TRIMBLE WEIST DYE & EZRA CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 10 |
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 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
2021: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
2020: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 10 |
2019: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 9 |
2018: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
2017: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 9 |
2016: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 9 |
2015: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
2014: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Total participants | 2014-01-01 | 10 |
2013: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 10 |
2012: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
2011: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
2010: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 10 |
2009: TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Measure | Date | Value |
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2022 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-770,413 |
Expenses. Total of all expenses incurred | 2022-12-31 | $91,985 |
Benefits paid (including direct rollovers) | 2022-12-31 | $91,985 |
Total plan assets at end of year | 2022-12-31 | $5,073,707 |
Total plan assets at beginning of year | 2022-12-31 | $5,936,105 |
Total contributions received or receivable from participants | 2022-12-31 | $144,199 |
Other income received | 2022-12-31 | $-975,495 |
Net income (gross income less expenses) | 2022-12-31 | $-862,398 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,073,707 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,936,105 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $60,883 |
2021 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,107,693 |
Expenses. Total of all expenses incurred | 2021-12-31 | $83,973 |
Benefits paid (including direct rollovers) | 2021-12-31 | $83,973 |
Total plan assets at end of year | 2021-12-31 | $5,936,105 |
Total plan assets at beginning of year | 2021-12-31 | $4,912,385 |
Value of fidelity bond covering the plan | 2021-12-31 | $195,000 |
Total contributions received or receivable from participants | 2021-12-31 | $134,083 |
Other income received | 2021-12-31 | $914,151 |
Net income (gross income less expenses) | 2021-12-31 | $1,023,720 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,936,105 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,912,385 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $59,459 |
2020 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $691,426 |
Expenses. Total of all expenses incurred | 2020-12-31 | $71,451 |
Benefits paid (including direct rollovers) | 2020-12-31 | $71,451 |
Total plan assets at end of year | 2020-12-31 | $4,912,385 |
Total plan assets at beginning of year | 2020-12-31 | $4,292,410 |
Value of fidelity bond covering the plan | 2020-12-31 | $195,000 |
Total contributions received or receivable from participants | 2020-12-31 | $127,413 |
Other income received | 2020-12-31 | $505,590 |
Net income (gross income less expenses) | 2020-12-31 | $619,975 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,912,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,292,410 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $58,423 |
2019 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $854,675 |
Expenses. Total of all expenses incurred | 2019-12-31 | $215,550 |
Benefits paid (including direct rollovers) | 2019-12-31 | $215,550 |
Total plan assets at end of year | 2019-12-31 | $4,292,410 |
Total plan assets at beginning of year | 2019-12-31 | $3,653,285 |
Value of fidelity bond covering the plan | 2019-12-31 | $195,000 |
Total contributions received or receivable from participants | 2019-12-31 | $115,226 |
Other income received | 2019-12-31 | $687,110 |
Net income (gross income less expenses) | 2019-12-31 | $639,125 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,292,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,653,285 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $52,339 |
2018 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-22,291 |
Expenses. Total of all expenses incurred | 2018-12-31 | $110,100 |
Benefits paid (including direct rollovers) | 2018-12-31 | $110,100 |
Total plan assets at end of year | 2018-12-31 | $3,653,285 |
Total plan assets at beginning of year | 2018-12-31 | $3,785,676 |
Value of fidelity bond covering the plan | 2018-12-31 | $195,000 |
Total contributions received or receivable from participants | 2018-12-31 | $111,149 |
Other income received | 2018-12-31 | $-185,550 |
Net income (gross income less expenses) | 2018-12-31 | $-132,391 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,653,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,785,676 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $52,110 |
2017 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $623,939 |
Expenses. Total of all expenses incurred | 2017-12-31 | $50,300 |
Benefits paid (including direct rollovers) | 2017-12-31 | $50,300 |
Total plan assets at end of year | 2017-12-31 | $3,785,676 |
Total plan assets at beginning of year | 2017-12-31 | $3,212,037 |
Value of fidelity bond covering the plan | 2017-12-31 | $195,000 |
Total contributions received or receivable from participants | 2017-12-31 | $105,553 |
Other income received | 2017-12-31 | $466,503 |
Net income (gross income less expenses) | 2017-12-31 | $573,639 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,785,676 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,212,037 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $51,883 |
2016 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $381,546 |
Expenses. Total of all expenses incurred | 2016-12-31 | $58,610 |
Benefits paid (including direct rollovers) | 2016-12-31 | $58,610 |
Total plan assets at end of year | 2016-12-31 | $3,212,037 |
Total plan assets at beginning of year | 2016-12-31 | $2,889,101 |
Value of fidelity bond covering the plan | 2016-12-31 | $195,000 |
Total contributions received or receivable from participants | 2016-12-31 | $101,511 |
Other income received | 2016-12-31 | $229,633 |
Net income (gross income less expenses) | 2016-12-31 | $322,936 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,212,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,889,101 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,402 |
2015 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $84,817 |
Expenses. Total of all expenses incurred | 2015-12-31 | $45,415 |
Benefits paid (including direct rollovers) | 2015-12-31 | $45,415 |
Total plan assets at end of year | 2015-12-31 | $2,889,101 |
Total plan assets at beginning of year | 2015-12-31 | $2,849,699 |
Value of fidelity bond covering the plan | 2015-12-31 | $195,000 |
Total contributions received or receivable from participants | 2015-12-31 | $97,650 |
Other income received | 2015-12-31 | $-61,520 |
Net income (gross income less expenses) | 2015-12-31 | $39,402 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,889,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,849,699 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $48,687 |
2014 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $232,491 |
Expenses. Total of all expenses incurred | 2014-12-31 | $42,090 |
Benefits paid (including direct rollovers) | 2014-12-31 | $42,090 |
Total plan assets at end of year | 2014-12-31 | $2,849,699 |
Total plan assets at beginning of year | 2014-12-31 | $2,659,298 |
Total contributions received or receivable from participants | 2014-12-31 | $94,987 |
Other income received | 2014-12-31 | $89,176 |
Net income (gross income less expenses) | 2014-12-31 | $190,401 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,849,699 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,659,298 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $48,328 |
2013 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $561,632 |
Total plan assets at end of year | 2013-12-31 | $2,659,298 |
Total plan assets at beginning of year | 2013-12-31 | $2,097,666 |
Total contributions received or receivable from participants | 2013-12-31 | $99,703 |
Other income received | 2013-12-31 | $413,478 |
Net income (gross income less expenses) | 2013-12-31 | $561,632 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,659,298 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,097,666 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $48,451 |
2012 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $347,260 |
Total plan assets at end of year | 2012-12-31 | $2,097,666 |
Total plan assets at beginning of year | 2012-12-31 | $1,750,406 |
Total contributions received or receivable from participants | 2012-12-31 | $94,567 |
Other income received | 2012-12-31 | $206,560 |
Net income (gross income less expenses) | 2012-12-31 | $347,260 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,097,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,750,406 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $46,133 |
2011 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $100,932 |
Total plan assets at end of year | 2011-12-31 | $1,750,406 |
Total plan assets at beginning of year | 2011-12-31 | $1,649,474 |
Value of fidelity bond covering the plan | 2011-12-31 | $195,000 |
Total contributions received or receivable from participants | 2011-12-31 | $83,914 |
Other income received | 2011-12-31 | $-31,773 |
Net income (gross income less expenses) | 2011-12-31 | $100,932 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,750,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,649,474 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $48,791 |
2010 : TRIMBLE WEIST DYE & EZRA CPAS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $289,594 |
Expenses. Total of all expenses incurred | 2010-12-31 | $949 |
Benefits paid (including direct rollovers) | 2010-12-31 | $949 |
Total plan assets at end of year | 2010-12-31 | $1,649,474 |
Total plan assets at beginning of year | 2010-12-31 | $1,360,829 |
Value of fidelity bond covering the plan | 2010-12-31 | $195,000 |
Total contributions received or receivable from participants | 2010-12-31 | $75,815 |
Other income received | 2010-12-31 | $165,664 |
Net income (gross income less expenses) | 2010-12-31 | $288,645 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,649,474 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,360,829 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $48,115 |