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DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 401k Plan overview

Plan NameDEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN
Plan identification number 001

DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

DEAN DORTON ALLEN FORD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DEAN DORTON ALLEN FORD, PLLC
Employer identification number (EIN):273858252
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about DEAN DORTON ALLEN FORD, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-02-17
Company Identification Number: 0802654577
Legal Registered Office Address: 250 W MAIN ST STE 1400

LEXINGTON
United States of America (USA)
40507

More information about DEAN DORTON ALLEN FORD, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID BUNDY2023-10-13
0012021-01-01DAVID BUNDY2022-10-07
0012020-01-01DAVID BUNDY2021-10-11
0012019-01-01DAVID BUNDY2020-10-15
0012018-01-01DAVID BUNDY2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DOUGLAS P. DEAN
0012011-01-01RICHARD O. DORTON

Plan Statistics for DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN

401k plan membership statisitcs for DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN

Measure Date Value
2022: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01359
Total number of active participants reported on line 7a of the Form 55002022-01-01335
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01409
Total participants2022-01-01409
Number of participants with account balances2022-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01326
Total number of active participants reported on line 7a of the Form 55002021-01-01291
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01359
Number of participants with account balances2021-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01339
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01326
Total participants2020-01-01326
Number of participants with account balances2020-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01321
Total number of active participants reported on line 7a of the Form 55002019-01-01251
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01339
Number of participants with account balances2019-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01321
Number of participants with account balances2018-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01292
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01238
Number of participants with account balances2016-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01237
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01208
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01210
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01217
Total participants2012-01-01217
Number of participants with account balances2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01181
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01202
Total participants2011-01-01202
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120

Financial Data on DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN

Measure Date Value
2022 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,225
Total income from all sources (including contributions)2022-12-31$458,715
Total of all expenses incurred2022-12-31$2,658,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,594,583
Value of total corrective distributions2022-12-31$7,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,728,373
Value of total assets at end of year2022-12-31$34,941,170
Value of total assets at beginning of year2022-12-31$37,148,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,605
Total interest from all sources2022-12-31$17,023
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$893,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$893,530
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,766,874
Participant contributions at end of year2022-12-31$234,777
Participant contributions at beginning of year2022-12-31$332,183
Assets. Other investments not covered elsewhere at end of year2022-12-31$949,457
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,134,137
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$750,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,225
Other income not declared elsewhere2022-12-31$-232,384
Administrative expenses (other) incurred2022-12-31$27,519
Total non interest bearing cash at end of year2022-12-31$1,057
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,200,014
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,941,170
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,141,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,969,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,451,117
Interest on participant loans2022-12-31$13,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$574,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$275,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$275,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,947,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,210,938
Employer contributions (assets) at end of year2022-12-31$1,210,938
Employer contributions (assets) at beginning of year2022-12-31$955,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,594,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRAFTCPAS, LLC
Accountancy firm EIN2022-12-31620713250
2021 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,225
Total income from all sources (including contributions)2021-12-31$10,434,993
Total of all expenses incurred2021-12-31$9,413,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,326,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,185,963
Value of total assets at end of year2021-12-31$37,148,409
Value of total assets at beginning of year2021-12-31$36,119,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,761
Total interest from all sources2021-12-31$18,769
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,301,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,301,213
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,059,707
Participant contributions at end of year2021-12-31$332,183
Participant contributions at beginning of year2021-12-31$371,777
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,134,137
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,228,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$166,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,225
Other income not declared elsewhere2021-12-31$1,505,001
Administrative expenses (other) incurred2021-12-31$25,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,021,205
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,141,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,119,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,451,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,235,518
Interest on participant loans2021-12-31$17,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$275,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$274,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$274,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,424,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$960,167
Employer contributions (assets) at end of year2021-12-31$955,610
Employer contributions (assets) at beginning of year2021-12-31$1,009,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,326,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRAFTCPAS PLLC
Accountancy firm EIN2021-12-31620713250
2020 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,599,899
Total of all expenses incurred2020-12-31$1,002,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$927,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,988,412
Value of total assets at end of year2020-12-31$36,119,979
Value of total assets at beginning of year2020-12-31$31,522,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,332
Total interest from all sources2020-12-31$22,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$393,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$393,779
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,639,819
Participant contributions at end of year2020-12-31$371,777
Participant contributions at beginning of year2020-12-31$315,830
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,228,462
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,457,075
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$339,054
Other income not declared elsewhere2020-12-31$655,076
Administrative expenses (other) incurred2020-12-31$25,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,597,553
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,119,979
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,522,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,235,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,290,443
Interest on participant loans2020-12-31$20,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$274,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$552,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$552,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,540,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,009,539
Employer contributions (assets) at end of year2020-12-31$1,009,539
Employer contributions (assets) at beginning of year2020-12-31$906,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$927,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRAFT CPAS PLLC
Accountancy firm EIN2020-12-31620713250
2019 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,215
Total income from all sources (including contributions)2019-12-31$9,054,444
Total income from all sources (including contributions)2019-12-31$9,054,444
Total of all expenses incurred2019-12-31$2,004,042
Total of all expenses incurred2019-12-31$2,004,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,966,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,966,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,170,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,170,341
Value of total assets at end of year2019-12-31$31,522,426
Value of total assets at end of year2019-12-31$31,522,426
Value of total assets at beginning of year2019-12-31$24,474,239
Value of total assets at beginning of year2019-12-31$24,474,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,427
Total interest from all sources2019-12-31$19,100
Total interest from all sources2019-12-31$19,100
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,042,542
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,042,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,042,542
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,042,542
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,557,065
Contributions received from participants2019-12-31$1,557,065
Participant contributions at end of year2019-12-31$315,830
Participant contributions at end of year2019-12-31$315,830
Participant contributions at beginning of year2019-12-31$339,791
Participant contributions at beginning of year2019-12-31$339,791
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,457,075
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,457,075
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,110,501
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,110,501
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$707,146
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$707,146
Other income not declared elsewhere2019-12-31$1,231,010
Other income not declared elsewhere2019-12-31$1,231,010
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$2,215
Liabilities. Value of operating payables at beginning of year2019-12-31$2,215
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$79
Total non interest bearing cash at beginning of year2019-12-31$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,050,402
Value of net income/loss2019-12-31$7,050,402
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,522,426
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,522,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,472,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,472,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,427
Investment advisory and management fees2019-12-31$37,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,290,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,290,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,335,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,335,014
Interest on participant loans2019-12-31$18,113
Interest on participant loans2019-12-31$18,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$552,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$552,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$691,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$691,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$691,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$691,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,591,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,591,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$906,130
Contributions received in cash from employer2019-12-31$906,130
Employer contributions (assets) at end of year2019-12-31$906,130
Employer contributions (assets) at end of year2019-12-31$906,130
Employer contributions (assets) at beginning of year2019-12-31$997,437
Employer contributions (assets) at beginning of year2019-12-31$997,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,966,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,966,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm name2019-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2019-12-31540504608
Accountancy firm EIN2019-12-31540504608
2018 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,845
Total income from all sources (including contributions)2018-12-31$453,695
Total of all expenses incurred2018-12-31$1,973,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,934,114
Expenses. Certain deemed distributions of participant loans2018-12-31$8,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,321,363
Value of total assets at end of year2018-12-31$24,474,239
Value of total assets at beginning of year2018-12-31$25,994,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,722
Total interest from all sources2018-12-31$20,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,274,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,274,471
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,246,350
Participant contributions at end of year2018-12-31$339,791
Participant contributions at beginning of year2018-12-31$308,419
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,110,501
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,805,522
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,217
Other income not declared elsewhere2018-12-31$-730,424
Liabilities. Value of operating payables at end of year2018-12-31$2,215
Liabilities. Value of operating payables at beginning of year2018-12-31$2,845
Total non interest bearing cash at end of year2018-12-31$79
Total non interest bearing cash at beginning of year2018-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,520,117
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,472,024
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,992,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,335,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,735,591
Interest on participant loans2018-12-31$16,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$691,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,344,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,344,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,431,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,004,796
Employer contributions (assets) at end of year2018-12-31$997,437
Employer contributions (assets) at beginning of year2018-12-31$801,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,934,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2018-12-31540504608
2017 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,869
Total income from all sources (including contributions)2017-12-31$6,037,608
Total of all expenses incurred2017-12-31$1,514,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,482,977
Expenses. Certain deemed distributions of participant loans2017-12-31$7,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,602,392
Value of total assets at end of year2017-12-31$25,994,986
Value of total assets at beginning of year2017-12-31$21,471,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,548
Total interest from all sources2017-12-31$14,859
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$848,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$848,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,087,860
Participant contributions at end of year2017-12-31$308,419
Participant contributions at beginning of year2017-12-31$200,103
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,805,522
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,060,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$713,349
Other income not declared elsewhere2017-12-31$709,739
Liabilities. Value of operating payables at end of year2017-12-31$2,845
Liabilities. Value of operating payables at beginning of year2017-12-31$2,869
Total non interest bearing cash at end of year2017-12-31$25
Total non interest bearing cash at beginning of year2017-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,523,024
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,992,141
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,469,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,735,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,386,046
Interest on participant loans2017-12-31$11,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,344,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,349,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,349,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,862,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$801,183
Employer contributions (assets) at end of year2017-12-31$801,183
Employer contributions (assets) at beginning of year2017-12-31$475,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,482,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2017-12-31540504608
2016 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,629
Total income from all sources (including contributions)2016-12-31$3,560,213
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,052,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,028,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,761,428
Value of total assets at end of year2016-12-31$21,471,986
Value of total assets at beginning of year2016-12-31$19,964,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,565
Total interest from all sources2016-12-31$6,385
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$537,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$537,172
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,063,508
Participant contributions at end of year2016-12-31$200,103
Participant contributions at beginning of year2016-12-31$125,613
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,060,988
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,564,206
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$222,298
Other income not declared elsewhere2016-12-31$459,116
Liabilities. Value of operating payables at end of year2016-12-31$2,869
Liabilities. Value of operating payables at beginning of year2016-12-31$2,629
Total non interest bearing cash at end of year2016-12-31$150
Total non interest bearing cash at beginning of year2016-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,507,402
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,469,117
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,961,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,386,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,684,777
Interest on participant loans2016-12-31$6,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,349,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$209,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$209,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$796,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$475,622
Employer contributions (assets) at end of year2016-12-31$475,622
Employer contributions (assets) at beginning of year2016-12-31$379,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,028,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$260,427
Aggregate carrying amount (costs) on sale of assets2016-12-31$260,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2016-12-31540504608
2015 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,871
Total income from all sources (including contributions)2015-12-31$1,104,032
Total of all expenses incurred2015-12-31$1,083,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,054,678
Expenses. Certain deemed distributions of participant loans2015-12-31$4,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,188,375
Value of total assets at end of year2015-12-31$19,964,344
Value of total assets at beginning of year2015-12-31$19,944,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,944
Total interest from all sources2015-12-31$5,889
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$770,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$770,451
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$770,866
Participant contributions at end of year2015-12-31$125,613
Participant contributions at beginning of year2015-12-31$127,947
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,564,206
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,826,642
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,614
Other income not declared elsewhere2015-12-31$-301,018
Liabilities. Value of operating payables at end of year2015-12-31$2,629
Liabilities. Value of operating payables at beginning of year2015-12-31$2,871
Total non interest bearing cash at end of year2015-12-31$25
Total non interest bearing cash at beginning of year2015-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$20,387
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,961,715
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,941,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,684,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,331,039
Interest on participant loans2015-12-31$5,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$209,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$318,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$318,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-559,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$379,895
Employer contributions (assets) at end of year2015-12-31$379,895
Employer contributions (assets) at beginning of year2015-12-31$339,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,054,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2015-12-31540504608
2014 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,621
Total income from all sources (including contributions)2014-12-31$3,470,912
Total of all expenses incurred2014-12-31$5,131,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,093,155
Expenses. Certain deemed distributions of participant loans2014-12-31$12,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,375,470
Value of total assets at end of year2014-12-31$19,944,199
Value of total assets at beginning of year2014-12-31$21,604,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,190
Total interest from all sources2014-12-31$14,443
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,039,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$968,490
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$759,364
Participant contributions at end of year2014-12-31$127,947
Participant contributions at beginning of year2014-12-31$194,969
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,826,642
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,304,908
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$276,136
Other income not declared elsewhere2014-12-31$1,368,636
Administrative expenses (other) incurred2014-12-31$26,190
Liabilities. Value of operating payables at end of year2014-12-31$2,871
Liabilities. Value of operating payables at beginning of year2014-12-31$2,621
Total non interest bearing cash at end of year2014-12-31$125
Total non interest bearing cash at beginning of year2014-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,661,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,941,328
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,602,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,331,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,379,818
Interest on participant loans2014-12-31$7,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$318,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,423,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,423,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-326,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$339,970
Employer contributions (assets) at end of year2014-12-31$339,970
Employer contributions (assets) at beginning of year2014-12-31$301,932
Income. Dividends from common stock2014-12-31$70,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,093,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2014-12-31540504608
2013 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,909
Total income from all sources (including contributions)2013-12-31$4,893,209
Total of all expenses incurred2013-12-31$933,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$885,993
Expenses. Certain deemed distributions of participant loans2013-12-31$2,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,116,542
Value of total assets at end of year2013-12-31$21,604,984
Value of total assets at beginning of year2013-12-31$17,644,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,037
Total interest from all sources2013-12-31$8,327
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$761,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$652,276
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$777,345
Participant contributions at end of year2013-12-31$194,969
Participant contributions at beginning of year2013-12-31$183,786
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,304,908
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,022,992
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,265
Other income not declared elsewhere2013-12-31$1,093,691
Administrative expenses (other) incurred2013-12-31$45,037
Liabilities. Value of operating payables at end of year2013-12-31$2,621
Liabilities. Value of operating payables at beginning of year2013-12-31$1,909
Total non interest bearing cash at end of year2013-12-31$75
Total non interest bearing cash at beginning of year2013-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,959,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,602,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,642,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,379,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,463,824
Interest on participant loans2013-12-31$7,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,423,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$602,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$602,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,913,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$301,932
Employer contributions (assets) at end of year2013-12-31$301,932
Employer contributions (assets) at beginning of year2013-12-31$371,674
Income. Dividends from common stock2013-12-31$108,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$885,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN2013-12-31540504608
2012 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,794
Total income from all sources (including contributions)2012-12-31$3,217,431
Total of all expenses incurred2012-12-31$765,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,906
Expenses. Certain deemed distributions of participant loans2012-12-31$5,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,300,270
Value of total assets at end of year2012-12-31$17,644,892
Value of total assets at beginning of year2012-12-31$15,193,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,590
Total interest from all sources2012-12-31$9,867
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$493,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$380,087
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$713,436
Participant contributions at end of year2012-12-31$183,786
Participant contributions at beginning of year2012-12-31$209,905
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,022,992
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,271,671
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$215,160
Other income not declared elsewhere2012-12-31$515,476
Administrative expenses (other) incurred2012-12-31$40,590
Liabilities. Value of operating payables at end of year2012-12-31$1,909
Liabilities. Value of operating payables at beginning of year2012-12-31$1,794
Total non interest bearing cash at end of year2012-12-31$125
Total non interest bearing cash at beginning of year2012-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,451,456
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,642,983
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,191,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,463,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,096,738
Interest on participant loans2012-12-31$8,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$602,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$893,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$893,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$898,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$371,674
Employer contributions (assets) at end of year2012-12-31$371,674
Employer contributions (assets) at beginning of year2012-12-31$721,529
Income. Dividends from common stock2012-12-31$113,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2012-12-31540504608
2011 : DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$2,895,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,863
Total income from all sources (including contributions)2011-12-31$1,349,419
Total of all expenses incurred2011-12-31$2,341,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,298,168
Expenses. Certain deemed distributions of participant loans2011-12-31$3,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,558,829
Value of total assets at end of year2011-12-31$15,193,321
Value of total assets at beginning of year2011-12-31$13,290,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,035
Total interest from all sources2011-12-31$10,605
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$155,187
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$726,892
Participant contributions at end of year2011-12-31$209,905
Participant contributions at beginning of year2011-12-31$148,582
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,271,671
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,526,628
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$110,408
Other income not declared elsewhere2011-12-31$-38,863
Administrative expenses (other) incurred2011-12-31$40,035
Liabilities. Value of operating payables at end of year2011-12-31$1,794
Liabilities. Value of operating payables at beginning of year2011-12-31$1,863
Total non interest bearing cash at end of year2011-12-31$150
Total non interest bearing cash at beginning of year2011-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-991,979
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,191,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,288,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,096,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,767,258
Interest on participant loans2011-12-31$7,444
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$309,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$893,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-433,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$721,529
Employer contributions (assets) at end of year2011-12-31$721,529
Employer contributions (assets) at beginning of year2011-12-31$537,733
Income. Dividends from common stock2011-12-31$96,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,298,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2011-12-31540504608

Form 5500 Responses for DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN

2022: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35876
Policy instance 1
Insurance contract or identification number35876
Number of Individuals Covered1
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMARTIN C. NIEHAUS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35876
Policy instance 1
Insurance contract or identification number35876
Number of Individuals Covered1
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $124
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees124
Additional information about fees paid to insurance brokerPERSIISTENCY FEE & OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMARTIN C. NIEHAUS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35876
Policy instance 1
Insurance contract or identification number35876
Number of Individuals Covered1
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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