CURTIS,HEINZ,GARRETT & OKEEFE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C.
| Measure | Date | Value |
|---|
| 2023 : PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,799,803 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $901,576 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $882,448 |
| Total plan assets at end of year | 2023-12-31 | $7,428,070 |
| Total plan assets at beginning of year | 2023-12-31 | $6,529,843 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $162,249 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,075,757 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $898,227 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,428,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,529,843 |
| Assets. Value of participant loans | 2023-12-31 | $12,523 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $561,797 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $473 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,655 |
| 2022 : PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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 | $-855,861 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,468,537 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,450,226 |
| Total plan assets at end of year | 2022-12-31 | $6,529,843 |
| Total plan assets at beginning of year | 2022-12-31 | $9,854,241 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $174,852 |
| 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 | $-1,562,846 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,324,398 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,529,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,854,241 |
| Assets. Value of participant loans | 2022-12-31 | $43,507 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $532,133 |
| 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 | $18,311 |
| 2021 : PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $50 |
| 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 | $1,748,165 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $194,918 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $176,569 |
| Total plan assets at end of year | 2021-12-31 | $9,854,241 |
| Total plan assets at beginning of year | 2021-12-31 | $8,300,944 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $187,151 |
| 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 | $1,042,548 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,553,247 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,854,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,300,944 |
| Assets. Value of participant loans | 2021-12-31 | $67,003 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $518,466 |
| 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 | $18,349 |
| 2020 : PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $4,283,414 |
| 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 | $1,633,858 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $821,843 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $797,670 |
| Total plan assets at end of year | 2020-12-31 | $8,300,944 |
| Total plan assets at beginning of year | 2020-12-31 | $3,205,515 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $183,220 |
| 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 | $962,439 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $812,015 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,300,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,205,515 |
| Assets. Value of participant loans | 2020-12-31 | $83,361 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $488,199 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $13,922 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,251 |
| 2019 : PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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 | $-2,270,819 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,200,534 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,200,534 |
| Total plan assets at end of year | 2019-12-31 | $3,205,515 |
| Total plan assets at beginning of year | 2019-12-31 | $11,676,868 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $66,798 |
| 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 | $-2,383,016 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-8,471,353 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,205,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,676,868 |
| Assets. Value of participant loans | 2019-12-31 | $25,163 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $45,399 |
| 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 | $0 |
| 2023: PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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: PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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: PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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: PROFIT SHARING/SAFE HARBOR 401(K) PLAN OF CURTIS, HEINZ, GARRETT & O'KEEFE, P.C. 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
