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DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 401k Plan overview

Plan NameDAVID L. TRIESCH, CPA, P.C. 401(K) PLAN
Plan identification number 001

DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

DAVID L. TRIESCH, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. TRIESCH, CPA, P.C.
Employer identification number (EIN):742884069
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about DAVID L. TRIESCH, CPA, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-06-29
Company Identification Number: 0092438502
Legal Registered Office Address: 50 TWYNBRIDGE

SAN ANTONIO
United States of America (USA)
78259

More information about DAVID L. TRIESCH, CPA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID TRIESCH2023-10-16 DAVID TRIESCH2023-10-16
0012021-01-01DAVID L. TRIESCH2022-10-10 DAVID L. TRIESCH2022-10-10
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID L. TRIESCH DAVID L. TRIESCH2018-10-04
0012016-01-01DAVID L. TRIESCH DAVID L. TRIESCH2017-10-06
0012015-01-01DAVID L. TRIESCH DAVID L. TRIESCH2016-09-20
0012014-01-01DAVID L. TRIESCH DAVID L. TRIESCH2015-10-02
0012013-01-01DAVID L. TRIESCH DAVID L. TRIESCH2014-09-27
0012012-01-01DAVID L. TRIESCH DAVID L. TRIESCH2013-10-10

Plan Statistics for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

401k plan membership statisitcs for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Measure Date Value
2020: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012

Financial Data on DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

Measure Date Value
2020 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$159,260
Expenses. Total of all expenses incurred2020-12-31$4,522
Total plan assets at end of year2020-12-31$598,841
Total plan assets at beginning of year2020-12-31$444,103
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$29,530
Other income received2020-12-31$121,038
Net income (gross income less expenses)2020-12-31$154,738
Net plan assets at end of year (total assets less liabilities)2020-12-31$598,841
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$444,103
Total contributions received or receivable from employer(s)2020-12-31$8,692
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,522
2019 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$117,443
Expenses. Total of all expenses incurred2019-12-31$3,759
Total plan assets at end of year2019-12-31$444,103
Total plan assets at beginning of year2019-12-31$330,419
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$27,914
Other income received2019-12-31$81,512
Net income (gross income less expenses)2019-12-31$113,684
Net plan assets at end of year (total assets less liabilities)2019-12-31$444,103
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$330,419
Total contributions received or receivable from employer(s)2019-12-31$8,017
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,759
2018 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$11,538
Expenses. Total of all expenses incurred2018-12-31$3,398
Total plan assets at end of year2018-12-31$330,419
Total plan assets at beginning of year2018-12-31$322,279
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$28,196
Other income received2018-12-31$-25,288
Net income (gross income less expenses)2018-12-31$8,140
Net plan assets at end of year (total assets less liabilities)2018-12-31$330,419
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$322,279
Total contributions received or receivable from employer(s)2018-12-31$8,630
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,398
2017 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$80,029
Expenses. Total of all expenses incurred2017-12-31$2,742
Total plan assets at end of year2017-12-31$322,279
Total plan assets at beginning of year2017-12-31$244,992
Value of fidelity bond covering the plan2017-12-31$40,000
Total contributions received or receivable from participants2017-12-31$27,762
Other income received2017-12-31$43,707
Net income (gross income less expenses)2017-12-31$77,287
Net plan assets at end of year (total assets less liabilities)2017-12-31$322,279
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$244,992
Total contributions received or receivable from employer(s)2017-12-31$8,560
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,742
2016 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$52,922
Expenses. Total of all expenses incurred2016-12-31$2,125
Total plan assets at end of year2016-12-31$244,992
Total plan assets at beginning of year2016-12-31$194,195
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$27,858
Other income received2016-12-31$16,713
Net income (gross income less expenses)2016-12-31$50,797
Net plan assets at end of year (total assets less liabilities)2016-12-31$244,992
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$194,195
Total contributions received or receivable from employer(s)2016-12-31$8,351
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,125
2015 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$31,129
Expenses. Total of all expenses incurred2015-12-31$1,746
Total plan assets at end of year2015-12-31$194,195
Total plan assets at beginning of year2015-12-31$164,812
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$27,528
Other income received2015-12-31$-4,542
Net income (gross income less expenses)2015-12-31$29,383
Net plan assets at end of year (total assets less liabilities)2015-12-31$194,195
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$164,812
Total contributions received or receivable from employer(s)2015-12-31$8,143
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,746
2014 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$45,452
Expenses. Total of all expenses incurred2014-12-31$1,298
Total plan assets at end of year2014-12-31$164,812
Total plan assets at beginning of year2014-12-31$120,658
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$26,360
Other income received2014-12-31$11,285
Net income (gross income less expenses)2014-12-31$44,154
Net plan assets at end of year (total assets less liabilities)2014-12-31$164,812
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$120,658
Total contributions received or receivable from employer(s)2014-12-31$7,807
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,298
2013 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$50,416
Expenses. Total of all expenses incurred2013-12-31$798
Total plan assets at end of year2013-12-31$120,658
Total plan assets at beginning of year2013-12-31$71,040
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$26,240
Other income received2013-12-31$16,013
Net income (gross income less expenses)2013-12-31$49,618
Net plan assets at end of year (total assets less liabilities)2013-12-31$120,658
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$71,040
Total contributions received or receivable from employer(s)2013-12-31$8,163
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$798
2012 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$38,262
Expenses. Total of all expenses incurred2012-12-31$516
Total plan assets at end of year2012-12-31$71,040
Total plan assets at beginning of year2012-12-31$33,294
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$25,740
Other income received2012-12-31$4,589
Net income (gross income less expenses)2012-12-31$37,746
Net plan assets at end of year (total assets less liabilities)2012-12-31$71,040
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$33,294
Total contributions received or receivable from employer(s)2012-12-31$7,933
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$516

Form 5500 Responses for DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

2020: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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