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DASZKAL BOLTON, LLP 401(K) PLAN 401k Plan overview

Plan NameDASZKAL BOLTON, LLP 401(K) PLAN
Plan identification number 001

DASZKAL BOLTON, LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DASZKAL BOLTON, LLP has sponsored the creation of one or more 401k plans.

Company Name:DASZKAL BOLTON, LLP
Employer identification number (EIN):650406506
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DASZKAL BOLTON, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LUKAS ZANKO2023-10-16
0012021-01-01TIMOTHY DEVLIN2022-10-18
0012020-01-01TIMOTHY DEVLIN2021-10-15
0012019-01-01SONJA CHAVES2020-10-15
0012018-01-01SONJA CHAVES2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SONJA VANLANGEVELDE
0012013-01-01SONJA SAUVAGE
0012012-01-01SONJA SAUVAGE
0012011-01-01TIMOTHY DEVLIN
0012009-01-01GARY R MCCONNELL,CPA PA
0012009-01-01GARY R MCCONNELL,CPA PA
0012009-01-01

Plan Statistics for DASZKAL BOLTON, LLP 401(K) PLAN

401k plan membership statisitcs for DASZKAL BOLTON, LLP 401(K) PLAN

Measure Date Value
2022: DASZKAL BOLTON, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: DASZKAL BOLTON, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: DASZKAL BOLTON, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: DASZKAL BOLTON, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01199
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: DASZKAL BOLTON, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01163
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01183
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DASZKAL BOLTON, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01163
Number of participants with account balances2017-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DASZKAL BOLTON, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01165
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: DASZKAL BOLTON, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01155
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: DASZKAL BOLTON, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: DASZKAL BOLTON, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: DASZKAL BOLTON, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01132
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: DASZKAL BOLTON, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01139
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: DASZKAL BOLTON, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on DASZKAL BOLTON, LLP 401(K) PLAN

Measure Date Value
2022 : DASZKAL BOLTON, LLP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-292,728
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,304,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,257,073
Value of total corrective distributions2022-12-31$23,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,098,710
Value of total assets at end of year2022-12-31$18,779,645
Value of total assets at beginning of year2022-12-31$20,376,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,739
Total interest from all sources2022-12-31$12,394
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$491,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$491,211
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,778,354
Participant contributions at end of year2022-12-31$95,787
Participant contributions at beginning of year2022-12-31$92,229
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$936,067
Other income not declared elsewhere2022-12-31$1,703
Total non interest bearing cash at end of year2022-12-31$86,319
Total non interest bearing cash at beginning of year2022-12-31$46,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,597,022
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,779,645
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,376,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,289,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,247,074
Interest on participant loans2022-12-31$4,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,307,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$990,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$990,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,896,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$384,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,257,073
Contract administrator fees2022-12-31$23,739
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCOTT SHULMAN CPA PA
Accountancy firm EIN2022-12-31854217109
2021 : DASZKAL BOLTON, LLP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,906,002
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,977,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,956,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,318,001
Value of total assets at end of year2021-12-31$20,376,667
Value of total assets at beginning of year2021-12-31$17,447,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,242
Total interest from all sources2021-12-31$6,505
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,270,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,270,009
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,507,975
Participant contributions at end of year2021-12-31$92,229
Participant contributions at beginning of year2021-12-31$138,064
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$495,455
Other income not declared elsewhere2021-12-31$2,216
Total non interest bearing cash at end of year2021-12-31$46,595
Total non interest bearing cash at beginning of year2021-12-31$17,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,928,945
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,376,667
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,447,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,247,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,401,119
Interest on participant loans2021-12-31$5,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$990,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$890,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$890,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,309,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$314,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,956,815
Contract administrator fees2021-12-31$20,242
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCOTT SHULMAN CPA PA
Accountancy firm EIN2021-12-31854217109
2020 : DASZKAL BOLTON, LLP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,903,176
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$387,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$369,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,679,078
Value of total assets at end of year2020-12-31$17,447,722
Value of total assets at beginning of year2020-12-31$13,931,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,251
Total interest from all sources2020-12-31$13,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$428,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$428,246
Administrative expenses professional fees incurred2020-12-31$17,251
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,335,641
Participant contributions at end of year2020-12-31$138,064
Participant contributions at beginning of year2020-12-31$183,560
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,347
Total non interest bearing cash at end of year2020-12-31$17,978
Total non interest bearing cash at beginning of year2020-12-31$4,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,515,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,447,722
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,931,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,401,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,005,778
Interest on participant loans2020-12-31$9,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$890,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$737,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$737,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,782,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$274,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$369,964
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCOTT SHULMAN CPA PA
Accountancy firm EIN2020-12-31854217109
2019 : DASZKAL BOLTON, LLP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,881,153
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$78,890
Total of all expenses incurred2019-12-31$78,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,540,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,540,186
Value of total assets at end of year2019-12-31$13,931,761
Value of total assets at end of year2019-12-31$13,931,761
Value of total assets at beginning of year2019-12-31$10,129,498
Value of total assets at beginning of year2019-12-31$10,129,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,670
Total interest from all sources2019-12-31$19,805
Total interest from all sources2019-12-31$19,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$330,159
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$330,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$330,159
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$330,159
Administrative expenses professional fees incurred2019-12-31$15,670
Administrative expenses professional fees incurred2019-12-31$15,670
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,195,217
Contributions received from participants2019-12-31$1,195,217
Participant contributions at end of year2019-12-31$183,560
Participant contributions at end of year2019-12-31$183,560
Participant contributions at beginning of year2019-12-31$150,509
Participant contributions at beginning of year2019-12-31$150,509
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,097
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,097
Other income not declared elsewhere2019-12-31$2,200
Other income not declared elsewhere2019-12-31$2,200
Total non interest bearing cash at end of year2019-12-31$4,579
Total non interest bearing cash at end of year2019-12-31$4,579
Total non interest bearing cash at beginning of year2019-12-31$198
Total non interest bearing cash at beginning of year2019-12-31$198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,802,263
Value of net income/loss2019-12-31$3,802,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,931,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,931,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,129,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,129,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,005,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,005,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,454,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,454,196
Interest on participant loans2019-12-31$10,695
Interest on participant loans2019-12-31$10,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$737,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$737,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$524,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$524,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,988,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,988,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$249,872
Contributions received in cash from employer2019-12-31$249,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,220
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GUTTA, SHARFI & CO CPAS INC.
Accountancy firm name2019-12-31GUTTA, SHARFI & CO CPAS INC.
Accountancy firm EIN2019-12-31461234357
Accountancy firm EIN2019-12-31461234357
2018 : DASZKAL BOLTON, LLP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$631,851
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$514,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$491,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,305,632
Value of total assets at end of year2018-12-31$10,129,498
Value of total assets at beginning of year2018-12-31$10,011,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,660
Total interest from all sources2018-12-31$9,833
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$356,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$356,553
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,048,978
Participant contributions at end of year2018-12-31$150,509
Participant contributions at beginning of year2018-12-31$68,239
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$3,650
Other income not declared elsewhere2018-12-31$2,417
Total non interest bearing cash at end of year2018-12-31$198
Total non interest bearing cash at beginning of year2018-12-31$24,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$117,843
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,129,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,011,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,454,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,453,031
Interest on participant loans2018-12-31$5,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$524,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$465,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$465,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,042,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$201,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$487,698
Contract administrator fees2018-12-31$22,660
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUNDY, SHACTER SHULMAN & KAPLAN
Accountancy firm EIN2018-12-31814923659
2017 : DASZKAL BOLTON, LLP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,453,036
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$571,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$558,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,073,457
Value of total assets at end of year2017-12-31$10,011,655
Value of total assets at beginning of year2017-12-31$8,130,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,747
Total interest from all sources2017-12-31$4,716
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$264,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$264,030
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$850,640
Participant contributions at end of year2017-12-31$68,239
Participant contributions at beginning of year2017-12-31$33,393
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$600
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,325
Other income not declared elsewhere2017-12-31$2,221
Total non interest bearing cash at end of year2017-12-31$24,770
Total non interest bearing cash at beginning of year2017-12-31$4,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,881,142
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,011,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,130,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,453,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,614,319
Interest on participant loans2017-12-31$2,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$465,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$477,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$477,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,108,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$183,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$558,147
Contract administrator fees2017-12-31$13,747
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUNDY, SHACTER SHULMAN & KAPLAN
Accountancy firm EIN2017-12-31814923659
2016 : DASZKAL BOLTON, LLP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,469,017
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$198,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$168,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$932,439
Value of total assets at end of year2016-12-31$8,130,513
Value of total assets at beginning of year2016-12-31$6,860,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,601
Total interest from all sources2016-12-31$4,069
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$189,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$189,060
Administrative expenses professional fees incurred2016-12-31$16,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$757,290
Participant contributions at end of year2016-12-31$33,393
Participant contributions at beginning of year2016-12-31$65,839
Participant contributions at end of year2016-12-31$600
Participant contributions at beginning of year2016-12-31$32,045
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,776
Total non interest bearing cash at end of year2016-12-31$4,449
Total non interest bearing cash at beginning of year2016-12-31$10,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,270,253
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,130,513
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,860,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,614,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,297,260
Interest on participant loans2016-12-31$2,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$477,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$447,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$447,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$343,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$162,373
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$6,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$168,163
Contract administrator fees2016-12-31$14,101
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUNDY, SHACTER SHULMAN & KAPLAN
Accountancy firm EIN2016-12-31814923659
2015 : DASZKAL BOLTON, LLP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$729,798
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$299,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$270,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$867,752
Value of total assets at end of year2015-12-31$6,860,260
Value of total assets at beginning of year2015-12-31$6,430,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,511
Total interest from all sources2015-12-31$1,525
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$200,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$200,294
Administrative expenses professional fees incurred2015-12-31$7,994
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$667,414
Participant contributions at end of year2015-12-31$65,839
Participant contributions at beginning of year2015-12-31$93,498
Participant contributions at end of year2015-12-31$32,045
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,238
Total non interest bearing cash at end of year2015-12-31$10,743
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$430,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,860,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,430,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,297,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,606,530
Interest on participant loans2015-12-31$1,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$447,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$720,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-393,377
Net investment gain/loss from pooled separate accounts2015-12-31$53,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$143,100
Employer contributions (assets) at end of year2015-12-31$6,795
Employer contributions (assets) at beginning of year2015-12-31$9,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$270,250
Contract administrator fees2015-12-31$5,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LUNDY, SHACTER SHULMAN & KAPLAN, PA
Accountancy firm EIN2015-12-31650387313
2014 : DASZKAL BOLTON, LLP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,555,863
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$373,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$290,264
Value of total corrective distributions2014-12-31$47,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,410,609
Value of total assets at end of year2014-12-31$6,430,223
Value of total assets at beginning of year2014-12-31$5,247,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,332
Total interest from all sources2014-12-31$13,939
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$567,328
Participant contributions at end of year2014-12-31$93,498
Participant contributions at beginning of year2014-12-31$115,053
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$737,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,182,540
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,430,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,247,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,282
Value of interest in pooled separate accounts at end of year2014-12-31$5,606,530
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,523,026
Interest on participant loans2014-12-31$4,426
Interest earned on other investments2014-12-31$9,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$720,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$604,729
Net investment gain/loss from pooled separate accounts2014-12-31$131,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,998
Employer contributions (assets) at end of year2014-12-31$9,392
Employer contributions (assets) at beginning of year2014-12-31$4,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$290,264
Contract administrator fees2014-12-31$1,050
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LUNDY, SHACTER SHULMAN & KAPLAN, PA
Accountancy firm EIN2014-12-31650387313
2013 : DASZKAL BOLTON, LLP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,387,924
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$411,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$341,872
Value of total corrective distributions2013-12-31$29,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$653,178
Value of total assets at end of year2013-12-31$5,247,683
Value of total assets at beginning of year2013-12-31$4,270,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,024
Total interest from all sources2013-12-31$14,444
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,731
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$507,086
Participant contributions at end of year2013-12-31$115,053
Participant contributions at beginning of year2013-12-31$76,713
Participant contributions at beginning of year2013-12-31$18,485
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$67,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$976,894
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,247,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,270,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,743
Value of interest in pooled separate accounts at end of year2013-12-31$4,523,026
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,591,128
Interest on participant loans2013-12-31$3,953
Interest earned on other investments2013-12-31$10,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$604,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$561,991
Net investment gain/loss from pooled separate accounts2013-12-31$720,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,657
Employer contributions (assets) at end of year2013-12-31$4,875
Employer contributions (assets) at beginning of year2013-12-31$22,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$341,872
Contract administrator fees2013-12-31$1,550
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LUNDY, SHACTER SHULMAN & KAPLAN, PA
Accountancy firm EIN2013-12-31650387313
2012 : DASZKAL BOLTON, LLP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,103,907
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$499,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$470,150
Value of total corrective distributions2012-12-31$2,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$657,395
Value of total assets at end of year2012-12-31$4,270,789
Value of total assets at beginning of year2012-12-31$3,666,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,121
Total interest from all sources2012-12-31$3,378
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$509,003
Participant contributions at end of year2012-12-31$76,713
Participant contributions at beginning of year2012-12-31$62,041
Participant contributions at end of year2012-12-31$18,485
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,754
Other income not declared elsewhere2012-12-31$9,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$604,632
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,270,789
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,666,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,321
Value of interest in pooled separate accounts at end of year2012-12-31$3,591,128
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,077,883
Interest on participant loans2012-12-31$3,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$561,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$522,975
Net investment gain/loss from pooled separate accounts2012-12-31$433,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$115,638
Employer contributions (assets) at end of year2012-12-31$22,472
Employer contributions (assets) at beginning of year2012-12-31$3,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$470,150
Contract administrator fees2012-12-31$1,800
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LUNDY, SHACTER SHULMAN & KAPLAN, PA
Accountancy firm EIN2012-12-31650387313
2011 : DASZKAL BOLTON, LLP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$284,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$703,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$637,400
Value of total corrective distributions2011-12-31$38,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$498,858
Value of total assets at end of year2011-12-31$3,666,157
Value of total assets at beginning of year2011-12-31$4,085,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,783
Total interest from all sources2011-12-31$3,412
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$397,073
Participant contributions at end of year2011-12-31$62,041
Participant contributions at beginning of year2011-12-31$84,193
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,325
Other income not declared elsewhere2011-12-31$9,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-419,254
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,666,157
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,085,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$25,983
Value of interest in pooled separate accounts at end of year2011-12-31$3,077,883
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,583,563
Interest on participant loans2011-12-31$3,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$522,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$417,655
Net investment gain/loss from pooled separate accounts2011-12-31$-228,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$81,460
Employer contributions (assets) at end of year2011-12-31$3,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$637,400
Contract administrator fees2011-12-31$1,800
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LUNDY SHACTER SHULMAN & KAPLAN, PA
Accountancy firm EIN2011-12-31650387313
2010 : DASZKAL BOLTON, LLP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$915,235
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$255,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$200,812
Value of total corrective distributions2010-12-31$30,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$537,570
Value of total assets at end of year2010-12-31$4,085,411
Value of total assets at beginning of year2010-12-31$3,425,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,274
Total interest from all sources2010-12-31$2,683
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$402,289
Participant contributions at end of year2010-12-31$84,193
Participant contributions at beginning of year2010-12-31$26,547
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,806
Other income not declared elsewhere2010-12-31$9,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$659,757
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,085,411
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,425,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,774
Value of interest in pooled separate accounts at end of year2010-12-31$3,583,563
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,033,092
Interest on participant loans2010-12-31$2,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$417,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$366,015
Net investment gain/loss from pooled separate accounts2010-12-31$365,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$64,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$200,812
Contract administrator fees2010-12-31$500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LUNDY SHACTER, PA
Accountancy firm EIN2010-12-31650387313
2009 : DASZKAL BOLTON, LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DASZKAL BOLTON, LLP 401(K) PLAN

2022: DASZKAL BOLTON, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DASZKAL BOLTON, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DASZKAL BOLTON, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DASZKAL BOLTON, LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DASZKAL BOLTON, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DASZKAL BOLTON, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DASZKAL BOLTON, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DASZKAL BOLTON, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DASZKAL BOLTON, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DASZKAL BOLTON, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DASZKAL BOLTON, LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DASZKAL BOLTON, LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DASZKAL BOLTON, LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-07-21
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered110
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered110
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,597
Total amount of fees paid to insurance companyUSD $2,532
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,783
Insurance broker organization code?3
Amount paid for insurance broker fees2532
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker nameAMERICAN PORTFOLIOS FINANCIAL SERVI
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,739
Total amount of fees paid to insurance companyUSD $2,797
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14324
Policy instance 1
Insurance contract or identification number14324
Number of Individuals Covered123
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,473
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,473
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC

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