COBLENTZ, PATCH, DUFFY AND BASS, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN
401k plan membership statisitcs for COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN
| Measure | Date | Value |
|---|
| 2022: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
| 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 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 38 |
| Number of participants with account balances | 2022-01-01 | 24 |
| 2021: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
| 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 | 15 |
| Total of all active and inactive participants | 2021-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 33 |
| Number of participants with account balances | 2021-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 22 |
| Number of participants with account balances | 2020-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| 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 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 20 |
| Number of participants with account balances | 2019-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
| Total of all active and inactive participants | 2018-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 25 |
| Number of participants with account balances | 2018-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| 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 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $-148,827 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $664,562 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,146 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $7,071 |
| Total plan assets at end of year | 2022-12-31 | $692,856 |
| Total plan assets at beginning of year | 2022-12-31 | $184,267 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $665,773 |
| Other income received | 2022-12-31 | $-77,214 |
| Net income (gross income less expenses) | 2022-12-31 | $657,416 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $692,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $184,267 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $76,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $75 |
| 2021 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-29,616 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $90,221 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,867 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,816 |
| Total plan assets at end of year | 2021-12-31 | $184,267 |
| Total plan assets at beginning of year | 2021-12-31 | $125,529 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $34,931 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $88,354 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $184,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $125,529 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $55,290 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $51 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-38,075 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $91,427 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $125,529 |
| Total plan assets at beginning of year | 2020-12-31 | $72,177 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Other income received | 2020-12-31 | $25,968 |
| Net income (gross income less expenses) | 2020-12-31 | $91,427 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $125,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $72,177 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $65,459 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-64,589 |
| 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 | $61,652 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $8,447 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $8,422 |
| Total plan assets at end of year | 2019-12-31 | $72,177 |
| Total plan assets at beginning of year | 2019-12-31 | $83,561 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $10,092 |
| Other income received | 2019-12-31 | $14,618 |
| Net income (gross income less expenses) | 2019-12-31 | $53,205 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $72,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $83,561 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $36,942 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $59,010 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $8,125 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,125 |
| Total plan assets at end of year | 2018-12-31 | $83,561 |
| Total plan assets at beginning of year | 2018-12-31 | $32,676 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Other income received | 2018-12-31 | $-6,686 |
| Net income (gross income less expenses) | 2018-12-31 | $50,885 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $83,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,676 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $65,696 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-79,764 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $61,502 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $32,676 |
| Total plan assets at beginning of year | 2017-12-31 | $50,938 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $13,154 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $61,502 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $32,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,938 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $48,348 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $-11,875 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $44,288 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $50,938 |
| Total plan assets at beginning of year | 2016-12-31 | $18,525 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $4,878 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $44,288 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $50,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,525 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $39,410 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $-13,813 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-4,476 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $18,525 |
| Total plan assets at beginning of year | 2015-12-31 | $36,814 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-97 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-4,476 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $18,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $36,814 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $-4,379 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2022: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 | 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: COBLENTZ, PATCH, DUFFY & BASS LLP NON-ELECTIVE 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 |
