401k Plan data: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN plan

DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN
Plan identification number	001

DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DALE K. BARKER COMPANY,P.C., C.P.A has sponsored the creation of one or more 401k plans.

Company Name: DALE K. BARKER COMPANY,P.C., C.P.A

Employer identification number (EIN): 870376140

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-11-01 DALE K BARKER 2022-07-15 DALE K BARKER 2022-07-15
001 2019-11-01 DALE K BARKER 2021-07-16 DALE K BARKER 2021-07-16
001 2018-11-01 DALE K BARKER 2020-07-13 DALE K BARKER 2020-07-13
001 2017-11-01 DALE K BARKER 2019-07-12 DALE K BARKER 2019-07-12
001 2016-11-01 DALE K BARKER 2018-07-09 DALE K BARKER 2018-07-09
001 2015-11-01 DALE K BARKER DALE K BARKER 2017-11-17
001 2014-11-01 DALE K. BARKER, JR., CPA
001 2013-11-01 DALE K. BARKER, JR., CPA
001 2011-11-01 DALE K. BARKER 2013-05-03 DALE K. BARKER 2013-05-03
001 2009-11-01 DALE K BARKER 2011-07-14 DALE K BARKER 2011-07-14
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-11-01	DALE K BARKER	2022-07-15	DALE K BARKER	2022-07-15
001	2019-11-01	DALE K BARKER	2021-07-16	DALE K BARKER	2021-07-16
001	2018-11-01	DALE K BARKER	2020-07-13	DALE K BARKER	2020-07-13
001	2017-11-01	DALE K BARKER	2019-07-12	DALE K BARKER	2019-07-12
001	2016-11-01	DALE K BARKER	2018-07-09	DALE K BARKER	2018-07-09
001	2015-11-01	DALE K BARKER		DALE K BARKER	2017-11-17
001	2014-11-01	DALE K. BARKER, JR., CPA
001	2013-11-01	DALE K. BARKER, JR., CPA
001	2011-11-01	DALE K. BARKER	2013-05-03	DALE K. BARKER	2013-05-03
001	2009-11-01	DALE K BARKER	2011-07-14	DALE K BARKER	2011-07-14
001	2008-11-01

Plan Statistics for DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN

Measure Date Value
2015: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 2
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 2
Number of participants with account balances 2015-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 2
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 2
Number of participants with account balances 2014-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 3
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 3
Number of participants with account balances 2013-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2011: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 4
Number of retired or separated participants receiving benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 4
Total participants 2011-11-01 4
2009: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 4
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 4
Number of participants with account balances 2009-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2015: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	2
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	2
Number of participants with account balances	2015-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	2
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	2
Number of participants with account balances	2014-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	3
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	3
Number of participants with account balances	2013-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2011: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	4
Number of retired or separated participants receiving benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	4
Total participants	2011-11-01	4
2009: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	4
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	4
Number of participants with account balances	2009-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN

Measure	Date	Value
2016 : DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$13,049
Expenses. Total of all expenses incurred	2016-10-31	$0
Total plan assets at end of year	2016-10-31	$333,760
Total plan assets at beginning of year	2016-10-31	$320,711
Other income received	2016-10-31	$13,049
Net income (gross income less expenses)	2016-10-31	$13,049
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$333,760
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$320,711
2015 : DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$35,620
Expenses. Total of all expenses incurred	2015-10-31	$60,000
Benefits paid (including direct rollovers)	2015-10-31	$60,000
Total plan assets at end of year	2015-10-31	$320,711
Total plan assets at beginning of year	2015-10-31	$345,091
Other income received	2015-10-31	$35,620
Net income (gross income less expenses)	2015-10-31	$-24,380
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$320,711
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$345,091
2014 : DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$31,150
Total plan assets at end of year	2014-10-31	$345,091
Total plan assets at beginning of year	2014-10-31	$313,941
Other income received	2014-10-31	$31,150
Net income (gross income less expenses)	2014-10-31	$31,150
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$345,091
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$313,941
2012 : DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$31,632
Expenses. Total of all expenses incurred	2012-10-31	$0
Benefits paid (including direct rollovers)	2012-10-31	$0
Total plan assets at end of year	2012-10-31	$279,380
Total plan assets at beginning of year	2012-10-31	$247,748
Total contributions received or receivable from participants	2012-10-31	$0
Expenses. Other expenses not covered elsewhere	2012-10-31	$0
Other income received	2012-10-31	$31,632
Net income (gross income less expenses)	2012-10-31	$31,632
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$279,380
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$247,748
Total contributions received or receivable from employer(s)	2012-10-31	$0
2011 : DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$20,291
Expenses. Total of all expenses incurred	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$247,748
Total plan assets at beginning of year	2011-10-31	$227,457
Total contributions received or receivable from participants	2011-10-31	$0
Other income received	2011-10-31	$20,291
Net income (gross income less expenses)	2011-10-31	$20,291
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$247,748
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$227,457
Total contributions received or receivable from employer(s)	2011-10-31	$0

Form 5500 Responses for DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN

2015: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2011: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: DALE K. BARKER COMPANY, P.C., C.P.A. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	DALE K. BARKER COMPANY,P.C., C.P.A
Employer identification number (EIN):	870376140
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants