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Plan Name | DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAVID TRIESCH | 2023-10-16 | DAVID TRIESCH | 2023-10-16 |
001 | 2021-01-01 | DAVID L. TRIESCH | 2022-10-10 | DAVID L. TRIESCH | 2022-10-10 |
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2018-10-04 | |
001 | 2016-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2017-10-06 | |
001 | 2015-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2016-09-20 | |
001 | 2014-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2015-10-02 | |
001 | 2013-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2014-09-27 | |
001 | 2012-01-01 | DAVID L. TRIESCH | DAVID L. TRIESCH | 2013-10-10 |
Measure | Date | Value |
---|---|---|
2020: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2020 : DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $159,260 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,522 |
Total plan assets at end of year | 2020-12-31 | $598,841 |
Total plan assets at beginning of year | 2020-12-31 | $444,103 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $29,530 |
Other income received | 2020-12-31 | $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 sources | 2019-12-31 | $117,443 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,759 |
Total plan assets at end of year | 2019-12-31 | $444,103 |
Total plan assets at beginning of year | 2019-12-31 | $330,419 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $27,914 |
Other income received | 2019-12-31 | $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 sources | 2018-12-31 | $11,538 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,398 |
Total plan assets at end of year | 2018-12-31 | $330,419 |
Total plan assets at beginning of year | 2018-12-31 | $322,279 |
Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
Total contributions received or receivable from participants | 2018-12-31 | $28,196 |
Other income received | 2018-12-31 | $-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 sources | 2017-12-31 | $80,029 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,742 |
Total plan assets at end of year | 2017-12-31 | $322,279 |
Total plan assets at beginning of year | 2017-12-31 | $244,992 |
Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
Total contributions received or receivable from participants | 2017-12-31 | $27,762 |
Other income received | 2017-12-31 | $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 sources | 2016-12-31 | $52,922 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,125 |
Total plan assets at end of year | 2016-12-31 | $244,992 |
Total plan assets at beginning of year | 2016-12-31 | $194,195 |
Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,858 |
Other income received | 2016-12-31 | $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 sources | 2015-12-31 | $31,129 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,746 |
Total plan assets at end of year | 2015-12-31 | $194,195 |
Total plan assets at beginning of year | 2015-12-31 | $164,812 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $27,528 |
Other income received | 2015-12-31 | $-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 sources | 2014-12-31 | $45,452 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,298 |
Total plan assets at end of year | 2014-12-31 | $164,812 |
Total plan assets at beginning of year | 2014-12-31 | $120,658 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
Total contributions received or receivable from participants | 2014-12-31 | $26,360 |
Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $50,416 |
Expenses. Total of all expenses incurred | 2013-12-31 | $798 |
Total plan assets at end of year | 2013-12-31 | $120,658 |
Total plan assets at beginning of year | 2013-12-31 | $71,040 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $26,240 |
Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $38,262 |
Expenses. Total of all expenses incurred | 2012-12-31 | $516 |
Total plan assets at end of year | 2012-12-31 | $71,040 |
Total plan assets at beginning of year | 2012-12-31 | $33,294 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $25,740 |
Other income received | 2012-12-31 | $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 |
2020: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |