DRIGGERS, SCHULTZ & HERBST, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C.
| Measure | Date | Value |
|---|
| 2024 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2024 401k financial data |
|---|
| Total income from all sources | 2024-02-29 | $1,664,730 |
| Expenses. Total of all expenses incurred | 2024-02-29 | $19,548 |
| Total plan assets at end of year | 2024-02-29 | $10,788,241 |
| Total plan assets at beginning of year | 2024-02-29 | $9,143,059 |
| Value of fidelity bond covering the plan | 2024-02-29 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2024-02-29 | $19,548 |
| Other income received | 2024-02-29 | $1,664,730 |
| Net income (gross income less expenses) | 2024-02-29 | $1,645,182 |
| Net plan assets at end of year (total assets less liabilities) | 2024-02-29 | $10,788,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-02-29 | $9,143,059 |
| Assets. Value of participant loans | 2024-02-29 | $189,048 |
| 2023 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2023 401k financial data |
|---|
| Total income from all sources | 2023-02-28 | $-544,391 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $92,899 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $73,430 |
| Total plan assets at end of year | 2023-02-28 | $9,143,059 |
| Total plan assets at beginning of year | 2023-02-28 | $9,780,349 |
| Value of fidelity bond covering the plan | 2023-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-02-28 | $19,469 |
| Other income received | 2023-02-28 | $-544,391 |
| Net income (gross income less expenses) | 2023-02-28 | $-637,290 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $9,143,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $9,780,349 |
| Assets. Value of participant loans | 2023-02-28 | $176,059 |
| 2022 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2022 401k financial data |
|---|
| Total income from all sources | 2022-02-28 | $806,244 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $34,963 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $13,313 |
| Total plan assets at end of year | 2022-02-28 | $9,780,349 |
| Total plan assets at beginning of year | 2022-02-28 | $9,009,068 |
| Value of fidelity bond covering the plan | 2022-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-02-28 | $21,650 |
| Other income received | 2022-02-28 | $806,244 |
| Net income (gross income less expenses) | 2022-02-28 | $771,281 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $9,780,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $9,009,068 |
| Assets. Value of participant loans | 2022-02-28 | $156,512 |
| 2021 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2021 401k financial data |
|---|
| Total income from all sources | 2021-02-28 | $1,564,888 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $3,042,574 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $3,020,328 |
| Total plan assets at end of year | 2021-02-28 | $9,009,068 |
| Total plan assets at beginning of year | 2021-02-28 | $10,486,754 |
| Value of fidelity bond covering the plan | 2021-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-02-28 | $22,246 |
| Other income received | 2021-02-28 | $1,564,888 |
| Net income (gross income less expenses) | 2021-02-28 | $-1,477,686 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $9,009,068 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $10,486,754 |
| Assets. Value of participant loans | 2021-02-28 | $101,587 |
| 2020 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $911,364 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $281,379 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $246,340 |
| Total plan assets at end of year | 2020-02-29 | $10,486,754 |
| Total plan assets at beginning of year | 2020-02-29 | $9,856,769 |
| Value of fidelity bond covering the plan | 2020-02-29 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-02-29 | $35,039 |
| Other income received | 2020-02-29 | $674,430 |
| Net income (gross income less expenses) | 2020-02-29 | $629,985 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $10,486,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $9,856,769 |
| Assets. Value of participant loans | 2020-02-29 | $159,343 |
| Total contributions received or receivable from employer(s) | 2020-02-29 | $236,934 |
| 2019 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2019 401k financial data |
|---|
| Total income from all sources | 2019-02-28 | $386,562 |
| Expenses. Total of all expenses incurred | 2019-02-28 | $84,603 |
| Benefits paid (including direct rollovers) | 2019-02-28 | $57,954 |
| Total plan assets at end of year | 2019-02-28 | $9,856,769 |
| Total plan assets at beginning of year | 2019-02-28 | $9,554,810 |
| Value of fidelity bond covering the plan | 2019-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-02-28 | $26,649 |
| Other income received | 2019-02-28 | $176,623 |
| Net income (gross income less expenses) | 2019-02-28 | $301,959 |
| Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $9,856,769 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $9,554,810 |
| Assets. Value of participant loans | 2019-02-28 | $213,285 |
| Total contributions received or receivable from employer(s) | 2019-02-28 | $209,939 |
| 2018 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $1,075,393 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $108,823 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $81,232 |
| Total plan assets at end of year | 2018-02-28 | $9,554,810 |
| Total plan assets at beginning of year | 2018-02-28 | $8,588,240 |
| Value of fidelity bond covering the plan | 2018-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-02-28 | $27,591 |
| Other income received | 2018-02-28 | $845,095 |
| Net income (gross income less expenses) | 2018-02-28 | $966,570 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $9,554,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $8,588,240 |
| Assets. Value of participant loans | 2018-02-28 | $206,687 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $230,298 |
| 2017 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $1,401,939 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $35,019 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $14,212 |
| Total plan assets at end of year | 2017-02-28 | $8,588,240 |
| Total plan assets at beginning of year | 2017-02-28 | $7,221,320 |
| Expenses. Other expenses not covered elsewhere | 2017-02-28 | $20,807 |
| Other income received | 2017-02-28 | $1,156,947 |
| Net income (gross income less expenses) | 2017-02-28 | $1,366,920 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $8,588,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $7,221,320 |
| Assets. Value of participant loans | 2017-02-28 | $200,089 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $244,992 |
| 2016 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $-423,812 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $210,859 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $194,369 |
| Total plan assets at end of year | 2016-02-29 | $7,221,320 |
| Total plan assets at beginning of year | 2016-02-29 | $7,855,991 |
| Value of fidelity bond covering the plan | 2016-02-29 | $500,000 |
| Other income received | 2016-02-29 | $-618,338 |
| Net income (gross income less expenses) | 2016-02-29 | $-634,671 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $7,221,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $7,855,991 |
| Assets. Value of participant loans | 2016-02-29 | $189,938 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $194,526 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $16,490 |
| 2015 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $601,564 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $405,343 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $385,217 |
| Total plan assets at end of year | 2015-02-28 | $7,855,991 |
| Total plan assets at beginning of year | 2015-02-28 | $7,659,770 |
| Value of fidelity bond covering the plan | 2015-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-02-28 | $387 |
| Other income received | 2015-02-28 | $386,629 |
| Net income (gross income less expenses) | 2015-02-28 | $196,221 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $7,855,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $7,659,770 |
| Assets. Value of participant loans | 2015-02-28 | $183,393 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $214,935 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $19,739 |
| 2014 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2014 401k financial data |
|---|
| Total income from all sources | 2014-02-28 | $1,017,090 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $159,793 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $140,300 |
| Total plan assets at end of year | 2014-02-28 | $7,659,770 |
| Total plan assets at beginning of year | 2014-02-28 | $6,802,473 |
| Other income received | 2014-02-28 | $804,465 |
| Net income (gross income less expenses) | 2014-02-28 | $857,297 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $7,659,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $6,802,473 |
| Assets. Value of participant loans | 2014-02-28 | $176,847 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $212,625 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $19,493 |
| 2013 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $492,291 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $22,241 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $6,000 |
| Total plan assets at end of year | 2013-02-28 | $6,802,473 |
| Total plan assets at beginning of year | 2013-02-28 | $6,332,423 |
| Expenses. Other expenses not covered elsewhere | 2013-02-28 | $15 |
| Other income received | 2013-02-28 | $301,732 |
| Net income (gross income less expenses) | 2013-02-28 | $470,050 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $6,802,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $6,332,423 |
| Assets. Value of participant loans | 2013-02-28 | $170,301 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $190,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $16,226 |
| 2012 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $218,234 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $43,082 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $25,414 |
| Total plan assets at end of year | 2012-02-29 | $6,332,423 |
| Total plan assets at beginning of year | 2012-02-29 | $6,157,271 |
| Expenses. Other expenses not covered elsewhere | 2012-02-29 | $290 |
| Other income received | 2012-02-29 | $16,344 |
| Net income (gross income less expenses) | 2012-02-29 | $175,152 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $6,332,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $6,157,271 |
| Assets. Value of participant loans | 2012-02-29 | $166,875 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $201,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $17,378 |
| 2011 : PROFIT SHARING PLAN & TRUST AGREEMENT OF DRIGGERS, SCHULTZ & HERBST, P.C. 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $986,555 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $1,123,247 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $1,116,328 |
| Total plan assets at end of year | 2011-02-28 | $6,157,271 |
| Total plan assets at beginning of year | 2011-02-28 | $6,293,963 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $250 |
| Other income received | 2011-02-28 | $782,261 |
| Net income (gross income less expenses) | 2011-02-28 | $-136,692 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $6,157,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $6,293,963 |
| Assets. Value of participant loans | 2011-02-28 | $164,178 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $204,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $6,669 |
