401k Plan data: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN plan

DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 401k Plan overview

Plan Name	DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN
Plan identification number	001

DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

DAVID G. TERRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID G. TERRY, P.C.

Employer identification number (EIN): 930906704

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about DAVID G. TERRY, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1985-12-24

Company Identification Number: 1583780

Legal Registered Office Address: 1228 SE DOUGLAS AVE

ROSEBURG
United States of America (USA)
97470

More information about DAVID G. TERRY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID G. TERRY
001 2016-01-01 DAVID G. TERRY
001 2015-01-01 DAVID G. TERRY
001 2014-01-01 DAVID G. TERRY
001 2013-01-01 DAVID G. TERRY
001 2012-01-01 DAVID G. TERRY
001 2011-01-01 DAVID G. TERRY
001 2009-01-01 DAVID G. TERRY

Plan Statistics for DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN

401k plan membership statisitcs for DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN

Measure Date Value
2022: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2022: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN

Measure	Date	Value
2022 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$500
Total plan liabilities at beginning of year	2022-12-31	$5,170
Total income from all sources	2022-12-31	$43,552
Total plan assets at end of year	2022-12-31	$668,166
Total plan assets at beginning of year	2022-12-31	$629,284
Value of fidelity bond covering the plan	2022-12-31	$410,000
Other income received	2022-12-31	$40,541
Net income (gross income less expenses)	2022-12-31	$43,552
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$667,666
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$624,114
Assets. Value of participant loans	2022-12-31	$100,000
Assets. Value of real-estate (other than employer real property)	2022-12-31	$408,528
Total contributions received or receivable from employer(s)	2022-12-31	$3,011
2021 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$5,170
Total plan liabilities at beginning of year	2021-12-31	$4,206
Total income from all sources	2021-12-31	$74,660
Total plan assets at end of year	2021-12-31	$629,284
Total plan assets at beginning of year	2021-12-31	$553,660
Value of fidelity bond covering the plan	2021-12-31	$360,000
Other income received	2021-12-31	$71,386
Net income (gross income less expenses)	2021-12-31	$74,660
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$624,114
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$549,454
Assets. Value of real-estate (other than employer real property)	2021-12-31	$343,229
Total contributions received or receivable from employer(s)	2021-12-31	$3,274
2020 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$4,206
Total plan liabilities at beginning of year	2020-12-31	$650
Total income from all sources	2020-12-31	$47,928
Total plan assets at end of year	2020-12-31	$553,660
Total plan assets at beginning of year	2020-12-31	$502,176
Value of fidelity bond covering the plan	2020-12-31	$320,000
Other income received	2020-12-31	$44,495
Net income (gross income less expenses)	2020-12-31	$47,928
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$549,454
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$501,526
Assets. Value of real-estate (other than employer real property)	2020-12-31	$310,553
Total contributions received or receivable from employer(s)	2020-12-31	$3,433
2019 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$650
Total plan liabilities at beginning of year	2019-12-31	$500
Total income from all sources	2019-12-31	$51,359
Total plan assets at end of year	2019-12-31	$502,176
Total plan assets at beginning of year	2019-12-31	$450,667
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$47,020
Net income (gross income less expenses)	2019-12-31	$51,359
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$501,526
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$450,167
Assets. Value of real-estate (other than employer real property)	2019-12-31	$290,374
Total contributions received or receivable from employer(s)	2019-12-31	$4,339
2018 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$500
Total plan liabilities at beginning of year	2018-12-31	$500
Total income from all sources	2018-12-31	$34,746
Total plan assets at end of year	2018-12-31	$450,667
Total plan assets at beginning of year	2018-12-31	$415,921
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$29,675
Net income (gross income less expenses)	2018-12-31	$34,746
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$450,167
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$415,421
Assets. Value of real-estate (other than employer real property)	2018-12-31	$276,562
Total contributions received or receivable from employer(s)	2018-12-31	$5,071
2017 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$500
Total plan liabilities at beginning of year	2017-12-31	$500
Total income from all sources	2017-12-31	$36,452
Total plan assets at end of year	2017-12-31	$415,921
Total plan assets at beginning of year	2017-12-31	$379,469
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$32,099
Net income (gross income less expenses)	2017-12-31	$36,452
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$415,421
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$378,969
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$253,494
Total contributions received or receivable from employer(s)	2017-12-31	$4,353
2016 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$500
Total plan liabilities at beginning of year	2016-12-31	$500
Total income from all sources	2016-12-31	$33,169
Total plan assets at end of year	2016-12-31	$379,469
Total plan assets at beginning of year	2016-12-31	$346,300
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$28,386
Net income (gross income less expenses)	2016-12-31	$33,169
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$378,969
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$345,800
Assets. Value of participant loans	2016-12-31	$9,930
Assets. Value of real-estate (other than employer real property)	2016-12-31	$239,647
Total contributions received or receivable from employer(s)	2016-12-31	$4,783
2015 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$500
Total income from all sources	2015-12-31	$-4,003
Expenses. Total of all expenses incurred	2015-12-31	$3,694
Benefits paid (including direct rollovers)	2015-12-31	$3,694
Total plan assets at end of year	2015-12-31	$346,300
Total plan assets at beginning of year	2015-12-31	$353,497
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-9,914
Net income (gross income less expenses)	2015-12-31	$-7,697
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$345,800
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$353,497
Assets. Value of participant loans	2015-12-31	$25,786
Assets. Value of real-estate (other than employer real property)	2015-12-31	$224,362
Total contributions received or receivable from employer(s)	2015-12-31	$5,911
2014 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$44,899
Total plan assets at end of year	2014-12-31	$353,497
Total plan assets at beginning of year	2014-12-31	$308,598
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$41,309
Net income (gross income less expenses)	2014-12-31	$44,899
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$353,497
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$308,598
Assets. Value of participant loans	2014-12-31	$40,926
Assets. Value of real-estate (other than employer real property)	2014-12-31	$234,015
Total contributions received or receivable from employer(s)	2014-12-31	$3,590
2013 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$9,856
Total plan assets at end of year	2013-12-31	$308,598
Total plan assets at beginning of year	2013-12-31	$298,742
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$9,856
Net income (gross income less expenses)	2013-12-31	$9,856
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$308,598
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$298,742
Assets. Value of participant loans	2013-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$200,780
2012 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-14,891
Total plan assets at end of year	2012-12-31	$298,742
Total plan assets at beginning of year	2012-12-31	$313,633
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$-21,873
Net income (gross income less expenses)	2012-12-31	$-14,891
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$298,742
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$313,633
Assets. Value of real-estate (other than employer real property)	2012-12-31	$199,627
Total contributions received or receivable from employer(s)	2012-12-31	$6,982
2011 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-35,875
Total plan assets at end of year	2011-12-31	$313,633
Total plan assets at beginning of year	2011-12-31	$349,508
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-35,875
Net income (gross income less expenses)	2011-12-31	$-35,875
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$313,633
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$349,508
Assets. Value of real-estate (other than employer real property)	2011-12-31	$226,303
2010 : DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-14,057
Total plan assets at end of year	2010-12-31	$349,508
Total plan assets at beginning of year	2010-12-31	$363,565
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$-20,645
Net income (gross income less expenses)	2010-12-31	$-14,057
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$349,508
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$363,565
Assets. Value of real-estate (other than employer real property)	2010-12-31	$259,593
Total contributions received or receivable from employer(s)	2010-12-31	$6,588

Form 5500 Responses for DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN

2022: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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 G TERRY PC PROFIT SHARING PROTOTYPE 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
2011: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID G TERRY PC PROFIT SHARING PROTOTYPE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID G. TERRY, P.C.
Employer identification number (EIN):	930906704
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1985-12-24
Company Identification Number:	1583780
Legal Registered Office Address:	1228 SE DOUGLAS AVE ROSEBURG United States of America (USA) 97470