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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
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
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

Plan Statistics for D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN

401k plan membership statisitcs for D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN

Measure Date Value
2016: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: D & R BUSINESS SERVICES LLC SAFE HARBOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

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

Measure Date Value
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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