401k Plan data: DPFG 401K PLAN plan

DPFG 401K PLAN 401k Plan overview

Plan Name	DPFG 401K PLAN
Plan identification number	001

DPFG 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DEVELOPMENT PLANNING AND FINANCING GROUP, INC. has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DPFG 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOYCE HE 2024-05-24
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 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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOYCE HE	2024-05-24
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	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

Plan Statistics for DPFG 401K PLAN

401k plan membership statisitcs for DPFG 401K PLAN

Measure Date Value
2024: DPFG 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-24 63
Total number of particpants at end of year 2024-05-24 62
Number of Participants With Account Balances 2024-05-24 62
2022: DPFG 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-21 56
Total number of particpants at end of year 2022-06-21 60
Number of Participants With Account Balances 2022-06-21 60
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
2024: DPFG 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-24	63
Total number of particpants at end of year	2024-05-24	62
Number of Participants With Account Balances	2024-05-24	62
2022: DPFG 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-21	56
Total number of particpants at end of year	2022-06-21	60
Number of Participants With Account Balances	2022-06-21	60
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

Financial Data on DPFG 401K PLAN

Measure	Date	Value
2024 : DPFG 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-24	0
Total liabilities as of the end of the plan year	2024-05-24	0
Total liabilities as of the beginning of the plan year	2024-05-24	0
Total expenses incurred by plan in this plan year	2024-05-24	17240
Net assets as of the end of the plan year	2024-05-24	5770203
Total assets as of the beginning of the plan year	2024-05-24	4066776
Participant contributions to plan in this plan year	2024-05-24	406516
Value of participant loans at end of plan year	2024-05-24	18857
Other expenses paid from plan in this plan year	2024-05-24	0
Other contributions to plan in this plan year	2024-05-24	14022
Other income to plan in this plan year	2024-05-24	869892
Plan net income in this plan year	2024-05-24	1703427
Net assets as of the end of the plan year	2024-05-24	5770203
Net assets as of the beginning of the plan year	2024-05-24	4066776
Employer contributions to plan in this plan year	2024-05-24	430237
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-24	851
2022 : DPFG 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-21	0
Total liabilities as of the end of the plan year	2022-06-21	0
Total liabilities as of the beginning of the plan year	2022-06-21	0
Total expenses incurred by plan in this plan year	2022-06-21	156477
Net assets as of the end of the plan year	2022-06-21	4222078
Total assets as of the beginning of the plan year	2022-06-21	3106069
Participant contributions to plan in this plan year	2022-06-21	323339
Value of participant loans at end of plan year	2022-06-21	18613
Other expenses paid from plan in this plan year	2022-06-21	0
Other contributions to plan in this plan year	2022-06-21	0
Other income to plan in this plan year	2022-06-21	564285
Plan net income in this plan year	2022-06-21	1116009
Net assets as of the end of the plan year	2022-06-21	4222078
Net assets as of the beginning of the plan year	2022-06-21	3106069
Employer contributions to plan in this plan year	2022-06-21	384862
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-21	509
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

Form 5500 Responses for DPFG 401K PLAN

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

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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