NEEL, HOOPER & BANES, P.C. has sponsored the creation of one or more 401k plans.
Additional information about NEEL, HOOPER & BANES, P.C.
Submission information for form 5500 for 401k plan NEEL, HOOPER & BANES, P.C. 401(K) PLAN
401k plan membership statisitcs for NEEL, HOOPER & BANES, P.C. 401(K) PLAN
Measure | Date | Value |
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2022: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 12 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
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 | 9 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 16 |
Number of participants with account balances | 2019-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $70,792 |
Expenses. Total of all expenses incurred | 2022-12-31 | $6,672 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,823 |
Total plan assets at end of year | 2022-12-31 | $527,893 |
Total plan assets at beginning of year | 2022-12-31 | $463,773 |
Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
Total contributions received or receivable from participants | 2022-12-31 | $24,093 |
Other income received | 2022-12-31 | $29,983 |
Net income (gross income less expenses) | 2022-12-31 | $64,120 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $527,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $463,773 |
Assets. Value of participant loans | 2022-12-31 | $2,944 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $171,063 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $16,716 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,849 |
2021 : NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $59,681 |
Expenses. Total of all expenses incurred | 2021-12-31 | $23,598 |
Benefits paid (including direct rollovers) | 2021-12-31 | $14,185 |
Total plan assets at end of year | 2021-12-31 | $463,773 |
Total plan assets at beginning of year | 2021-12-31 | $427,690 |
Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
Total contributions received or receivable from participants | 2021-12-31 | $23,871 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $125 |
Other income received | 2021-12-31 | $17,006 |
Net income (gross income less expenses) | 2021-12-31 | $36,083 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $463,773 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $427,690 |
Assets. Value of participant loans | 2021-12-31 | $4,602 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $45,016 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $18,804 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $9,288 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $51,117 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,808 |
Benefits paid (including direct rollovers) | 2020-12-31 | $9,806 |
Total plan assets at end of year | 2020-12-31 | $427,690 |
Total plan assets at beginning of year | 2020-12-31 | $389,381 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $17,197 |
Other income received | 2020-12-31 | $11,461 |
Net income (gross income less expenses) | 2020-12-31 | $38,309 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $427,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $389,381 |
Assets. Value of participant loans | 2020-12-31 | $6,145 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $88,204 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $22,459 |
Value of corrective distributions | 2020-12-31 | $490 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,512 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2019 401k financial data |
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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 | $75,594 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,599 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,499 |
Total plan assets at end of year | 2019-12-31 | $389,381 |
Total plan assets at beginning of year | 2019-12-31 | $315,386 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $8,475 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $52,156 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $73,995 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $389,381 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $315,386 |
Assets. Value of participant loans | 2019-12-31 | $9,938 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $85,492 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $14,963 |
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 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2018 401k financial data |
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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 | $11,336 |
Expenses. Total of all expenses incurred | 2018-12-31 | $21,739 |
Benefits paid (including direct rollovers) | 2018-12-31 | $21,739 |
Total plan assets at end of year | 2018-12-31 | $315,386 |
Total plan assets at beginning of year | 2018-12-31 | $325,789 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $8,038 |
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 | $-23,702 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-10,403 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $315,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $325,789 |
Assets. Value of participant loans | 2018-12-31 | $13,368 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $24,626 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $27,000 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2022: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2022 form 5500 responses |
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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: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2021 form 5500 responses |
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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: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2020 form 5500 responses |
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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: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2019 form 5500 responses |
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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: NEEL, HOOPER & BANES, P.C. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
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 |