WILLIAM H. DANIEL, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-13 | 26076 |
| Net assets as of the end of the plan year | 2024-08-13 | 607005 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 521590 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 50000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 36700 |
| Other expenses paid from plan in this plan year | 2024-08-13 | 0 |
| Other contributions to plan in this plan year | 2024-08-13 | 0 |
| Other income to plan in this plan year | 2024-08-13 | 67995 |
| Plan net income in this plan year | 2024-08-13 | 85415 |
| Net assets as of the end of the plan year | 2024-08-13 | 607005 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 521590 |
| Employer contributions to plan in this plan year | 2024-08-13 | 6796 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 1186 |
| 2022 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-19 | 1005 |
| Net assets as of the end of the plan year | 2022-07-19 | 551514 |
| Total assets as of the beginning of the plan year | 2022-07-19 | 470005 |
| Value of plan covered by a fidelity bond | 2022-07-19 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-19 | 13200 |
| Other expenses paid from plan in this plan year | 2022-07-19 | 1005 |
| Other contributions to plan in this plan year | 2022-07-19 | 0 |
| Other income to plan in this plan year | 2022-07-19 | 64476 |
| Plan net income in this plan year | 2022-07-19 | 81509 |
| Net assets as of the end of the plan year | 2022-07-19 | 551514 |
| Net assets as of the beginning of the plan year | 2022-07-19 | 470005 |
| Employer contributions to plan in this plan year | 2022-07-19 | 4838 |
| 2014 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $62,455 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $756,391 |
| Total plan assets at beginning of year | 2014-12-31 | $693,936 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $28,915 |
| 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 | $28,810 |
| Net income (gross income less expenses) | 2014-12-31 | $62,455 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $756,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $693,936 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,730 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $127,694 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $693,939 |
| Total plan assets at beginning of year | 2013-12-31 | $566,245 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $30,489 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $92,499 |
| Net income (gross income less expenses) | 2013-12-31 | $127,694 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $693,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $566,245 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $4,706 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $93,464 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $566,245 |
| Total plan assets at beginning of year | 2012-12-31 | $472,781 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $26,806 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $62,126 |
| Net income (gross income less expenses) | 2012-12-31 | $93,464 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $566,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $472,781 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,532 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $12,113 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $472,781 |
| Total plan assets at beginning of year | 2011-12-31 | $460,668 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $18,146 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-10,295 |
| Net income (gross income less expenses) | 2011-12-31 | $12,113 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $472,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $460,668 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,262 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $73,454 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $681 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $681 |
| Total plan assets at end of year | 2010-12-31 | $460,668 |
| Total plan assets at beginning of year | 2010-12-31 | $387,895 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,725 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $38,077 |
| Net income (gross income less expenses) | 2010-12-31 | $72,773 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $460,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $387,895 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,652 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: WILLIAM H. DANIEL, P. A. RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
