DAVIS & HOSS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS & HOSS, P.C. 401(K) PLAN
401k plan membership statisitcs for DAVIS & HOSS, P.C. 401(K) PLAN
Measure | Date | Value |
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2020: DAVIS & HOSS, P.C. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DAVIS & HOSS, P.C. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DAVIS & HOSS, P.C. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DAVIS & HOSS, P.C. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DAVIS & HOSS, P.C. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: DAVIS & HOSS, P.C. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DAVIS & HOSS, P.C. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DAVIS & HOSS, P.C. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DAVIS & HOSS, P.C. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DAVIS & HOSS, P.C. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2020 : DAVIS & HOSS, P.C. 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $234,499 |
Expenses. Total of all expenses incurred | 2020-12-31 | $130 |
Total plan assets at end of year | 2020-12-31 | $1,197,511 |
Total plan assets at beginning of year | 2020-12-31 | $963,142 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $53,804 |
Other income received | 2020-12-31 | $152,059 |
Net income (gross income less expenses) | 2020-12-31 | $234,369 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,197,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $963,142 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $134,500 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $28,636 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $130 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : DAVIS & HOSS, P.C. 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $206,464 |
Expenses. Total of all expenses incurred | 2019-12-31 | $10,395 |
Benefits paid (including direct rollovers) | 2019-12-31 | $10,240 |
Total plan assets at end of year | 2019-12-31 | $963,142 |
Total plan assets at beginning of year | 2019-12-31 | $767,073 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $44,164 |
Other income received | 2019-12-31 | $143,474 |
Net income (gross income less expenses) | 2019-12-31 | $196,069 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $963,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $767,073 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $134,500 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $18,826 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : DAVIS & HOSS, P.C. 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $20,141 |
Expenses. Total of all expenses incurred | 2018-12-31 | $201,267 |
Benefits paid (including direct rollovers) | 2018-12-31 | $200,987 |
Total plan assets at end of year | 2018-12-31 | $767,073 |
Total plan assets at beginning of year | 2018-12-31 | $948,199 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $34,408 |
Other income received | 2018-12-31 | $-29,636 |
Net income (gross income less expenses) | 2018-12-31 | $-181,126 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $767,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $948,199 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $133,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $15,369 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : DAVIS & HOSS, P.C. 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $216,051 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $948,199 |
Total plan assets at beginning of year | 2017-12-31 | $732,148 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $43,556 |
Other income received | 2017-12-31 | $149,539 |
Net income (gross income less expenses) | 2017-12-31 | $216,051 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $948,199 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $732,148 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $22,956 |
2016 : DAVIS & HOSS, P.C. 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $158,066 |
Expenses. Total of all expenses incurred | 2016-12-31 | $50 |
Total plan assets at end of year | 2016-12-31 | $732,148 |
Total plan assets at beginning of year | 2016-12-31 | $574,132 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,159 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $42,748 |
Other income received | 2016-12-31 | $46,263 |
Net income (gross income less expenses) | 2016-12-31 | $158,016 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $732,148 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $574,132 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,896 |
2015 : DAVIS & HOSS, P.C. 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $58,805 |
Expenses. Total of all expenses incurred | 2015-12-31 | $50 |
Total plan assets at end of year | 2015-12-31 | $574,132 |
Total plan assets at beginning of year | 2015-12-31 | $515,377 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $38,313 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $50 |
Other income received | 2015-12-31 | $-1,242 |
Net income (gross income less expenses) | 2015-12-31 | $58,755 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $574,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $515,377 |
Assets. Value of participant loans | 2015-12-31 | $5,739 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $21,734 |
2014 : DAVIS & HOSS, P.C. 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $85,823 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,743 |
Benefits paid (including direct rollovers) | 2014-12-31 | $11,693 |
Total plan assets at end of year | 2014-12-31 | $515,377 |
Total plan assets at beginning of year | 2014-12-31 | $441,297 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $35,608 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $50 |
Other income received | 2014-12-31 | $28,911 |
Net income (gross income less expenses) | 2014-12-31 | $74,080 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $515,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $441,297 |
Assets. Value of participant loans | 2014-12-31 | $13,108 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $21,304 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DAVIS & HOSS, P.C. 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $141,413 |
Expenses. Total of all expenses incurred | 2013-12-31 | $50 |
Total plan assets at end of year | 2013-12-31 | $441,297 |
Total plan assets at beginning of year | 2013-12-31 | $299,934 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $36,208 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $10,080 |
Other income received | 2013-12-31 | $77,656 |
Net income (gross income less expenses) | 2013-12-31 | $141,363 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $441,297 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $299,934 |
Assets. Value of participant loans | 2013-12-31 | $20,171 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,469 |
2012 : DAVIS & HOSS, P.C. 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $83,137 |
Expenses. Total of all expenses incurred | 2012-12-31 | $50 |
Total plan assets at end of year | 2012-12-31 | $299,934 |
Total plan assets at beginning of year | 2012-12-31 | $216,847 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $32,168 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $50 |
Other income received | 2012-12-31 | $33,354 |
Net income (gross income less expenses) | 2012-12-31 | $83,087 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $299,934 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $216,847 |
Assets. Value of participant loans | 2012-12-31 | $26,921 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $17,615 |
2011 : DAVIS & HOSS, P.C. 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $43,660 |
Expenses. Total of all expenses incurred | 2011-12-31 | $85 |
Total plan assets at end of year | 2011-12-31 | $216,847 |
Total plan assets at beginning of year | 2011-12-31 | $173,272 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $31,982 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $85 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,228 |
Other income received | 2011-12-31 | $-6,644 |
Net income (gross income less expenses) | 2011-12-31 | $43,575 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $216,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $173,272 |
Assets. Value of participant loans | 2011-12-31 | $33,412 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $17,094 |
2020: DAVIS & HOSS, P.C. 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: DAVIS & HOSS, P.C. 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DAVIS & HOSS, P.C. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DAVIS & HOSS, P.C. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DAVIS & HOSS, P.C. 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DAVIS & HOSS, P.C. 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DAVIS & HOSS, P.C. 401(K) PLAN 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVIS & HOSS, P.C. 401(K) PLAN 2013 form 5500 responses |
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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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVIS & HOSS, P.C. 401(K) PLAN 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DAVIS & HOSS, P.C. 401(K) PLAN 2011 form 5500 responses |
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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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |