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NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameNANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST
Plan identification number 001

NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NANCY DOWSON, P.A. has sponsored the creation of one or more 401k plans.

Company Name:NANCY DOWSON, P.A.
Employer identification number (EIN):650635373
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Plan Statistics for NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST

Measure Date Value
2025: NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-235
Total number of particpants at end of year2025-09-235
Number of Participants With Account Balances2025-09-235
2024: NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-065
Total number of particpants at end of year2024-09-065
Number of Participants With Account Balances2024-09-065

Financial Data on NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST

Measure Date Value
2025 : NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-2327634
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-231441
Net assets as of the end of the plan year2025-09-23914316
Total assets as of the beginning of the plan year2025-09-23503303
Participant contributions to plan in this plan year2025-09-2361000
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-23319644
Plan net income in this plan year2025-09-23383379
Net assets as of the end of the plan year2025-09-23886682
Net assets as of the beginning of the plan year2025-09-23503303
Employer contributions to plan in this plan year2025-09-234176
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-230
2024 : NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-060
Total liabilities as of the end of the plan year2024-09-060
Total liabilities as of the beginning of the plan year2024-09-060
Total expenses incurred by plan in this plan year2024-09-060
Net assets as of the end of the plan year2024-09-06503303
Total assets as of the beginning of the plan year2024-09-06325398
Participant contributions to plan in this plan year2024-09-0652000
Other expenses paid from plan in this plan year2024-09-060
Other contributions to plan in this plan year2024-09-060
Other income to plan in this plan year2024-09-06122194
Plan net income in this plan year2024-09-06177905
Net assets as of the end of the plan year2024-09-06503303
Net assets as of the beginning of the plan year2024-09-06325398
Employer contributions to plan in this plan year2024-09-063711
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-060
2010 : NANCY DOWSON, P.A. 401K RETIREMENT PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$803
Expenses. Total of all expenses incurred2010-12-31$5,794
Benefits paid (including direct rollovers)2010-12-31$5,794
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$4,991
Value of fidelity bond covering the plan2010-12-31$1,000
Other income received2010-12-31$803
Net income (gross income less expenses)2010-12-31$-4,991
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

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