DEMPSEY, VANTREASE & FOLLIS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,527,104 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $231,252 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $206,575 |
| Total plan assets at end of year | 2023-12-31 | $9,162,590 |
| Total plan assets at beginning of year | 2023-12-31 | $7,866,738 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $152,621 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,054,673 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,295,852 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,162,590 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,866,738 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $140 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $319,810 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $24,677 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-666,575 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $334,189 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $309,817 |
| Total plan assets at end of year | 2022-12-31 | $7,830,488 |
| Total plan assets at beginning of year | 2022-12-31 | $8,831,252 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $301,446 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,093,683 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,000,764 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,830,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,831,252 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $125,662 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $24,372 |
| 2021 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,370,472 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $52,978 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $29,753 |
| Total plan assets at end of year | 2021-12-31 | $8,831,252 |
| Total plan assets at beginning of year | 2021-12-31 | $7,513,758 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $268,213 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $990,510 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,317,494 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,831,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,513,758 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $111,749 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $23,225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,279,275 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $69,582 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $48,422 |
| Total plan assets at end of year | 2020-12-31 | $7,513,758 |
| Total plan assets at beginning of year | 2020-12-31 | $6,304,065 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $250,250 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $922,587 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,209,693 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,513,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,304,065 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $106,438 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $21,160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,419,641 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $47,172 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $28,516 |
| Total plan assets at end of year | 2019-12-31 | $6,304,065 |
| Total plan assets at beginning of year | 2019-12-31 | $4,931,596 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $229,248 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,004 |
| Other income received | 2019-12-31 | $1,090,021 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,372,469 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,304,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,931,596 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $99,368 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,656 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-21,138 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,492 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,005 |
| Total plan assets at end of year | 2018-12-31 | $4,931,596 |
| Total plan assets at beginning of year | 2018-12-31 | $4,963,226 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $219,323 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-334,681 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-31,630 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,931,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,963,226 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $94,220 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,487 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $752,935 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $102,610 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $102,610 |
| Total plan assets at end of year | 2017-12-31 | $4,963,226 |
| Total plan assets at beginning of year | 2017-12-31 | $4,312,901 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $207,887 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $455,574 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $650,325 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,963,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,312,901 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $89,474 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $720,305 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $653,459 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $653,459 |
| Total plan assets at end of year | 2016-12-31 | $4,312,901 |
| Total plan assets at beginning of year | 2016-12-31 | $4,246,055 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $208,095 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $431,385 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $66,846 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,312,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,246,055 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $80,825 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $552,133 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $94,265 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $91,753 |
| Total plan assets at end of year | 2015-12-31 | $4,246,055 |
| Total plan assets at beginning of year | 2015-12-31 | $3,788,187 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $192,127 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $273,858 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $457,868 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,246,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,788,187 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $86,148 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,512 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $520,177 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,806 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,125 |
| Total plan assets at end of year | 2014-12-31 | $3,788,187 |
| Total plan assets at beginning of year | 2014-12-31 | $3,273,816 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $183,565 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $254,910 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $514,371 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,788,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,273,816 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $81,702 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,681 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $633,910 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $49,545 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $48,528 |
| Total plan assets at end of year | 2013-12-31 | $3,273,816 |
| Total plan assets at beginning of year | 2013-12-31 | $2,689,451 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $194,873 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $352,906 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $584,365 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,273,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,689,451 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $86,131 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,017 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $333,957 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $174,825 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $169,324 |
| Total plan assets at end of year | 2012-12-31 | $2,689,451 |
| Total plan assets at beginning of year | 2012-12-31 | $2,530,319 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $186,561 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $57,747 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $159,132 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,689,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,530,319 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $204 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $89,649 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,501 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $289,502 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $67,351 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $67,351 |
| Total plan assets at end of year | 2011-12-31 | $2,530,319 |
| Total plan assets at beginning of year | 2011-12-31 | $2,308,168 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $185,601 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $44,756 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $222,151 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,530,319 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,308,168 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $59,145 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $432,258 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $135,013 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $135,013 |
| Total plan assets at end of year | 2010-12-31 | $2,308,168 |
| Total plan assets at beginning of year | 2010-12-31 | $2,010,923 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $170,249 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $224,923 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $297,245 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,308,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,010,923 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,086 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DEMPSEY, VANTREASE & FOLLIS, PLLC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
