DAVIDSON TROILO REAM & GARZA, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIDSON & TROILO, PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : DAVIDSON & TROILO, PC 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,807,603 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $29,685 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $16,200 |
| Total plan assets at end of year | 2023-12-31 | $9,456,204 |
| Total plan assets at beginning of year | 2023-12-31 | $7,678,286 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $494,455 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,230,979 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,777,918 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,456,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,678,286 |
| Assets. Value of participant loans | 2023-12-31 | $83,835 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $82,169 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $13,485 |
| 2022 : DAVIDSON & TROILO, PC 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-985,423 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $195,331 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $192,778 |
| Total plan assets at end of year | 2022-12-31 | $7,678,286 |
| Total plan assets at beginning of year | 2022-12-31 | $8,859,040 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $362,244 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,409,300 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,180,754 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,678,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,859,040 |
| Assets. Value of participant loans | 2022-12-31 | $69,613 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $61,633 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,553 |
| 2021 : DAVIDSON & TROILO, PC 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,498,968 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $776,922 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $776,714 |
| Total plan assets at end of year | 2021-12-31 | $8,859,040 |
| Total plan assets at beginning of year | 2021-12-31 | $8,136,994 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $409,576 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $8,909 |
| Other income received | 2021-12-31 | $1,006,814 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $722,046 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,859,040 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,136,994 |
| Assets. Value of participant loans | 2021-12-31 | $55,952 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $73,669 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $208 |
| 2020 : DAVIDSON & TROILO, PC 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,339,223 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $81,742 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $81,381 |
| Total plan assets at end of year | 2020-12-31 | $8,136,994 |
| Total plan assets at beginning of year | 2020-12-31 | $6,879,513 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $373,222 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $889,429 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,257,481 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,136,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,879,513 |
| Assets. Value of participant loans | 2020-12-31 | $62,717 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $76,572 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $361 |
| 2019 : DAVIDSON & TROILO, PC 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,609,058 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $366,920 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $366,370 |
| Total plan assets at end of year | 2019-12-31 | $6,879,513 |
| Total plan assets at beginning of year | 2019-12-31 | $5,637,375 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $331,381 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $16,388 |
| Other income received | 2019-12-31 | $1,192,693 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,242,138 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,879,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,637,375 |
| Assets. Value of participant loans | 2019-12-31 | $44,024 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $68,596 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $550 |
| 2018 : DAVIDSON & TROILO, PC 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $80,253 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $16,420 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,670 |
| Total plan assets at end of year | 2018-12-31 | $5,637,375 |
| Total plan assets at beginning of year | 2018-12-31 | $5,573,542 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $322,585 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-312,547 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $63,833 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,637,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,573,542 |
| Assets. Value of participant loans | 2018-12-31 | $30,334 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $70,215 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $750 |
| 2017 : DAVIDSON & TROILO, PC 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,044,669 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $218,551 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $218,326 |
| Total plan assets at end of year | 2017-12-31 | $5,573,542 |
| Total plan assets at beginning of year | 2017-12-31 | $4,747,424 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $240,090 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $746,241 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $826,118 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,573,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,747,424 |
| Assets. Value of participant loans | 2017-12-31 | $9,265 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $58,338 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $225 |
| 2016 : DAVIDSON & TROILO, PC 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $663,904 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $104,826 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $104,650 |
| Total plan assets at end of year | 2016-12-31 | $4,747,424 |
| Total plan assets at beginning of year | 2016-12-31 | $4,188,346 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $354,212 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $264,335 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $559,078 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,747,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,188,346 |
| Assets. Value of participant loans | 2016-12-31 | $6,394 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $45,357 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $176 |
| 2015 : DAVIDSON & TROILO, PC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $789,407 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,656 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,656 |
| Total plan assets at end of year | 2015-12-31 | $4,188,346 |
| Total plan assets at beginning of year | 2015-12-31 | $3,417,595 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $136,588 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $716,976 |
| Other income received | 2015-12-31 | $-64,157 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $770,751 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,188,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,417,595 |
| Assets. Value of participant loans | 2015-12-31 | $4,047 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : DAVIDSON & TROILO, PC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $384,272 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,204 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,204 |
| Total plan assets at end of year | 2014-12-31 | $3,417,595 |
| Total plan assets at beginning of year | 2014-12-31 | $3,038,527 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $203,972 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $180,300 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $379,068 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,417,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,038,527 |
| Assets. Value of participant loans | 2014-12-31 | $5,652 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : DAVIDSON & TROILO, PC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $646,496 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $63,589 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $63,188 |
| Total plan assets at end of year | 2013-12-31 | $3,038,527 |
| Total plan assets at beginning of year | 2013-12-31 | $2,455,620 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $200,022 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $446,474 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $582,907 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,038,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,455,620 |
| Assets. Value of participant loans | 2013-12-31 | $9,272 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $401 |
| 2012 : DAVIDSON & TROILO, PC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $348,281 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $117,103 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $116,927 |
| Total plan assets at end of year | 2012-12-31 | $2,455,620 |
| Total plan assets at beginning of year | 2012-12-31 | $2,224,442 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $91,665 |
| Other income received | 2012-12-31 | $256,616 |
| Net income (gross income less expenses) | 2012-12-31 | $231,178 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,455,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,224,442 |
| Assets. Value of participant loans | 2012-12-31 | $9,428 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $176 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DAVIDSON & TROILO, PC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $65,870 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $369,158 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $359,855 |
| Total plan assets at end of year | 2011-12-31 | $2,224,442 |
| Total plan assets at beginning of year | 2011-12-31 | $2,527,730 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $105,599 |
| Other income received | 2011-12-31 | $-39,729 |
| Net income (gross income less expenses) | 2011-12-31 | $-303,288 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,224,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,527,730 |
| Assets. Value of participant loans | 2011-12-31 | $823 |
| Value of corrective distributions | 2011-12-31 | $9,302 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DAVIDSON & TROILO, PC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $391,681 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $166,563 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $149,390 |
| Total plan assets at end of year | 2010-12-31 | $2,527,730 |
| Total plan assets at beginning of year | 2010-12-31 | $2,302,612 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $104,316 |
| Other income received | 2010-12-31 | $287,365 |
| Net income (gross income less expenses) | 2010-12-31 | $225,118 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,527,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,302,612 |
| Assets. Value of participant loans | 2010-12-31 | $1,898 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $17,173 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2023: DAVIDSON & TROILO, PC 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DAVIDSON & TROILO, PC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DAVIDSON & TROILO, PC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DAVIDSON & TROILO, PC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DAVIDSON & TROILO, PC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVIDSON & TROILO, PC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVIDSON & TROILO, PC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVIDSON & TROILO, PC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVIDSON & TROILO, PC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVIDSON & TROILO, PC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVIDSON & TROILO, PC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVIDSON & TROILO, PC 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVIDSON & TROILO, PC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVIDSON & TROILO, PC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
