BELTZ & WEST, P.C. has sponsored the creation of one or more 401k plans.
Additional information about BELTZ & WEST, P.C.
Submission information for form 5500 for 401k plan BELTZ & WEST, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for BELTZ & WEST, P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-7,820 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $23,637 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $23,450 |
| Total plan assets at end of year | 2022-12-31 | $127,388 |
| Total plan assets at beginning of year | 2022-12-31 | $158,845 |
| Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $13,469 |
| Other income received | 2022-12-31 | $-26,981 |
| Net income (gross income less expenses) | 2022-12-31 | $-31,457 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $127,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $158,845 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $5,692 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $187 |
| 2021 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $28,314 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,134 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,442 |
| Total plan assets at end of year | 2021-12-31 | $158,845 |
| Total plan assets at beginning of year | 2021-12-31 | $134,665 |
| Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $14,978 |
| Other income received | 2021-12-31 | $6,868 |
| Net income (gross income less expenses) | 2021-12-31 | $24,180 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $158,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $134,665 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,468 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $692 |
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