DOE-ANDERSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN
Measure | Date | Value |
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2022: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 29 |
Total of all active and inactive participants | 2022-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 138 |
Number of participants with account balances | 2022-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 140 |
Number of participants with account balances | 2021-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 17 |
Total of all active and inactive participants | 2020-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 135 |
Number of participants with account balances | 2020-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17 |
Total of all active and inactive participants | 2019-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 136 |
Number of participants with account balances | 2019-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 127 |
Number of participants with account balances | 2018-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2015: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 107 |
Number of participants with account balances | 2015-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 96 |
Number of participants with account balances | 2014-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 85 |
Number of participants with account balances | 2013-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 72 |
Number of participants with account balances | 2012-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 67 |
Number of participants with account balances | 2011-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2009: DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 74 |
Number of participants with account balances | 2009-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2022 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $510 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $299 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,314,908 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,634,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,632,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,085,214 |
Value of total assets at end of year | 2022-12-31 | $10,917,355 |
Value of total assets at beginning of year | 2022-12-31 | $15,866,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,838 |
Total interest from all sources | 2022-12-31 | $626 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $811,464 |
Participant contributions at end of year | 2022-12-31 | $11,736 |
Participant contributions at beginning of year | 2022-12-31 | $18,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $26,276 |
Other income not declared elsewhere | 2022-12-31 | $3,470 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $510 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,948,968 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,916,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,865,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Income. Interest from loans (other than to participants) | 2022-12-31 | $626 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $10,887,081 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $15,814,564 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $18,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $33,168 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $993 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-2,404,218 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $247,474 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,631,229 |
Contract administrator fees | 2022-12-31 | $1,838 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MCM CPA & ADVISORS LLP |
Accountancy firm EIN | 2022-12-31 | 271235638 |
2021 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $299 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $283 |
Total income from all sources (including contributions) | 2021-12-31 | $3,056,989 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,469,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,467,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,148,968 |
Value of total assets at end of year | 2021-12-31 | $15,866,112 |
Value of total assets at beginning of year | 2021-12-31 | $15,278,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,351 |
Total interest from all sources | 2021-12-31 | $998 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $875,776 |
Participant contributions at end of year | 2021-12-31 | $18,380 |
Participant contributions at beginning of year | 2021-12-31 | $26,282 |
Other income not declared elsewhere | 2021-12-31 | $-1,537 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $299 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $283 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $587,727 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,865,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,278,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $998 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $15,814,564 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $15,217,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $33,168 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $34,705 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,605 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $1,908,560 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $273,192 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,466,306 |
Contract administrator fees | 2021-12-31 | $1,351 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCM CPA & ADVISORS LLP |
Accountancy firm EIN | 2021-12-31 | 271235638 |
2020 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $283 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $442 |
Total income from all sources (including contributions) | 2020-12-31 | $2,888,533 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,215,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,213,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $955,349 |
Value of total assets at end of year | 2020-12-31 | $15,278,369 |
Value of total assets at beginning of year | 2020-12-31 | $13,605,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,450 |
Total interest from all sources | 2020-12-31 | $1,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $1,450 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $710,508 |
Participant contributions at end of year | 2020-12-31 | $26,282 |
Participant contributions at beginning of year | 2020-12-31 | $23,945 |
Other income not declared elsewhere | 2020-12-31 | $-1,957 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $283 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,673,362 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,278,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,604,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $1,063 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $15,217,382 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $13,544,006 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $34,705 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $36,662 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,605 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $1,934,078 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $244,841 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,212,116 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MCM CPA & ADVISORS LLP |
Accountancy firm EIN | 2020-12-31 | 271235638 |
2019 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $442 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $426 |
Total income from all sources (including contributions) | 2019-12-31 | $3,398,803 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,247,882 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,246,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $919,151 |
Value of total assets at end of year | 2019-12-31 | $13,605,166 |
Value of total assets at beginning of year | 2019-12-31 | $11,454,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,782 |
Total interest from all sources | 2019-12-31 | $950 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $646,104 |
Participant contributions at end of year | 2019-12-31 | $23,945 |
Participant contributions at beginning of year | 2019-12-31 | $24,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $49,979 |
Other income not declared elsewhere | 2019-12-31 | $-1,390 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $442 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $426 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,150,921 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,604,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,453,803 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $950 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $13,544,006 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $11,391,617 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $36,662 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $38,052 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,605 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $2,480,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $223,068 |
Employer contributions (assets) at end of year | 2019-12-31 | $553 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,244,495 |
Contract administrator fees | 2019-12-31 | $1,782 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MCM CPA & ADVISORS LLP |
Accountancy firm EIN | 2019-12-31 | 271235638 |
2018 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $426 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $380 |
Total income from all sources (including contributions) | 2018-12-31 | $266,711 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $481,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $460,729 |
Value of total corrective distributions | 2018-12-31 | $19,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $803,154 |
Value of total assets at end of year | 2018-12-31 | $11,454,229 |
Value of total assets at beginning of year | 2018-12-31 | $11,669,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,795 |
Total interest from all sources | 2018-12-31 | $987 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $585,945 |
Participant contributions at end of year | 2018-12-31 | $24,560 |
Participant contributions at beginning of year | 2018-12-31 | $28,562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $15,639 |
Other income not declared elsewhere | 2018-12-31 | $-888 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $426 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-215,110 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,453,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,668,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $987 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $11,391,617 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $11,601,791 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $38,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $38,940 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,605 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $-536,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $201,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $459,124 |
Contract administrator fees | 2018-12-31 | $1,795 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MCM CPA & ADVISORS LLP |
Accountancy firm EIN | 2018-12-31 | 271235638 |
2015 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $398 |
Total plan liabilities at beginning of year | 2015-12-31 | $214 |
Total income from all sources | 2015-12-31 | $703,935 |
Expenses. Total of all expenses incurred | 2015-12-31 | $43,243 |
Benefits paid (including direct rollovers) | 2015-12-31 | $34,701 |
Total plan assets at end of year | 2015-12-31 | $10,739,368 |
Total plan assets at beginning of year | 2015-12-31 | $10,078,492 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $406,040 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $134,098 |
Other income received | 2015-12-31 | $4,898 |
Net income (gross income less expenses) | 2015-12-31 | $660,692 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,738,970 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,078,278 |
Assets. Value of participant loans | 2015-12-31 | $30,045 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $158,899 |
Value of corrective distributions | 2015-12-31 | $7,139 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,403 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $214 |
Total plan liabilities at beginning of year | 2014-12-31 | $303 |
Total income from all sources | 2014-12-31 | $1,036,735 |
Expenses. Total of all expenses incurred | 2014-12-31 | $392,628 |
Benefits paid (including direct rollovers) | 2014-12-31 | $391,542 |
Total plan assets at end of year | 2014-12-31 | $10,078,492 |
Total plan assets at beginning of year | 2014-12-31 | $9,434,474 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $316,192 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $8,860 |
Other income received | 2014-12-31 | $583,939 |
Net income (gross income less expenses) | 2014-12-31 | $644,107 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,078,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,434,171 |
Assets. Value of participant loans | 2014-12-31 | $33,739 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $127,744 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,086 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $303 |
Total plan liabilities at beginning of year | 2013-12-31 | $268 |
Total income from all sources | 2013-12-31 | $1,931,226 |
Expenses. Total of all expenses incurred | 2013-12-31 | $111,883 |
Benefits paid (including direct rollovers) | 2013-12-31 | $109,092 |
Total plan assets at end of year | 2013-12-31 | $9,434,474 |
Total plan assets at beginning of year | 2013-12-31 | $7,615,096 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $248,658 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,605 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $13,370 |
Other income received | 2013-12-31 | $1,568,138 |
Net income (gross income less expenses) | 2013-12-31 | $1,819,343 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,434,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,614,828 |
Assets. Value of participant loans | 2013-12-31 | $36,704 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $101,060 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,186 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $268 |
Total plan liabilities at beginning of year | 2012-12-31 | $319 |
Total income from all sources | 2012-12-31 | $1,197,607 |
Expenses. Total of all expenses incurred | 2012-12-31 | $200,906 |
Benefits paid (including direct rollovers) | 2012-12-31 | $198,564 |
Total plan assets at end of year | 2012-12-31 | $7,615,096 |
Total plan assets at beginning of year | 2012-12-31 | $6,618,446 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $214,079 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,605 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $91,827 |
Other income received | 2012-12-31 | $805,607 |
Net income (gross income less expenses) | 2012-12-31 | $996,701 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,614,828 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,618,127 |
Assets. Value of participant loans | 2012-12-31 | $39,931 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $86,094 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $737 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $319 |
Total plan liabilities at beginning of year | 2011-12-31 | $480 |
Total income from all sources | 2011-12-31 | $173,251 |
Expenses. Total of all expenses incurred | 2011-12-31 | $563,906 |
Benefits paid (including direct rollovers) | 2011-12-31 | $562,619 |
Total plan assets at end of year | 2011-12-31 | $6,618,446 |
Total plan assets at beginning of year | 2011-12-31 | $7,009,262 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $152,032 |
Other income received | 2011-12-31 | $9,124 |
Net income (gross income less expenses) | 2011-12-31 | $-390,655 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,618,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,008,782 |
Assets. Value of participant loans | 2011-12-31 | $42,160 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $12,095 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,287 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $480 |
Total plan liabilities at beginning of year | 2010-12-31 | $491 |
Total income from all sources | 2010-12-31 | $892,906 |
Expenses. Total of all expenses incurred | 2010-12-31 | $90,243 |
Benefits paid (including direct rollovers) | 2010-12-31 | $88,337 |
Total plan assets at end of year | 2010-12-31 | $7,009,262 |
Total plan assets at beginning of year | 2010-12-31 | $6,206,610 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $166,937 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $711,960 |
Net income (gross income less expenses) | 2010-12-31 | $802,663 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,008,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,206,119 |
Assets. Value of participant loans | 2010-12-31 | $43,087 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $14,009 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,906 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |