income received	2013-12-31	$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 sources	2012-12-31	$46,841
Expenses. Total of all expenses incurred	2012-12-31	$728
Total plan assets at end of year	2012-12-31	$341,304
Total plan assets at beginning of year	2012-12-31	$295,191
Total contributions received or receivable from participants	2012-12-31	$22,868
Expenses. Other expenses not covered elsewhere	2012-12-31	$728
Other income received	2012-12-31	$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 sources	2011-12-31	$19,955
Total plan assets at end of year	2011-12-31	$295,191
Total plan assets at beginning of year	2011-12-31	$275,236
Total contributions received or receivable from participants	2011-12-31	$23,386
Other income received	2011-12-31	$-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 sources	2010-12-31	$41,069
Expenses. Total of all expenses incurred	2010-12-31	$1,784
Benefits paid (including direct rollovers)	2010-12-31	$1,784
Total plan assets at end of year	2010-12-31	$275,236
Total plan assets at beginning of year	2010-12-31	$235,951
Total contributions received or receivable from participants	2010-12-31	$20,384
Other income received	2010-12-31	$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

2023: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	THOMAS W. DANIELS
001	2023-01-01
001	2023-01-01	THOMAS W. DANIELS
001	2022-01-01
001	2022-01-01	THOMAS W. DANIELS
001	2021-01-01
001	2021-01-01	THOMAS W. DANIELS
001	2020-01-01
001	2019-01-01
001	2018-01-01	THOMAS W. DANIELS
001	2017-01-01	THOMAS W. DANIELS
001	2016-01-01	THOMAS W. DANIELS
001	2015-01-01	THOMAS W. DANIELS
001	2014-01-01	THOMAS W. DANIELS
001	2013-01-01	THOMAS W. DANIELS
001	2012-01-01	THOMAS W. DANIELS
001	2011-01-01	THOMAS W DANIELS
001	2009-01-01	THOMAS W DANIELS