DOWELL MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT
| Measure | Date | Value |
|---|
| 2017 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $-613 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $8,530 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $7,795 |
| Total plan assets at end of year | 2017-04-30 | $23,425 |
| Total plan assets at beginning of year | 2017-04-30 | $32,568 |
| Value of fidelity bond covering the plan | 2017-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $735 |
| Net income (gross income less expenses) | 2017-04-30 | $-9,143 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $23,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $32,568 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $-613 |
| 2016 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $1,121 |
| Total income from all sources | 2016-04-30 | $108,603 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $95,489 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $34,280 |
| Total plan assets at end of year | 2016-04-30 | $32,568 |
| Total plan assets at beginning of year | 2016-04-30 | $20,575 |
| Value of fidelity bond covering the plan | 2016-04-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $61,209 |
| Net income (gross income less expenses) | 2016-04-30 | $13,114 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $32,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $19,454 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $108,603 |
| 2015 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $1,121 |
| Total plan liabilities at beginning of year | 2015-04-30 | $2,528 |
| Total income from all sources | 2015-04-30 | $97,258 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $77,804 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $22,051 |
| Total plan assets at end of year | 2015-04-30 | $20,575 |
| Total plan assets at beginning of year | 2015-04-30 | $2,528 |
| Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $55,753 |
| Net income (gross income less expenses) | 2015-04-30 | $19,454 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $19,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $97,258 |
| 2014 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $2,528 |
| Total plan liabilities at beginning of year | 2014-04-30 | $1,609 |
| Total income from all sources | 2014-04-30 | $86,211 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $86,211 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $33,533 |
| Total plan assets at end of year | 2014-04-30 | $2,528 |
| Total plan assets at beginning of year | 2014-04-30 | $1,609 |
| Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $52,678 |
| Net income (gross income less expenses) | 2014-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $86,211 |
| 2013 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $1,609 |
| Total plan liabilities at beginning of year | 2013-04-30 | $2,392 |
| Total income from all sources | 2013-04-30 | $85,364 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $98,715 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $54,383 |
| Total plan assets at end of year | 2013-04-30 | $1,609 |
| Total plan assets at beginning of year | 2013-04-30 | $15,743 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $44,332 |
| Net income (gross income less expenses) | 2013-04-30 | $-13,351 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $13,351 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $85,364 |
| 2012 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $2,392 |
| Total plan liabilities at beginning of year | 2012-04-30 | $1,766 |
| Total income from all sources | 2012-04-30 | $96,843 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $93,563 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $42,692 |
| Total plan assets at end of year | 2012-04-30 | $15,743 |
| Total plan assets at beginning of year | 2012-04-30 | $11,837 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $50,871 |
| Net income (gross income less expenses) | 2012-04-30 | $3,280 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $13,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $10,071 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $96,843 |
| 2011 : EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $1,766 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $76,781 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $66,710 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $28,388 |
| Total plan assets at end of year | 2011-04-30 | $11,837 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $38,322 |
| Net income (gross income less expenses) | 2011-04-30 | $10,071 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $10,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $76,781 |
| 2016: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE HEALTH PLAN OF DOWELL MANAGEMENT 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |