401k Plan data: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN plan

DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DEAN & FULKERSON 401(K) PROFIT SHARING PLAN
Plan identification number	002

DEAN & FULKERSON 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DEAN & FULKERSON P.C. has sponsored the creation of one or more 401k plans.

Company Name: DEAN & FULKERSON P.C.

Employer identification number (EIN): 382546798

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEAN & FULKERSON 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 KEITH M. ARETHA
002 2017-01-01 KEITH ARETHA
002 2016-01-01 KEITH ARETHA
002 2015-01-01 KEITH ARETHA
002 2014-01-01 KEITH ARETHA
002 2013-01-01 KATHLEEN STEVENSON
002 2012-01-01 KEITH ARETHA
002 2011-01-01 KEITH ARETHA
002 2010-01-01 KEITH ARETHA

Plan Statistics for DEAN & FULKERSON 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DEAN & FULKERSON 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 37
Number of participants with account balances 2022-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 25
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 40
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 34
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 45
Number of participants with account balances 2020-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 32
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 39
Number of participants with account balances 2019-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 38
Number of participants with account balances 2017-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 34
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 37
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 37
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2022: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	37
Number of participants with account balances	2022-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	25
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	40
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	34
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	45
Number of participants with account balances	2020-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	32
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	39
Number of participants with account balances	2019-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	38
Number of participants with account balances	2017-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	34
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	37
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	37
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on DEAN & FULKERSON 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,518,258
Expenses. Total of all expenses incurred	2022-12-31	$2,088,285
Benefits paid (including direct rollovers)	2022-12-31	$2,084,971
Total plan assets at end of year	2022-12-31	$7,752,770
Total plan assets at beginning of year	2022-12-31	$11,359,313
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$183,610
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,773,392
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,606,543
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,752,770
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$11,359,313
Assets. Value of participant loans	2022-12-31	$42,581
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$71,524
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,314
2021 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,848,832
Expenses. Total of all expenses incurred	2021-12-31	$1,363,445
Benefits paid (including direct rollovers)	2021-12-31	$1,360,350
Total plan assets at end of year	2021-12-31	$11,359,313
Total plan assets at beginning of year	2021-12-31	$10,873,926
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$296,613
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,454,544
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$485,387
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,359,313
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,873,926
Assets. Value of participant loans	2021-12-31	$51,793
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$97,675
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,095
2020 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,577,948
Expenses. Total of all expenses incurred	2020-12-31	$172,236
Benefits paid (including direct rollovers)	2020-12-31	$169,039
Total plan assets at end of year	2020-12-31	$10,873,926
Total plan assets at beginning of year	2020-12-31	$9,468,214
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$335,451
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,014,017
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,405,712
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,873,926
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,468,214
Assets. Value of participant loans	2020-12-31	$18,440
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$228,480
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,197
2019 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,167,930
Expenses. Total of all expenses incurred	2019-12-31	$1,995,809
Benefits paid (including direct rollovers)	2019-12-31	$1,992,218
Total plan assets at end of year	2019-12-31	$9,468,214
Total plan assets at beginning of year	2019-12-31	$9,296,093
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$294,448
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,741,940
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$172,121
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,468,214
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,296,093
Assets. Value of participant loans	2019-12-31	$27,242
Total contributions received or receivable from employer(s)	2019-12-31	$131,542
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,591
2018 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$62,149
Expenses. Total of all expenses incurred	2018-12-31	$1,473,121
Benefits paid (including direct rollovers)	2018-12-31	$1,466,216
Total plan assets at end of year	2018-12-31	$9,296,093
Total plan assets at beginning of year	2018-12-31	$10,707,065
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$310,509
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-354,822
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,410,972
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,296,093
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,707,065
Assets. Value of participant loans	2018-12-31	$40,582
Total contributions received or receivable from employer(s)	2018-12-31	$106,462
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$6,905
2017 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,803,294
Expenses. Total of all expenses incurred	2017-12-31	$386,239
Benefits paid (including direct rollovers)	2017-12-31	$381,408
Total plan assets at end of year	2017-12-31	$10,707,065
Total plan assets at beginning of year	2017-12-31	$9,290,010
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$250,880
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,434,322
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,417,055
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,707,065
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,290,010
Assets. Value of participant loans	2017-12-31	$56,578
Total contributions received or receivable from employer(s)	2017-12-31	$118,092
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,831
2016 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$957,470
Expenses. Total of all expenses incurred	2016-12-31	$110,146
Benefits paid (including direct rollovers)	2016-12-31	$108,046
Total plan assets at end of year	2016-12-31	$9,290,010
Total plan assets at beginning of year	2016-12-31	$8,442,686
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$251,531
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$79,000
Other income received	2016-12-31	$530,355
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$847,324
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,290,010
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,442,686
Assets. Value of participant loans	2016-12-31	$56,063
Total contributions received or receivable from employer(s)	2016-12-31	$96,584
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,100
2015 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$438,266
Expenses. Total of all expenses incurred	2015-12-31	$160,944
Benefits paid (including direct rollovers)	2015-12-31	$156,751
Total plan assets at end of year	2015-12-31	$8,442,686
Total plan assets at beginning of year	2015-12-31	$8,165,364
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$230,358
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$91,786
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$277,322
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,442,686
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,165,364
Assets. Value of participant loans	2015-12-31	$16,301
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$116,122
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,193
2014 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,079,525
Expenses. Total of all expenses incurred	2014-12-31	$1,111,326
Benefits paid (including direct rollovers)	2014-12-31	$1,108,215
Total plan assets at end of year	2014-12-31	$8,165,364
Total plan assets at beginning of year	2014-12-31	$8,197,165
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$265,179
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$700,146
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-31,801
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,165,364
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,197,165
Assets. Value of participant loans	2014-12-31	$3,532
Total contributions received or receivable from employer(s)	2014-12-31	$114,200
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,111
2013 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,750,426
Expenses. Total of all expenses incurred	2013-12-31	$107,405
Benefits paid (including direct rollovers)	2013-12-31	$105,760
Total plan assets at end of year	2013-12-31	$8,197,165
Total plan assets at beginning of year	2013-12-31	$6,554,144
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$264,791
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$15,319
Other income received	2013-12-31	$1,355,504
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,643,021
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,197,165
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,554,144
Assets. Value of participant loans	2013-12-31	$9,890
Total contributions received or receivable from employer(s)	2013-12-31	$114,812
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	$1,645
2012 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$981,468
Expenses. Total of all expenses incurred	2012-12-31	$223,937
Benefits paid (including direct rollovers)	2012-12-31	$220,820
Total plan assets at end of year	2012-12-31	$6,554,144
Total plan assets at beginning of year	2012-12-31	$5,796,613
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$241,824
Other income received	2012-12-31	$629,819
Net income (gross income less expenses)	2012-12-31	$757,531
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,554,144
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,796,613
Assets. Value of participant loans	2012-12-31	$18,241
Total contributions received or receivable from employer(s)	2012-12-31	$109,825
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$255,589
Expenses. Total of all expenses incurred	2011-12-31	$291,717
Benefits paid (including direct rollovers)	2011-12-31	$288,751
Total plan assets at end of year	2011-12-31	$5,796,613
Total plan assets at beginning of year	2011-12-31	$5,832,741
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$292,301
Contributions received from other sources (not participants or employers)	2011-12-31	$185
Other income received	2011-12-31	$-140,676
Net income (gross income less expenses)	2011-12-31	$-36,128
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,796,613
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,832,741
Assets. Value of participant loans	2011-12-31	$30,056
Total contributions received or receivable from employer(s)	2011-12-31	$103,779
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,003,269
Expenses. Total of all expenses incurred	2010-12-31	$788,171
Benefits paid (including direct rollovers)	2010-12-31	$785,137
Total plan assets at end of year	2010-12-31	$5,832,741
Total plan assets at beginning of year	2010-12-31	$5,617,643
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$271,807
Other income received	2010-12-31	$626,759
Net income (gross income less expenses)	2010-12-31	$215,098
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,832,741
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,617,643
Assets. Value of participant loans	2010-12-31	$44,843
Total contributions received or receivable from employer(s)	2010-12-31	$104,703
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for DEAN & FULKERSON 401(K) PROFIT SHARING PLAN

2022: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DEAN & FULKERSON 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DEAN & FULKERSON P.C.
Employer identification number (EIN):	382546798
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers