FINKE & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Additional information about FINKE & ASSOCIATES, P.C.
Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C.
| Measure | Date | Value |
|---|
| 2025 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-19 | 1491260 |
| Total expenses incurred by plan in this plan year | 2025-09-19 | 82000 |
| Net assets as of the end of the plan year | 2025-09-19 | 1455495 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 1455495 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-19 | 0 |
| Other contributions to plan in this plan year | 2025-09-19 | 0 |
| Other income to plan in this plan year | 2025-09-19 | 0 |
| Plan net income in this plan year | 2025-09-19 | -82000 |
| Net assets as of the end of the plan year | 2025-09-19 | 1455495 |
| Net assets as of the beginning of the plan year | 2025-09-19 | -35765 |
| Employer contributions to plan in this plan year | 2025-09-19 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 0 |
| 2018 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-64,008 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $68,206 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $68,206 |
| Total plan assets at end of year | 2018-12-31 | $1,313,755 |
| Total plan assets at beginning of year | 2018-12-31 | $1,445,969 |
| Value of fidelity bond covering the plan | 2018-12-31 | $185,000 |
| Other income received | 2018-12-31 | $-74,061 |
| Net income (gross income less expenses) | 2018-12-31 | $-132,214 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,313,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,445,969 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,053 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $145,904 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $507,772 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $507,772 |
| Total plan assets at end of year | 2017-12-31 | $1,445,969 |
| Total plan assets at beginning of year | 2017-12-31 | $1,807,837 |
| Value of fidelity bond covering the plan | 2017-12-31 | $18,500 |
| Other income received | 2017-12-31 | $139,152 |
| Net income (gross income less expenses) | 2017-12-31 | $-361,868 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,445,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,807,837 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $6,752 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $207,063 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $54,202 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $54,202 |
| Total plan assets at end of year | 2016-12-31 | $1,807,837 |
| Total plan assets at beginning of year | 2016-12-31 | $1,654,976 |
| Value of fidelity bond covering the plan | 2016-12-31 | $185,000 |
| Other income received | 2016-12-31 | $200,836 |
| Net income (gross income less expenses) | 2016-12-31 | $152,861 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,807,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,654,976 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,227 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-45,660 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $53,015 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $53,015 |
| Total plan assets at end of year | 2015-12-31 | $1,654,976 |
| Total plan assets at beginning of year | 2015-12-31 | $1,753,651 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,800,000 |
| Other income received | 2015-12-31 | $-52,946 |
| Net income (gross income less expenses) | 2015-12-31 | $-98,675 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,654,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,753,651 |
| Assets. Value of participant loans | 2015-12-31 | $15,869 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $7,286 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2014 401k financial data |
|---|
| 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 | $121,471 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $49,451 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $49,451 |
| Total plan assets at end of year | 2014-12-31 | $1,753,651 |
| Total plan assets at beginning of year | 2014-12-31 | $1,681,631 |
| Value of fidelity bond covering the plan | 2014-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| 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 | $93,506 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $72,020 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,753,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,681,631 |
| Assets. Value of participant loans | 2014-12-31 | $20,462 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $27,965 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $227,454 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $42,283 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $42,283 |
| Total plan assets at end of year | 2013-12-31 | $1,681,631 |
| Total plan assets at beginning of year | 2013-12-31 | $1,496,460 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,700,000 |
| Other income received | 2013-12-31 | $219,890 |
| Net income (gross income less expenses) | 2013-12-31 | $185,171 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,681,631 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,496,460 |
| Assets. Value of participant loans | 2013-12-31 | $24,176 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $51,957 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,283 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $42,283 |
| Total plan assets at end of year | 2012-12-31 | $149,646 |
| Total plan assets at beginning of year | 2012-12-31 | $1,370,364 |
| Value of fidelity bond covering the plan | 2012-12-31 | $140,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $47,401 |
| Net income (gross income less expenses) | 2012-12-31 | $9,674 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $149,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,370,364 |
| Assets. Value of participant loans | 2012-12-31 | $21,030 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,556 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $40,969 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $41,778 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $41,778 |
| Total plan assets at end of year | 2011-12-31 | $1,370,364 |
| Total plan assets at beginning of year | 2011-12-31 | $1,393,536 |
| Value of fidelity bond covering the plan | 2011-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $36,249 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-809 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,370,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,393,536 |
| Assets. Value of participant loans | 2011-12-31 | $24,475 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,720 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $693,372 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $69,390 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,393,536 |
| Total plan assets at beginning of year | 2010-12-31 | $527,566 |
| Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $38,830 |
| Net income (gross income less expenses) | 2010-12-31 | $69,390 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,393,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $527,566 |
| Assets. Value of participant loans | 2010-12-31 | $27,595 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,560 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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 |
| 2018: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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 | This return/report is a short plan year return/report (less than 12 months) | 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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 funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEE PROFIT SHARING PLAN OF FINKE & ASSOCIATES, P.C. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
