J.H. DOWLING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC.
| Measure | Date | Value |
|---|
| 2022 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-5,964 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $154,868 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $154,868 |
| Total plan assets at end of year | 2022-12-31 | $3,749,416 |
| Total plan assets at beginning of year | 2022-12-31 | $3,910,248 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Other income received | 2022-12-31 | $-72,934 |
| Net income (gross income less expenses) | 2022-12-31 | $-160,832 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,749,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,910,248 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $66,970 |
| 2021 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $698,146 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $136,143 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $135,985 |
| Total plan assets at end of year | 2021-12-31 | $3,910,248 |
| Total plan assets at beginning of year | 2021-12-31 | $3,348,245 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $158 |
| Other income received | 2021-12-31 | $640,146 |
| Net income (gross income less expenses) | 2021-12-31 | $562,003 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,910,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,348,245 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $58,000 |
| 2020 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $221,531 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $187 |
| Total plan assets at end of year | 2020-12-31 | $3,348,245 |
| Total plan assets at beginning of year | 2020-12-31 | $3,126,901 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $187 |
| Other income received | 2020-12-31 | $181,531 |
| Net income (gross income less expenses) | 2020-12-31 | $221,344 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,348,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,126,901 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $40,000 |
| 2019 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $627,608 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $100,406 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $100,400 |
| Total plan assets at end of year | 2019-12-31 | $3,126,901 |
| Total plan assets at beginning of year | 2019-12-31 | $2,599,699 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6 |
| Other income received | 2019-12-31 | $596,643 |
| Net income (gross income less expenses) | 2019-12-31 | $527,202 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,126,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,599,699 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,965 |
| 2018 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-165,143 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $110,106 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $109,963 |
| Total plan assets at end of year | 2018-12-31 | $2,599,699 |
| Total plan assets at beginning of year | 2018-12-31 | $2,874,948 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $143 |
| Other income received | 2018-12-31 | $-175,143 |
| Net income (gross income less expenses) | 2018-12-31 | $-275,249 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,599,699 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,874,948 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
| 2017 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $255,468 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $97,887 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $97,733 |
| Total plan assets at end of year | 2017-12-31 | $2,874,948 |
| Total plan assets at beginning of year | 2017-12-31 | $2,717,367 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $154 |
| Other income received | 2017-12-31 | $235,468 |
| Net income (gross income less expenses) | 2017-12-31 | $157,581 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,874,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,717,367 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,000 |
| 2016 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $306,354 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $128,505 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $128,336 |
| Total plan assets at end of year | 2016-12-31 | $2,717,367 |
| Total plan assets at beginning of year | 2016-12-31 | $2,539,518 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $169 |
| Other income received | 2016-12-31 | $306,354 |
| Net income (gross income less expenses) | 2016-12-31 | $177,849 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,717,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,539,518 |
| 2015 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-45,284 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $117,010 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $116,853 |
| Total plan assets at end of year | 2015-12-31 | $2,539,518 |
| Total plan assets at beginning of year | 2015-12-31 | $2,701,812 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $157 |
| Other income received | 2015-12-31 | $-61,790 |
| Net income (gross income less expenses) | 2015-12-31 | $-162,294 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,539,518 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,701,812 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,506 |
| 2014 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $106,926 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $94,939 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $94,727 |
| Total plan assets at end of year | 2014-12-31 | $2,701,812 |
| Total plan assets at beginning of year | 2014-12-31 | $2,689,825 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $212 |
| Other income received | 2014-12-31 | $106,926 |
| Net income (gross income less expenses) | 2014-12-31 | $11,987 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,701,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,689,825 |
| 2013 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $346,409 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $82,090 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $82,090 |
| Total plan assets at end of year | 2013-12-31 | $2,689,825 |
| Total plan assets at beginning of year | 2013-12-31 | $2,425,506 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Other income received | 2013-12-31 | $346,409 |
| Net income (gross income less expenses) | 2013-12-31 | $264,319 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,689,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,425,506 |
| 2012 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $203,134 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $99,157 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $98,852 |
| Total plan assets at end of year | 2012-12-31 | $2,425,506 |
| Total plan assets at beginning of year | 2012-12-31 | $2,321,529 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $305 |
| Other income received | 2012-12-31 | $203,134 |
| Net income (gross income less expenses) | 2012-12-31 | $103,977 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,425,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,321,529 |
| 2011 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $141,365 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $157,491 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $157,191 |
| Total plan assets at end of year | 2011-12-31 | $2,321,529 |
| Total plan assets at beginning of year | 2011-12-31 | $2,337,655 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $300 |
| Other income received | 2011-12-31 | $141,365 |
| Net income (gross income less expenses) | 2011-12-31 | $-16,126 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,321,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,337,655 |
| 2010 : PROFIT SHARING PLAN AND TRUST FOR THE EMPLOYEES OF J.H. DOWLING, INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $254,204 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $62,387 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $62,137 |
| Total plan assets at end of year | 2010-12-31 | $2,337,655 |
| Total plan assets at beginning of year | 2010-12-31 | $2,145,838 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $250 |
| Other income received | 2010-12-31 | $254,204 |
| Net income (gross income less expenses) | 2010-12-31 | $191,817 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,337,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,145,838 |