| Plan Name | DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID K. YOUNG CONSULTING, LLC |
| Employer identification number (EIN): | 201307632 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
Additional information about DAVID K. YOUNG CONSULTING, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2004-07-01 |
| Company Identification Number: | 0800358627 |
| Legal Registered Office Address: |
11118 WURZBACH RD STE 300 SAN ANTONIO United States of America (USA) 78230 |
More information about DAVID K. YOUNG CONSULTING, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID K. YOUNG | 2024-10-15 | ||
| 001 | 2022-01-01 | DAVID K. YOUNG | 2023-10-16 | ||
| 001 | 2021-01-01 | DAVID K. YOUNG | 2022-10-18 | ||
| 001 | 2021-01-01 | DAVID K. YOUNG | 2022-10-17 | ||
| 001 | 2020-01-01 | DAVID K. YOUNG | 2021-10-15 | ||
| 001 | 2019-01-01 | DAVID K. YOUNG | 2020-10-15 | ||
| 001 | 2019-01-01 | DAVID K. YOUNG | 2021-10-15 | ||
| 001 | 2018-01-01 | DAVID K. YOUNG | 2019-10-15 | ||
| 001 | 2017-01-01 | DAVID K. YOUNG | 2018-10-11 | ||
| 001 | 2016-01-01 | DAVID K. YOUNG | 2018-01-31 | ||
| 001 | 2015-01-01 | DAVID K. YOUNG | |||
| 001 | 2014-01-01 | DAVID K. YOUNG | |||
| 001 | 2013-01-01 | DAVID YOUNG | DAVID YOUNG | 2014-10-10 | |
| 001 | 2012-01-01 | DAVID K. YOUNG | DAVID K. YOUNG | 2013-10-11 | |
| 001 | 2011-01-01 | DAVID YOUNG | DAVID YOUNG | 2012-10-05 | |
| 001 | 2009-01-01 | DAVID YOUNG | DAVID YOUNG | 2010-08-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-16 | 1634 |
| Net assets as of the end of the plan year | 2025-10-16 | 445752 |
| Total assets as of the beginning of the plan year | 2025-10-16 | 384612 |
| Value of plan covered by a fidelity bond | 2025-10-16 | 45000 |
| Participant contributions to plan in this plan year | 2025-10-16 | 2700 |
| Value of participant loans at end of plan year | 2025-10-16 | 51426 |
| Other expenses paid from plan in this plan year | 2025-10-16 | 1634 |
| Other income to plan in this plan year | 2025-10-16 | 60074 |
| Plan net income in this plan year | 2025-10-16 | 61140 |
| Net assets as of the end of the plan year | 2025-10-16 | 445752 |
| Net assets as of the beginning of the plan year | 2025-10-16 | 384612 |
| 2024 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 5196 |
| Net assets as of the end of the plan year | 2024-10-15 | 384612 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 327465 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 41000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 3866 |
| Value of participant loans at end of plan year | 2024-10-15 | 13673 |
| Other income to plan in this plan year | 2024-10-15 | 58477 |
| Plan net income in this plan year | 2024-10-15 | 57147 |
| Net assets as of the end of the plan year | 2024-10-15 | 384612 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 327465 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 2161 |
| 2022 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-18 | 309 |
| Net assets as of the end of the plan year | 2022-10-18 | 401312 |
| Total assets as of the beginning of the plan year | 2022-10-18 | 341624 |
| Value of plan covered by a fidelity bond | 2022-10-18 | 35000 |
| Participant contributions to plan in this plan year | 2022-10-18 | 4198 |
| Value of participant loans at end of plan year | 2022-10-18 | 32085 |
| Other income to plan in this plan year | 2022-10-18 | 55799 |
| Plan net income in this plan year | 2022-10-18 | 59688 |
| Net assets as of the end of the plan year | 2022-10-18 | 401312 |
| Net assets as of the beginning of the plan year | 2022-10-18 | 341624 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-18 | 309 |
| 2015 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $13,335 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,818 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,940 |
| Total plan assets at end of year | 2015-12-31 | $297,883 |
| Total plan assets at beginning of year | 2015-12-31 | $289,366 |
| Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $17,197 |
| Other income received | 2015-12-31 | $-3,862 |
| Net income (gross income less expenses) | 2015-12-31 | $8,517 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $297,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $289,366 |
| Assets. Value of participant loans | 2015-12-31 | $3,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,878 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $34,465 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,135 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,485 |
| Total plan assets at end of year | 2014-12-31 | $289,366 |
| Total plan assets at beginning of year | 2014-12-31 | $260,036 |
| Value of fidelity bond covering the plan | 2014-12-31 | $28,936 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,428 |
| Other income received | 2014-12-31 | $14,037 |
| Net income (gross income less expenses) | 2014-12-31 | $29,330 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $289,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $260,036 |
| Assets. Value of participant loans | 2014-12-31 | $4,942 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $135,067 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $27,303 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $27,126 |
| Total plan assets at end of year | 2013-12-31 | $436,654 |
| Total plan assets at beginning of year | 2013-12-31 | $328,890 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $59,475 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $4,465 |
| Other income received | 2013-12-31 | $53,294 |
| Net income (gross income less expenses) | 2013-12-31 | $107,764 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $436,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $328,890 |
| Assets. Value of participant loans | 2013-12-31 | $17,128 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,833 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $2,764 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $177 |
| 2012 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $30,924 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,436 |
| Total plan assets at end of year | 2012-12-31 | $198,190 |
| Total plan assets at beginning of year | 2012-12-31 | $169,702 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $11,339 |
| Other income received | 2012-12-31 | $19,585 |
| Net income (gross income less expenses) | 2012-12-31 | $28,488 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $198,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $169,702 |
| Assets. Value of participant loans | 2012-12-31 | $3,520 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,436 |
| 2011 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $20,154 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,488 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,129 |
| Total plan assets at end of year | 2011-12-31 | $169,702 |
| Total plan assets at beginning of year | 2011-12-31 | $153,036 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $10,600 |
| Other income received | 2011-12-31 | $-3,558 |
| Net income (gross income less expenses) | 2011-12-31 | $16,666 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $169,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $153,036 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,112 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,359 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DAVID K. YOUNG CONSULTING, LLC 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $42,693 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,273 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $196 |
| Total plan assets at end of year | 2010-12-31 | $153,036 |
| Total plan assets at beginning of year | 2010-12-31 | $111,616 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $193 |
| Other income received | 2010-12-31 | $16,407 |
| Net income (gross income less expenses) | 2010-12-31 | $41,420 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $153,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $111,616 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,093 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,077 |
| 2015: DAVID K. YOUNG CONSULTING, LLC 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID K. YOUNG CONSULTING, LLC 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID K. YOUNG CONSULTING, LLC 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 – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: DAVID K. YOUNG CONSULTING, LLC 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: DAVID K. YOUNG CONSULTING, LLC 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: DAVID K. YOUNG CONSULTING, LLC 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |