DE LEON, WASHBURN & WARD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DE LEON & WASHBURN 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-07-31 | $0 |
| Total plan liabilities at beginning of year | 2022-07-31 | $0 |
| Total income from all sources | 2022-07-31 | $-402,414 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $2,863,879 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $2,658,924 |
| Total plan assets at end of year | 2022-07-31 | $0 |
| Total plan assets at beginning of year | 2022-07-31 | $3,266,293 |
| Value of fidelity bond covering the plan | 2022-07-31 | $350,000 |
| Other income received | 2022-07-31 | $-412,485 |
| Net income (gross income less expenses) | 2022-07-31 | $-3,266,293 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $3,266,293 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $10,071 |
| Value of corrective distributions | 2022-07-31 | $204,098 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $857 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-31 | $0 |
| 2021 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $334,278 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $340,418 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $332,560 |
| Total plan assets at end of year | 2021-12-31 | $3,266,293 |
| Total plan assets at beginning of year | 2021-12-31 | $3,272,433 |
| Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $23,043 |
| Other income received | 2021-12-31 | $273,915 |
| Net income (gross income less expenses) | 2021-12-31 | $-6,140 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,266,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,272,433 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $199,616 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $37,320 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,858 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $315,677 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $617,224 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $616,818 |
| Total plan assets at end of year | 2020-12-31 | $3,272,433 |
| Total plan assets at beginning of year | 2020-12-31 | $3,573,980 |
| Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $20,026 |
| Other income received | 2020-12-31 | $235,268 |
| Net income (gross income less expenses) | 2020-12-31 | $-301,547 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,272,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,573,980 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $158,574 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $60,383 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $406 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $537,238 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $124,911 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $119,576 |
| Total plan assets at end of year | 2019-12-31 | $3,573,980 |
| Total plan assets at beginning of year | 2019-12-31 | $3,161,653 |
| Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $23,615 |
| Other income received | 2019-12-31 | $464,563 |
| Net income (gross income less expenses) | 2019-12-31 | $412,327 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,573,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,161,653 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $149,500 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $49,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,335 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-25,424 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $116,111 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $115,841 |
| Total plan assets at end of year | 2018-12-31 | $3,161,653 |
| Total plan assets at beginning of year | 2018-12-31 | $3,303,188 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $40,252 |
| Other income received | 2018-12-31 | $-156,046 |
| Net income (gross income less expenses) | 2018-12-31 | $-141,535 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,161,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,303,188 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $176,385 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $90,370 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $521,755 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $77,143 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $75,627 |
| Total plan assets at end of year | 2017-12-31 | $3,303,188 |
| Total plan assets at beginning of year | 2017-12-31 | $2,858,576 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $59,525 |
| Other income received | 2017-12-31 | $330,063 |
| Net income (gross income less expenses) | 2017-12-31 | $444,612 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,303,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,858,576 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $171,272 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $132,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,516 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $289,869 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $575 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $535 |
| Total plan assets at end of year | 2016-12-31 | $2,858,576 |
| Total plan assets at beginning of year | 2016-12-31 | $2,569,282 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,599 |
| Other income received | 2016-12-31 | $168,790 |
| Net income (gross income less expenses) | 2016-12-31 | $289,294 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,858,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,569,282 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $165,964 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $86,480 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $160,086 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,569,282 |
| Total plan assets at beginning of year | 2015-12-31 | $2,409,196 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $57,945 |
| Other income received | 2015-12-31 | $-21,759 |
| Net income (gross income less expenses) | 2015-12-31 | $160,086 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,569,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,409,196 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $151,761 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $123,900 |
| 2014 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $276,234 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $13,310 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $13,190 |
| Total plan assets at end of year | 2014-12-31 | $2,409,196 |
| Total plan assets at beginning of year | 2014-12-31 | $2,146,272 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $41,500 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $21,300 |
| Other income received | 2014-12-31 | $117,248 |
| Net income (gross income less expenses) | 2014-12-31 | $262,924 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,409,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,146,272 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $136,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $96,186 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $120 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $231,411 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,146,272 |
| Total plan assets at beginning of year | 2013-12-31 | $1,914,861 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $24,900 |
| Other income received | 2013-12-31 | $159,661 |
| Net income (gross income less expenses) | 2013-12-31 | $231,411 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,146,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,914,861 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $118,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,850 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $342,307 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $29,260 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $4,291 |
| Total plan assets at end of year | 2013-06-30 | $1,914,861 |
| Total plan assets at beginning of year | 2013-06-30 | $1,601,814 |
| Value of fidelity bond covering the plan | 2013-06-30 | $120,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $252,007 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $313,047 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,914,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,601,814 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $109,000 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $90,300 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $24,969 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2022: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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 | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DE LEON & WASHBURN 401(K) 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DE LEON & WASHBURN 401(K) 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: DE LEON & WASHBURN 401(K) 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: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DE LEON & WASHBURN 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
