DONATELLI & COULES, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan D & C, LTD. PROFIT SHARING PLAN
401k plan membership statisitcs for D & C, LTD. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: D & C, LTD. PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-16 | 12 |
| Total number of particpants at end of year | 2025-04-16 | 12 |
| Number of Participants With Account Balances | 2025-04-16 | 11 |
| 2024: D & C, LTD. PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-06 | 11 |
| Total number of particpants at end of year | 2024-06-06 | 12 |
| Number of Participants With Account Balances | 2024-06-06 | 11 |
| 2022: D & C, LTD. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-01 | 10 |
| Total number of particpants at end of year | 2022-07-01 | 11 |
| Number of Participants With Account Balances | 2022-07-01 | 9 |
| 2013: D & C, LTD. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : D & C, LTD. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 312 |
| Net assets as of the end of the plan year | 2025-04-16 | 5936517 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 5221841 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-16 | 172438 |
| Value of participant loans at end of plan year | 2025-04-16 | 11501 |
| Other expenses paid from plan in this plan year | 2025-04-16 | 0 |
| Other contributions to plan in this plan year | 2025-04-16 | 0 |
| Other income to plan in this plan year | 2025-04-16 | 494561 |
| Plan net income in this plan year | 2025-04-16 | 714676 |
| Net assets as of the end of the plan year | 2025-04-16 | 5936517 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 5221841 |
| Employer contributions to plan in this plan year | 2025-04-16 | 47989 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 312 |
| 2024 : D & C, LTD. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-06 | 0 |
| Net assets as of the end of the plan year | 2024-06-06 | 5221841 |
| Total assets as of the beginning of the plan year | 2024-06-06 | 4443719 |
| Value of plan covered by a fidelity bond | 2024-06-06 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-06 | 161167 |
| Value of participant loans at end of plan year | 2024-06-06 | 19709 |
| Other expenses paid from plan in this plan year | 2024-06-06 | 0 |
| Other contributions to plan in this plan year | 2024-06-06 | 0 |
| Other income to plan in this plan year | 2024-06-06 | 570348 |
| Plan net income in this plan year | 2024-06-06 | 778122 |
| Net assets as of the end of the plan year | 2024-06-06 | 5221841 |
| Net assets as of the beginning of the plan year | 2024-06-06 | 4443719 |
| Employer contributions to plan in this plan year | 2024-06-06 | 46607 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-06 | 0 |
| 2022 : D & C, LTD. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-01 | 101451 |
| Net assets as of the end of the plan year | 2022-07-01 | 4998409 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 4616147 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-01 | 125794 |
| Value of participant loans at end of plan year | 2022-07-01 | 38659 |
| Other expenses paid from plan in this plan year | 2022-07-01 | 0 |
| Other contributions to plan in this plan year | 2022-07-01 | 0 |
| Other income to plan in this plan year | 2022-07-01 | 327978 |
| Plan net income in this plan year | 2022-07-01 | 382262 |
| Net assets as of the end of the plan year | 2022-07-01 | 4998409 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 4616147 |
| Employer contributions to plan in this plan year | 2022-07-01 | 29941 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 0 |
| 2013 : D & C, LTD. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $395,838 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $766 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $454 |
| Total plan assets at end of year | 2013-12-31 | $1,514,066 |
| Total plan assets at beginning of year | 2013-12-31 | $1,118,994 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $81,780 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $312 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $179,707 |
| Other income received | 2013-12-31 | $111,331 |
| Net income (gross income less expenses) | 2013-12-31 | $395,072 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,514,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,118,994 |
| Assets. Value of participant loans | 2013-12-31 | $70,094 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $184,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $23,020 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
