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Plan Name | DJ&A, P.C., PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DJ&A, P.C. |
Employer identification number (EIN): | 810524186 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | MICHELLE HALLEY | 2023-09-25 | ||
001 | 2021-01-01 | MICHELLE HALLEY | 2022-05-31 | ||
001 | 2020-01-01 | BRIDGET MENTEL | 2021-07-21 | ||
001 | 2019-01-01 | BRIDGET MENTEL | 2020-09-02 | ||
001 | 2018-01-01 | BRIDGET MENTEL | 2019-07-11 | ||
001 | 2017-01-01 | BRIDGET MENTEL | 2018-05-24 | ||
001 | 2016-01-01 | BRIDGET MENTEL | 2017-05-25 | ||
001 | 2015-01-01 | BRIDGET MENTEL | 2016-09-01 | ||
001 | 2014-01-01 | BRIDGET MENTEL | 2015-08-13 | ||
001 | 2013-01-01 | BRIDGET MENTEL | 2014-08-05 | ||
001 | 2012-01-01 | BRIDGET MENTEL | 2013-07-11 | ||
001 | 2011-01-01 | BRIDGET MENTEL | 2012-07-11 | ||
001 | 2010-01-01 | VAUGHN ANDERSON | 2011-07-28 | VAUGHN ANDERSON | 2011-07-28 |
001 | 2008-01-01 | VAUGHN ANDERSON |
Measure | Date | Value |
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2008: DJ&A, P.C., PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 7 |
Total of all active and inactive participants | 2008-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 31 |
Number of participants with account balances | 2008-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 1 |
Measure | Date | Value |
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2008 : DJ&A, P.C., PROFIT SHARING PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-407,773 |
Expenses. Total of all expenses incurred | 2008-12-31 | $33,695 |
Benefits paid (including direct rollovers) | 2008-12-31 | $32,603 |
Total plan assets at end of year | 2008-12-31 | $3,546,672 |
Total plan assets at beginning of year | 2008-12-31 | $3,988,140 |
Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
Total contributions received or receivable from participants | 2008-12-31 | $71,553 |
Other income received | 2008-12-31 | $-651,326 |
Net income (gross income less expenses) | 2008-12-31 | $-441,468 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $3,546,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $3,988,140 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $172,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $1,092 |
2008: DJ&A, P.C., PROFIT SHARING PLAN 2008 form 5500 responses | ||
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 100658 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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