401k Plan data: DALE E. ANSTINE, PC RETIREMENT PLAN plan

DALE E. ANSTINE, PC RETIREMENT PLAN 401k Plan overview

Plan Name	DALE E. ANSTINE, PC RETIREMENT PLAN
Plan identification number	001

DALE E. ANSTINE, PC RETIREMENT 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 E. ANSTINE, PC has sponsored the creation of one or more 401k plans.

Company Name: DALE E. ANSTINE, PC

Employer identification number (EIN): 232182796

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE E. ANSTINE, PC RETIREMENT 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
001 2016-01-01 GREGORY E. MARTIN GREGORY E. MARTIN 2017-02-06
001 2015-01-01 DALE E. ANSTINE DALE E. ANSTINE 2016-02-12
001 2014-01-01 DALE E. ANSTINE DALE E. ANSTINE 2015-02-04
001 2013-01-01 DALE E. ANSTINE DALE E. ANSTINE 2014-01-22
001 2012-01-01 DALE E. ANSTINE DALE E. ANSTINE 2013-02-05
001 2011-01-01 DALE E. ANSTINE DALE E. ANSTINE 2012-01-17
001 2009-01-01 DALE E. ANSTINE DALE E. ANSTINE 2010-06-04

Plan id#	Filing Submission Date	Name of Administrator	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
001	2016-01-01	GREGORY E. MARTIN	GREGORY E. MARTIN	2017-02-06
001	2015-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2016-02-12
001	2014-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2015-02-04
001	2013-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2014-01-22
001	2012-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2013-02-05
001	2011-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2012-01-17
001	2009-01-01	DALE E. ANSTINE	DALE E. ANSTINE	2010-06-04

Plan Statistics for DALE E. ANSTINE, PC RETIREMENT PLAN

401k plan membership statisitcs for DALE E. ANSTINE, PC RETIREMENT PLAN

Measure Date Value
2016: DALE E. ANSTINE, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 3
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DALE E. ANSTINE, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 4
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DALE E. ANSTINE, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DALE E. ANSTINE, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 13
2012: DALE E. ANSTINE, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DALE E. ANSTINE, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 3
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DALE E. ANSTINE, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 2
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: DALE E. ANSTINE, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	3
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DALE E. ANSTINE, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	4
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DALE E. ANSTINE, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DALE E. ANSTINE, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	13
2012: DALE E. ANSTINE, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DALE E. ANSTINE, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	3
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DALE E. ANSTINE, PC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	2
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on DALE E. ANSTINE, PC RETIREMENT PLAN

Measure	Date	Value
2016 : DALE E. ANSTINE, PC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$595,576
Expenses. Total of all expenses incurred	2016-12-31	$258,960
Benefits paid (including direct rollovers)	2016-12-31	$210,428
Total plan assets at end of year	2016-12-31	$6,445,004
Total plan assets at beginning of year	2016-12-31	$6,108,388
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$595,576
Net income (gross income less expenses)	2016-12-31	$336,616
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,445,004
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,108,388
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$48,532
2015 : DALE E. ANSTINE, PC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-74,737
Expenses. Total of all expenses incurred	2015-12-31	$428,462
Benefits paid (including direct rollovers)	2015-12-31	$378,900
Total plan assets at end of year	2015-12-31	$6,108,388
Total plan assets at beginning of year	2015-12-31	$6,611,587
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-186,737
Net income (gross income less expenses)	2015-12-31	$-503,199
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,108,388
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,611,587
Total contributions received or receivable from employer(s)	2015-12-31	$112,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$49,562
2014 : DALE E. ANSTINE, PC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$484,267
Expenses. Total of all expenses incurred	2014-12-31	$999,465
Benefits paid (including direct rollovers)	2014-12-31	$950,256
Total plan assets at end of year	2014-12-31	$6,611,587
Total plan assets at beginning of year	2014-12-31	$7,126,785
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$484,267
Net income (gross income less expenses)	2014-12-31	$-515,198
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,611,587
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,126,785
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$49,209
2013 : DALE E. ANSTINE, PC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,375,783
Expenses. Total of all expenses incurred	2013-12-31	$235,626
Benefits paid (including direct rollovers)	2013-12-31	$193,056
Total plan assets at end of year	2013-12-31	$7,126,785
Total plan assets at beginning of year	2013-12-31	$5,986,628
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,375,783
Net income (gross income less expenses)	2013-12-31	$1,140,157
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,126,785
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,986,628
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$42,570
2012 : DALE E. ANSTINE, PC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$708,597
Expenses. Total of all expenses incurred	2012-12-31	$838,779
Benefits paid (including direct rollovers)	2012-12-31	$797,026
Total plan assets at end of year	2012-12-31	$5,986,628
Total plan assets at beginning of year	2012-12-31	$6,116,810
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$708,597
Net income (gross income less expenses)	2012-12-31	$-130,182
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,986,628
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,116,810
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$41,753
2011 : DALE E. ANSTINE, PC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-53,967
Expenses. Total of all expenses incurred	2011-12-31	$978,934
Benefits paid (including direct rollovers)	2011-12-31	$935,903
Total plan assets at end of year	2011-12-31	$6,116,810
Total plan assets at beginning of year	2011-12-31	$7,149,711
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-53,967
Net income (gross income less expenses)	2011-12-31	$-1,032,901
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,116,810
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,149,711
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$43,031
2010 : DALE E. ANSTINE, PC RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$836,511
Expenses. Total of all expenses incurred	2010-12-31	$60,269
Benefits paid (including direct rollovers)	2010-12-31	$17,600
Total plan assets at end of year	2010-12-31	$7,149,711
Total plan assets at beginning of year	2010-12-31	$6,373,469
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$836,511
Net income (gross income less expenses)	2010-12-31	$776,242
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,149,711
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,373,469
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$42,669

Form 5500 Responses for DALE E. ANSTINE, PC RETIREMENT PLAN

2016: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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: DALE E. ANSTINE, PC RETIREMENT 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:	DALE E. ANSTINE, PC
Employer identification number (EIN):	232182796
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers