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D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 401k Plan overview

Plan NameD & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN
Plan identification number 001

D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

D & R BUSINESS SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:D & R BUSINESS SERVICES LLC
Employer identification number (EIN):383368362
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANGELA RHODE2024-09-30 ANGELA RHODE2024-10-08
0012022-01-01ANGELA RHODE2023-10-06 ANGELA RHODE2023-10-06
0012021-01-01STEPHEN VAN FLETERN2022-06-02 STEPHEN VAN FLETERN2022-06-02
0012020-01-01STEPHEN VAN FLETEREN2021-06-27 STEPHEN VAN FLETEREN2021-06-27
0012019-01-01STEPHEN VAN FLETEREN2020-06-04 STEPHEN VAN FLETEREN2020-06-04
0012018-01-01STEPHEN VAN FLETEREN2019-07-17 STEPHEN VAN FLETEREN2019-07-17
0012017-01-01STEPHEN VAN FLETEREN2018-08-30 STEPHEN VAN FLETEREN2018-08-30
0012016-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2017-10-06
0012015-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2016-08-17
0012014-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2015-01-14
0012013-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2014-09-15
0012012-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2013-09-17
0012011-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2012-07-19
0012010-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2011-10-06
0012009-01-01STEPHEN J VAN FLETEREN STEPHEN J VAN FLETEREN2010-10-14

Financial Data on D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN

Measure Date Value
2025 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-308613
Net assets as of the end of the plan year2025-07-301087143
Total assets as of the beginning of the plan year2025-07-30861300
Value of plan covered by a fidelity bond2025-07-3075000
Participant contributions to plan in this plan year2025-07-3062540
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30140203
Plan net income in this plan year2025-07-30225843
Net assets as of the end of the plan year2025-07-301087143
Net assets as of the beginning of the plan year2025-07-30861300
Employer contributions to plan in this plan year2025-07-3031713
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30225
2024 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-088538
Net assets as of the end of the plan year2024-10-08861300
Total assets as of the beginning of the plan year2024-10-08670653
Value of plan covered by a fidelity bond2024-10-0875000
Participant contributions to plan in this plan year2024-10-0854976
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08120738
Plan net income in this plan year2024-10-08190647
Net assets as of the end of the plan year2024-10-08861300
Net assets as of the beginning of the plan year2024-10-08670653
Employer contributions to plan in this plan year2024-10-0823471
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08185
2022 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-0255077
Net assets as of the end of the plan year2022-06-02728413
Total assets as of the beginning of the plan year2022-06-02588959
Value of plan covered by a fidelity bond2022-06-0275000
Participant contributions to plan in this plan year2022-06-0271863
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-0286178
Plan net income in this plan year2022-06-02139454
Net assets as of the end of the plan year2022-06-02728413
Net assets as of the beginning of the plan year2022-06-02588959
Employer contributions to plan in this plan year2022-06-0236490
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-02959
2016 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$113,468
Total plan assets at end of year2016-12-31$375,670
Total plan assets at beginning of year2016-12-31$262,202
Total contributions received or receivable from participants2016-12-31$40,673
Contributions received from other sources (not participants or employers)2016-12-31$17,344
Other income received2016-12-31$22,813
Net income (gross income less expenses)2016-12-31$113,468
Net plan assets at end of year (total assets less liabilities)2016-12-31$375,670
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$262,202
Total contributions received or receivable from employer(s)2016-12-31$32,638
2015 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$67,530
Expenses. Total of all expenses incurred2015-12-31$7,553
Benefits paid (including direct rollovers)2015-12-31$7,553
Total plan assets at end of year2015-12-31$262,202
Total plan assets at beginning of year2015-12-31$202,225
Total contributions received or receivable from participants2015-12-31$42,255
Other income received2015-12-31$-7,737
Net income (gross income less expenses)2015-12-31$59,977
Net plan assets at end of year (total assets less liabilities)2015-12-31$262,202
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$202,225
Total contributions received or receivable from employer(s)2015-12-31$33,012
2014 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$66,546
Expenses. Total of all expenses incurred2014-12-31$5,000
Benefits paid (including direct rollovers)2014-12-31$5,000
Total plan assets at end of year2014-12-31$202,225
Total plan assets at beginning of year2014-12-31$140,679
Total contributions received or receivable from participants2014-12-31$40,983
Other income received2014-12-31$4,888
Net income (gross income less expenses)2014-12-31$61,546
Net plan assets at end of year (total assets less liabilities)2014-12-31$202,225
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$140,679
Total contributions received or receivable from employer(s)2014-12-31$20,675
2013 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-46,479
Total income from all sources2013-12-31$67,781
Total plan assets at end of year2013-12-31$140,679
Total plan assets at beginning of year2013-12-31$119,377
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$40,113
Other income received2013-12-31$18,459
Net income (gross income less expenses)2013-12-31$67,781
Net plan assets at end of year (total assets less liabilities)2013-12-31$140,679
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$119,377
Total contributions received or receivable from employer(s)2013-12-31$9,209
2012 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$45,112
Expenses. Total of all expenses incurred2012-12-31$21,868
Benefits paid (including direct rollovers)2012-12-31$21,868
Total plan assets at end of year2012-12-31$119,377
Total plan assets at beginning of year2012-12-31$96,133
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$24,324
Other income received2012-12-31$10,269
Net income (gross income less expenses)2012-12-31$23,244
Net plan assets at end of year (total assets less liabilities)2012-12-31$119,377
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$96,133
Total contributions received or receivable from employer(s)2012-12-31$10,519
2011 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,306
Total plan assets at end of year2011-12-31$96,133
Total plan assets at beginning of year2011-12-31$67,827
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$24,314
Other income received2011-12-31$-5,051
Net income (gross income less expenses)2011-12-31$28,306
Net plan assets at end of year (total assets less liabilities)2011-12-31$96,133
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$67,827
Total contributions received or receivable from employer(s)2011-12-31$9,043
2010 : D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$26,418
Expenses. Total of all expenses incurred2010-12-31$4,141
Benefits paid (including direct rollovers)2010-12-31$4,141
Total plan assets at end of year2010-12-31$67,827
Total plan assets at beginning of year2010-12-31$45,550
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$12,602
Other income received2010-12-31$5,876
Net income (gross income less expenses)2010-12-31$22,277
Net plan assets at end of year (total assets less liabilities)2010-12-31$67,827
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$45,550
Total contributions received or receivable from employer(s)2010-12-31$7,940

Form 5500 Responses for D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN

2016: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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
2010: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K 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

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