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Plan Name | DPFG 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DEVELOPMENT PLANNING AND FINANCING GROUP, INC. |
Employer identification number (EIN): | 208150046 |
NAIC Classification: | 531210 |
NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about DEVELOPMENT PLANNING AND FINANCING GROUP, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2013-07-01 |
Company Identification Number: | 0801812744 |
Legal Registered Office Address: |
26840 ALISO VIEJO PKWY STE 110 ALISO VIEJO United States of America (USA) 92656 |
More information about DEVELOPMENT PLANNING AND FINANCING GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JOHN E FOREMAN | 2023-06-20 | JOHN E FOREMAN | 2023-06-20 |
001 | 2021-01-01 | JOYCE HE | 2022-06-21 | JOYCE HE | 2022-06-21 |
001 | 2020-01-01 | JOHN FOREMAN | 2021-06-28 | JOHN FOREMAN | 2021-06-28 |
001 | 2018-01-01 | JOHN FOREMAN | 2019-05-24 | ||
001 | 2017-01-01 | JOHN FOREMAN | 2018-07-20 | JOHN FOREMAN | 2018-07-20 |
001 | 2016-01-01 | JOYCE HE | 2017-06-07 | JOYCE HE | 2017-06-07 |
001 | 2015-01-01 | JOYCE HE | 2016-07-21 | JOYCE HE | 2016-07-21 |
001 | 2014-01-01 | JOYCE HE | JOYCE HE | 2015-08-26 | |
001 | 2013-01-01 | JOYCE HE | |||
001 | 2012-01-01 | JOYCE HE | |||
001 | 2011-01-01 | PING HE | |||
001 | 2009-01-01 | PING HE |
Measure | Date | Value |
---|---|---|
2014: DPFG 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
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 | 6 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DPFG 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
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 | 6 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DPFG 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
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 | 6 |
Total of all active and inactive participants | 2012-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 26 |
Number of participants with account balances | 2012-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DPFG 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
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 | 7 |
Total of all active and inactive participants | 2011-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 27 |
Number of participants with account balances | 2011-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DPFG 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 29 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : DPFG 401K PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $196,462 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,016 |
Total plan assets at end of year | 2014-12-31 | $1,112,851 |
Total plan assets at beginning of year | 2014-12-31 | $917,405 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $124,854 |
Other income received | 2014-12-31 | $71,608 |
Net income (gross income less expenses) | 2014-12-31 | $195,446 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,112,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $917,405 |
Assets. Value of participant loans | 2014-12-31 | $39,407 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,016 |
2013 : DPFG 401K PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $297,434 |
Expenses. Total of all expenses incurred | 2013-12-31 | $34,578 |
Benefits paid (including direct rollovers) | 2013-12-31 | $34,578 |
Total plan assets at end of year | 2013-12-31 | $917,405 |
Total plan assets at beginning of year | 2013-12-31 | $654,549 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Total contributions received or receivable from participants | 2013-12-31 | $118,295 |
Other income received | 2013-12-31 | $179,139 |
Net income (gross income less expenses) | 2013-12-31 | $262,856 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $917,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $654,549 |
Assets. Value of participant loans | 2013-12-31 | $20,636 |
2012 : DPFG 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $204,577 |
Expenses. Total of all expenses incurred | 2012-12-31 | $83,895 |
Benefits paid (including direct rollovers) | 2012-12-31 | $82,970 |
Total plan assets at end of year | 2012-12-31 | $654,549 |
Total plan assets at beginning of year | 2012-12-31 | $533,867 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $136,947 |
Other income received | 2012-12-31 | $67,630 |
Net income (gross income less expenses) | 2012-12-31 | $120,682 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $654,549 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $533,867 |
Assets. Value of participant loans | 2012-12-31 | $190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $925 |
2011 : DPFG 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $155,329 |
Expenses. Total of all expenses incurred | 2011-12-31 | $63,439 |
Benefits paid (including direct rollovers) | 2011-12-31 | $62,399 |
Total plan assets at end of year | 2011-12-31 | $533,867 |
Total plan assets at beginning of year | 2011-12-31 | $441,977 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Total contributions received or receivable from participants | 2011-12-31 | $99,591 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $64,919 |
Other income received | 2011-12-31 | $-9,181 |
Net income (gross income less expenses) | 2011-12-31 | $91,890 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $533,867 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $441,977 |
Assets. Value of participant loans | 2011-12-31 | $899 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
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 | $1,040 |
2010 : DPFG 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $192,982 |
Expenses. Total of all expenses incurred | 2010-12-31 | $22,763 |
Benefits paid (including direct rollovers) | 2010-12-31 | $21,701 |
Total plan assets at end of year | 2010-12-31 | $441,977 |
Total plan assets at beginning of year | 2010-12-31 | $271,758 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Total contributions received or receivable from participants | 2010-12-31 | $100,144 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $37,345 |
Other income received | 2010-12-31 | $55,493 |
Net income (gross income less expenses) | 2010-12-31 | $170,219 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $441,977 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $271,758 |
Assets. Value of participant loans | 2010-12-31 | $149 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
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 | $1,062 |
2014: DPFG 401K 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: DPFG 401K 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: DPFG 401K 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: DPFG 401K 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DPFG 401K 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |