ST. DENIS & DAVEY, P.A. has sponsored the creation of one or more 401k plans.
Additional information about ST. DENIS & DAVEY, P.A.
Submission information for form 5500 for 401k plan ST. DENIS & DAVEY, P.A. 401(K) PLAN
401k plan membership statisitcs for ST. DENIS & DAVEY, P.A. 401(K) PLAN
Measure | Date | Value |
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2022: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 26 |
Number of participants with account balances | 2022-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 26 |
Number of participants with account balances | 2021-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 29 |
Number of participants with account balances | 2020-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 25 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
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2022 : ST. DENIS & DAVEY, P.A. 401(K) PLAN 2022 401k financial data |
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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 | $-635,845 |
Expenses. Total of all expenses incurred | 2022-12-31 | $46,893 |
Benefits paid (including direct rollovers) | 2022-12-31 | $21,718 |
Total plan assets at end of year | 2022-12-31 | $3,472,628 |
Total plan assets at beginning of year | 2022-12-31 | $4,155,366 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $209,909 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
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 | $-937,253 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-682,738 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,472,628 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,155,366 |
Assets. Value of participant loans | 2022-12-31 | $16,455 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $91,499 |
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 | $25,175 |
2021 : ST. DENIS & DAVEY, P.A. 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $732,541 |
Expenses. Total of all expenses incurred | 2021-12-31 | $47,457 |
Benefits paid (including direct rollovers) | 2021-12-31 | $23,091 |
Total plan assets at end of year | 2021-12-31 | $4,155,366 |
Total plan assets at beginning of year | 2021-12-31 | $3,470,282 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $177,418 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
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 | $475,974 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $685,084 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,155,366 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,470,282 |
Assets. Value of participant loans | 2021-12-31 | $14,935 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $79,149 |
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 | $24,366 |
2020 : ST. DENIS & DAVEY, P.A. 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
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 | $919,238 |
Expenses. Total of all expenses incurred | 2020-12-31 | $56,696 |
Benefits paid (including direct rollovers) | 2020-12-31 | $38,680 |
Total plan assets at end of year | 2020-12-31 | $3,470,282 |
Total plan assets at beginning of year | 2020-12-31 | $2,607,740 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $155,555 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,055 |
Other income received | 2020-12-31 | $692,211 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $862,542 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,470,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,607,740 |
Assets. Value of participant loans | 2020-12-31 | $9,832 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $68,417 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,016 |
2019 : ST. DENIS & DAVEY, P.A. 401(K) PLAN 2019 401k financial data |
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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 | $594,629 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,420 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,976 |
Total plan assets at end of year | 2019-12-31 | $2,607,740 |
Total plan assets at beginning of year | 2019-12-31 | $2,017,531 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $119,970 |
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 | $474,659 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $590,209 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,607,740 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,017,531 |
Assets. Value of participant loans | 2019-12-31 | $14,755 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
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 | $1,444 |
2022: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2020 form 5500 responses |
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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: ST. DENIS & DAVEY, P.A. 401(K) PLAN 2019 form 5500 responses |
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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 |