DANIELS & ERICKSON, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIELS & ERICKSON 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: DANIELS & ERICKSON 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 37 |
| Number of participants with account balances | 2022-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: DANIELS & ERICKSON 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 34 |
| Number of participants with account balances | 2021-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: DANIELS & ERICKSON 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 36 |
| Number of participants with account balances | 2020-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DANIELS & ERICKSON 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 | $-1,789,253 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $642,791 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $632,175 |
| Total plan assets at end of year | 2022-12-31 | $9,333,756 |
| Total plan assets at beginning of year | 2022-12-31 | $11,765,800 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $354,178 |
| 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 | $-2,262,266 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,432,044 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,333,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,765,800 |
| Assets. Value of participant loans | 2022-12-31 | $2,901 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $118,835 |
| 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 | $10,616 |
| 2021 : DANIELS & ERICKSON 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 | $1,881,555 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $533,246 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $525,137 |
| Total plan assets at end of year | 2021-12-31 | $11,765,800 |
| Total plan assets at beginning of year | 2021-12-31 | $10,417,491 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $452,600 |
| 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 | $52,257 |
| Other income received | 2021-12-31 | $1,194,850 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,348,309 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,765,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,417,491 |
| Assets. Value of participant loans | 2021-12-31 | $7,269 |
| 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 | $181,848 |
| 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 | $8,109 |
| 2020 : DANIELS & ERICKSON 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 | $1,073,383 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $38,471 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $9,000 |
| Total plan assets at end of year | 2020-12-31 | $10,417,491 |
| Total plan assets at beginning of year | 2020-12-31 | $9,382,579 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $413,007 |
| 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 | $506,211 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,034,912 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,417,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,382,579 |
| Assets. Value of participant loans | 2020-12-31 | $11,780 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $154,165 |
| 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 | $29,471 |
