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Plan Name | FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FRANCIS L. DEAN & ASSOCIATES, LLC |
Employer identification number (EIN): | 261918036 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about FRANCIS L. DEAN & ASSOCIATES, LLC
Jurisdiction of Incorporation: | Alaska Department Commerce, Community & Economic Development |
Incorporation Date: | 2007-05-24 |
Company Identification Number: | 108885 |
Legal Registered Office Address: |
1776 S NAPERVILLE RD, BLDG B, STE 100 WHEATON United States of America (USA) 60189-5833 |
More information about FRANCIS L. DEAN & ASSOCIATES, LLC
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 | STEVEN TREDINNICK | |||
001 | 2016-01-01 | STEVEN TREDINNICK | |||
001 | 2015-01-01 | STEVEN TREDINNICK | |||
001 | 2014-01-01 | STEVEN TREDINNICK | |||
001 | 2013-01-01 | STEVEN TREDINNICK | |||
001 | 2012-01-01 | STEVEN TREDINNICK | |||
001 | 2011-01-01 | JOHN F. DEAN | 2012-02-22 | ||
001 | 2010-01-01 | JOHN F. DEAN | 2011-02-22 | ||
001 | 2009-01-01 | JOHN F. DEAN | |||
001 | 2009-01-01 | JOHN F. DEAN | JOHN F. DEAN | 2010-04-12 | |
001 | 2009-01-01 | JOHN F. DEAN | JOHN F. DEAN | 2010-04-12 |
Measure | Date | Value |
---|---|---|
2022: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
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 | 8 |
Total of all active and inactive participants | 2022-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 43 |
Number of participants with account balances | 2022-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
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 | 8 |
Total of all active and inactive participants | 2021-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 38 |
Number of participants with account balances | 2021-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
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 | 9 |
Total of all active and inactive participants | 2020-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 41 |
Number of participants with account balances | 2020-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
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 | 8 |
Total of all active and inactive participants | 2019-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 30 |
Number of participants with account balances | 2019-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 36 |
Number of participants with account balances | 2018-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 29 |
2016: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 31 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 35 |
Number of participants with account balances | 2016-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 35 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 39 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
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 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 38 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 37 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 40 |
Number of participants with account balances | 2013-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
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 | 5 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2009: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 35 |
Number of participants with account balances | 2009-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,188,845 |
Expenses. Total of all expenses incurred | 2022-12-31 | $335,448 |
Benefits paid (including direct rollovers) | 2022-12-31 | $316,390 |
Total plan assets at end of year | 2022-12-31 | $6,827,492 |
Total plan assets at beginning of year | 2022-12-31 | $8,351,785 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $146,251 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $8,957 |
Other income received | 2022-12-31 | $-1,434,078 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,524,293 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,827,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,351,785 |
Assets. Value of participant loans | 2022-12-31 | $32,923 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $90,025 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,058 |
2021 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,436,039 |
Expenses. Total of all expenses incurred | 2021-12-31 | $130,473 |
Benefits paid (including direct rollovers) | 2021-12-31 | $105,486 |
Total plan assets at end of year | 2021-12-31 | $8,351,785 |
Total plan assets at beginning of year | 2021-12-31 | $7,046,219 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $141,894 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $33,073 |
Other income received | 2021-12-31 | $1,177,932 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,305,566 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,351,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,046,219 |
Assets. Value of participant loans | 2021-12-31 | $53,801 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $83,140 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $6,073 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,914 |
2020 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,069,214 |
Expenses. Total of all expenses incurred | 2020-12-31 | $566,762 |
Benefits paid (including direct rollovers) | 2020-12-31 | $551,288 |
Total plan assets at end of year | 2020-12-31 | $7,046,219 |
Total plan assets at beginning of year | 2020-12-31 | $6,543,767 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $119,016 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $8,073 |
Other income received | 2020-12-31 | $833,402 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $502,452 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,046,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,543,767 |
Assets. Value of participant loans | 2020-12-31 | $44,820 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $108,723 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,474 |
2019 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,649,388 |
Expenses. Total of all expenses incurred | 2019-12-31 | $73,741 |
Benefits paid (including direct rollovers) | 2019-12-31 | $58,898 |
Total plan assets at end of year | 2019-12-31 | $6,543,767 |
Total plan assets at beginning of year | 2019-12-31 | $4,968,120 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $107,061 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,193,663 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,575,647 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,543,767 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,968,120 |
Assets. Value of participant loans | 2019-12-31 | $52,472 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $348,664 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $869 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,974 |
2018 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-238,752 |
Expenses. Total of all expenses incurred | 2018-12-31 | $14,013 |
Benefits paid (including direct rollovers) | 2018-12-31 | $458 |
Total plan assets at end of year | 2018-12-31 | $4,968,120 |
Total plan assets at beginning of year | 2018-12-31 | $5,220,885 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $99,896 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-338,648 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-252,765 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,968,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,220,885 |
Assets. Value of participant loans | 2018-12-31 | $75,112 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,555 |
2017 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $926,088 |
Expenses. Total of all expenses incurred | 2017-12-31 | $47,627 |
Benefits paid (including direct rollovers) | 2017-12-31 | $36,020 |
Total plan assets at end of year | 2017-12-31 | $5,220,885 |
Total plan assets at beginning of year | 2017-12-31 | $4,342,424 |
Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
Total contributions received or receivable from participants | 2017-12-31 | $106,298 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $819,790 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $878,461 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,220,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,342,424 |
Assets. Value of participant loans | 2017-12-31 | $68,098 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,607 |
2016 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $424,498 |
Expenses. Total of all expenses incurred | 2016-12-31 | $22,386 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,635 |
Total plan assets at end of year | 2016-12-31 | $4,342,424 |
Total plan assets at beginning of year | 2016-12-31 | $3,940,312 |
Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
Total contributions received or receivable from participants | 2016-12-31 | $114,126 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $1,742 |
Other income received | 2016-12-31 | $308,630 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $402,112 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,342,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,940,312 |
Assets. Value of participant loans | 2016-12-31 | $107,553 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $16,751 |
2015 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $66,553 |
Expenses. Total of all expenses incurred | 2015-12-31 | $45,285 |
Benefits paid (including direct rollovers) | 2015-12-31 | $44,897 |
Total plan assets at end of year | 2015-12-31 | $3,940,312 |
Total plan assets at beginning of year | 2015-12-31 | $3,919,044 |
Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
Total contributions received or receivable from participants | 2015-12-31 | $90,503 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $8,048 |
Other income received | 2015-12-31 | $-31,998 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $21,268 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,940,312 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,919,044 |
Assets. Value of participant loans | 2015-12-31 | $92,719 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $388 |
2014 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $302,589 |
Expenses. Total of all expenses incurred | 2014-12-31 | $41,635 |
Benefits paid (including direct rollovers) | 2014-12-31 | $41,254 |
Total plan assets at end of year | 2014-12-31 | $3,919,044 |
Total plan assets at beginning of year | 2014-12-31 | $3,658,090 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Total contributions received or receivable from participants | 2014-12-31 | $106,640 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $195,949 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $260,954 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,919,044 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,658,090 |
Assets. Value of participant loans | 2014-12-31 | $61,859 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $381 |
2013 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $696,070 |
Expenses. Total of all expenses incurred | 2013-12-31 | $190,043 |
Benefits paid (including direct rollovers) | 2013-12-31 | $186,692 |
Total plan assets at end of year | 2013-12-31 | $3,658,090 |
Total plan assets at beginning of year | 2013-12-31 | $3,152,063 |
Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
Total contributions received or receivable from participants | 2013-12-31 | $106,026 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $590,044 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $506,027 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,658,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,152,063 |
Assets. Value of participant loans | 2013-12-31 | $76,701 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $2,832 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $519 |
2012 : FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $245,601 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,282 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,713 |
Total plan assets at end of year | 2012-12-31 | $3,152,063 |
Total plan assets at beginning of year | 2012-12-31 | $2,908,744 |
Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
Total contributions received or receivable from participants | 2012-12-31 | $71,088 |
Other income received | 2012-12-31 | $174,513 |
Net income (gross income less expenses) | 2012-12-31 | $243,319 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,152,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,908,744 |
Assets. Value of participant loans | 2012-12-31 | $40,950 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $569 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2022: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 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: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 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: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FRANCIS L. DEAN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |