RILEY & DUNLAP PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-08 | 6 |
| Total number of particpants at end of year | 2025-10-08 | 6 |
| Number of Participants With Account Balances | 2025-10-08 | 6 |
| 2024: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-15 | 6 |
| Total number of particpants at end of year | 2024-10-15 | 6 |
| Number of Participants With Account Balances | 2024-10-15 | 6 |
| 2022: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-06 | 6 |
| Total number of particpants at end of year | 2022-10-06 | 6 |
| Number of Participants With Account Balances | 2022-10-06 | 6 |
| 2016: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-08 | 35000 |
| Net assets as of the end of the plan year | 2025-10-08 | 3192438 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 2679040 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 275000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 52805 |
| Value of participant loans at end of plan year | 2025-10-08 | 26154 |
| Other income to plan in this plan year | 2025-10-08 | 463970 |
| Plan net income in this plan year | 2025-10-08 | 513398 |
| Net assets as of the end of the plan year | 2025-10-08 | 3192438 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 2679040 |
| Employer contributions to plan in this plan year | 2025-10-08 | 31623 |
| 2024 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 50000 |
| Net assets as of the end of the plan year | 2024-10-15 | 2679040 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2159506 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 275000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 73407 |
| Value of participant loans at end of plan year | 2024-10-15 | 51584 |
| Other income to plan in this plan year | 2024-10-15 | 461179 |
| Plan net income in this plan year | 2024-10-15 | 519534 |
| Net assets as of the end of the plan year | 2024-10-15 | 2679040 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2159506 |
| Employer contributions to plan in this plan year | 2024-10-15 | 34948 |
| 2022 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-06 | 120000 |
| Net assets as of the end of the plan year | 2022-10-06 | 2589075 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 2232231 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 53386 |
| Value of participant loans at end of plan year | 2022-10-06 | 31411 |
| Other income to plan in this plan year | 2022-10-06 | 391633 |
| Plan net income in this plan year | 2022-10-06 | 356844 |
| Net assets as of the end of the plan year | 2022-10-06 | 2589075 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 2232231 |
| Employer contributions to plan in this plan year | 2022-10-06 | 31825 |
| 2016 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $110,135 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,219,302 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,219,302 |
| Total plan assets at end of year | 2016-12-31 | $1,258,525 |
| Total plan assets at beginning of year | 2016-12-31 | $2,367,692 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $25,980 |
| Other income received | 2016-12-31 | $47,065 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,109,167 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,258,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,367,692 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $37,090 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $109,900 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,367,692 |
| Total plan assets at beginning of year | 2015-12-31 | $2,257,792 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $49,080 |
| Other income received | 2015-12-31 | $14,689 |
| Net income (gross income less expenses) | 2015-12-31 | $109,900 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,367,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,257,792 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $46,131 |
| 2014 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $233,499 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,257,792 |
| Total plan assets at beginning of year | 2014-12-31 | $2,024,293 |
| Value of fidelity bond covering the plan | 2014-12-31 | $225,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $47,485 |
| Other income received | 2014-12-31 | $135,490 |
| Net income (gross income less expenses) | 2014-12-31 | $233,499 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,257,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,024,293 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $50,524 |
| 2013 : RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $476,638 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,024,293 |
| Total plan assets at beginning of year | 2013-12-31 | $1,547,655 |
| Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,027 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $641 |
| Other income received | 2013-12-31 | $380,082 |
| Net income (gross income less expenses) | 2013-12-31 | $476,638 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,024,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,547,655 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $49,888 |
| 2016: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 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: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 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: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RILEY & DUNLAP PC EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |