?>
Plan Name | DAHL, TAYLOR AND ASSOCIATES, INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DAHL, TAYLOR AND ASSOCIATES, INC. |
Employer identification number (EIN): | 953694026 |
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 |
---|---|---|---|---|---|
002 | 2022-07-01 | QUANG D. VU | 2024-01-12 | ||
002 | 2021-07-01 | QUANG D. VU | 2022-11-04 | ||
002 | 2020-07-01 | QUANG D. VU | 2021-08-03 | ||
002 | 2019-07-01 | QUANG D. VU | 2021-03-09 | ||
002 | 2018-07-01 | QUANG D. VU | 2019-09-30 | ||
002 | 2017-07-01 | QUANG D. VU | 2018-07-27 | ||
002 | 2016-07-01 | QUANG D. VU | 2017-10-21 | ||
002 | 2015-07-01 | QUANG VU | 2016-08-18 | ||
002 | 2014-07-01 | QUANG D. VU | 2015-08-15 | ||
002 | 2013-07-01 | QUANG D. VU | 2015-07-19 | ||
002 | 2012-07-01 | QUANG D. VU | 2015-07-19 | ||
002 | 2011-07-01 | QUANG D. VU | 2015-06-19 | ||
002 | 2010-07-01 | JACQUELINE NGUYEN | 2012-04-13 | ||
002 | 2008-07-01 | JACQUELINE NGUYEN |
Measure | Date | Value |
---|---|---|
2008: DAHL, TAYLOR AND ASSOCIATES, INC. RETIREMENT PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 1 |
Total of all active and inactive participants | 2008-07-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
Total participants | 2008-07-01 | 21 |
Number of participants with account balances | 2008-07-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 1 |
Measure | Date | Value |
---|---|---|
2009 : DAHL, TAYLOR AND ASSOCIATES, INC. RETIREMENT PLAN 2009 401k financial data | ||
Total income from all sources | 2009-06-30 | $-76,375 |
Expenses. Total of all expenses incurred | 2009-06-30 | $43,918 |
Benefits paid (including direct rollovers) | 2009-06-30 | $43,562 |
Total plan assets at end of year | 2009-06-30 | $621,064 |
Total plan assets at beginning of year | 2009-06-30 | $741,357 |
Value of fidelity bond covering the plan | 2009-06-30 | $85,000 |
Total contributions received or receivable from participants | 2009-06-30 | $59,165 |
Other income received | 2009-06-30 | $-156,763 |
Net income (gross income less expenses) | 2009-06-30 | $-120,293 |
Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $621,064 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $741,357 |
Assets. Value of participant loans | 2009-06-30 | $2,600 |
Total contributions received or receivable from employer(s) | 2009-06-30 | $21,223 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $356 |
2008: DAHL, TAYLOR AND ASSOCIATES, INC. RETIREMENT PLAN 2008 form 5500 responses | ||
---|---|---|
2008-07-01 | Type of plan entity | Single employer plan |
2008-07-01 | Submission has been amended | Yes |
2008-07-01 | This submission is the final filing | No |
2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-07-01 | Plan is a collectively bargained plan | No |
2008-07-01 | Plan funding arrangement – Insurance | Yes |
2008-07-01 | Plan funding arrangement – Trust | Yes |
2008-07-01 | Plan benefit arrangement – Insurance | Yes |
2008-07-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-100456 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
|