DENNIS ALLEN ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DENNIS ALLEN ASSOCIATES 401(K) PLAN
Measure | Date | Value |
---|
2015: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 109 |
Number of participants with account balances | 2015-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 104 |
Number of participants with account balances | 2014-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 74 |
Total participants | 2013-01-01 | 74 |
Number of participants with account balances | 2013-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 58 |
Number of participants with account balances | 2012-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 60 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DENNIS ALLEN ASSOCIATES 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 60 |
Number of participants with account balances | 2009-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : DENNIS ALLEN ASSOCIATES 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 | $363,048 |
Expenses. Total of all expenses incurred | 2015-12-31 | $563,315 |
Benefits paid (including direct rollovers) | 2015-12-31 | $532,453 |
Total plan assets at end of year | 2015-12-31 | $2,128,008 |
Total plan assets at beginning of year | 2015-12-31 | $2,328,275 |
Value of fidelity bond covering the plan | 2015-12-31 | $212,801 |
Total contributions received or receivable from participants | 2015-12-31 | $237,616 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $3,665 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-200,267 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,128,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,328,275 |
Assets. Value of participant loans | 2015-12-31 | $31,732 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $121,767 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $26,517 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,345 |
2014 : DENNIS ALLEN ASSOCIATES 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 | $381,511 |
Expenses. Total of all expenses incurred | 2014-12-31 | $85,108 |
Benefits paid (including direct rollovers) | 2014-12-31 | $84,348 |
Total plan assets at end of year | 2014-12-31 | $2,328,275 |
Total plan assets at beginning of year | 2014-12-31 | $2,031,872 |
Value of fidelity bond covering the plan | 2014-12-31 | $232,823 |
Total contributions received or receivable from participants | 2014-12-31 | $184,284 |
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 | $112,310 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $296,403 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,328,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,031,872 |
Assets. Value of participant loans | 2014-12-31 | $16,717 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $270,975 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $84,917 |
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 | $760 |
2013 : DENNIS ALLEN ASSOCIATES 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 | $367,804 |
Expenses. Total of all expenses incurred | 2013-12-31 | $69,626 |
Benefits paid (including direct rollovers) | 2013-12-31 | $68,002 |
Total plan assets at end of year | 2013-12-31 | $2,031,872 |
Total plan assets at beginning of year | 2013-12-31 | $1,733,694 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $119,440 |
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 | $232,492 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $298,178 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,031,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,733,694 |
Assets. Value of participant loans | 2013-12-31 | $44,490 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $103,205 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,872 |
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 | $1,624 |
2012 : DENNIS ALLEN ASSOCIATES 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $344,674 |
Expenses. Total of all expenses incurred | 2012-12-31 | $164,305 |
Benefits paid (including direct rollovers) | 2012-12-31 | $145,394 |
Total plan assets at end of year | 2012-12-31 | $1,733,694 |
Total plan assets at beginning of year | 2012-12-31 | $1,553,325 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $150,348 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $14,442 |
Other income received | 2012-12-31 | $179,884 |
Net income (gross income less expenses) | 2012-12-31 | $180,369 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,733,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,553,325 |
Assets. Value of participant loans | 2012-12-31 | $42,637 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $94,992 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $3,553 |
Value of corrective distributions | 2012-12-31 | $14,323 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,035 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DENNIS ALLEN ASSOCIATES 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $136,594 |
Expenses. Total of all expenses incurred | 2011-12-31 | $119,897 |
Benefits paid (including direct rollovers) | 2011-12-31 | $118,575 |
Total plan assets at end of year | 2011-12-31 | $1,553,325 |
Total plan assets at beginning of year | 2011-12-31 | $1,536,628 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $134,846 |
Other income received | 2011-12-31 | $-26,148 |
Net income (gross income less expenses) | 2011-12-31 | $16,697 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,553,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,536,628 |
Assets. Value of participant loans | 2011-12-31 | $23,464 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $132,758 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $27,896 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,322 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : DENNIS ALLEN ASSOCIATES 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $397,086 |
Expenses. Total of all expenses incurred | 2010-12-31 | $112,940 |
Benefits paid (including direct rollovers) | 2010-12-31 | $77,026 |
Total plan assets at end of year | 2010-12-31 | $1,536,628 |
Total plan assets at beginning of year | 2010-12-31 | $1,252,482 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $164,128 |
Other income received | 2010-12-31 | $162,940 |
Net income (gross income less expenses) | 2010-12-31 | $284,146 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,536,628 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,252,482 |
Assets. Value of participant loans | 2010-12-31 | $41,093 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $70,018 |
Value of corrective distributions | 2010-12-31 | $32,949 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,965 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : DENNIS ALLEN ASSOCIATES 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: DENNIS ALLEN ASSOCIATES 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: DENNIS ALLEN ASSOCIATES 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: DENNIS ALLEN ASSOCIATES 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: DENNIS ALLEN ASSOCIATES 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DENNIS ALLEN ASSOCIATES 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: DENNIS ALLEN ASSOCIATES 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 |