DIETZ & COMPANY ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 7 |
| Total of all active and inactive participants | 2023-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 25 |
| Number of participants with account balances | 2023-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
| 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 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 27 |
| Number of participants with account balances | 2022-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
| 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 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 28 |
| Number of participants with account balances | 2021-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
| 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 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 29 |
| Number of participants with account balances | 2020-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $1,486,711 |
| Total plan liabilities at beginning of year | 2023-12-31 | $1,535,491 |
| Total income from all sources | 2023-12-31 | $515,365 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $26,585 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $6,470 |
| Total plan assets at end of year | 2023-12-31 | $1,268,000 |
| Total plan assets at beginning of year | 2023-12-31 | $828,000 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $20,115 |
| Other income received | 2023-12-31 | $440,000 |
| Net income (gross income less expenses) | 2023-12-31 | $488,780 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-218,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-707,491 |
| Assets. Value of employer securities | 2023-12-31 | $1,268,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $75,365 |
| 2022 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $1,535,491 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,583,640 |
| Total income from all sources | 2022-12-31 | $439,585 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $21,436 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $690 |
| Total plan assets at end of year | 2022-12-31 | $828,000 |
| Total plan assets at beginning of year | 2022-12-31 | $458,000 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,746 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $370,000 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $418,149 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-707,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-1,125,640 |
| Assets. Value of employer securities | 2022-12-31 | $828,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $69,585 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $1,583,640 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,631,166 |
| Total income from all sources | 2021-12-31 | $344,895 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $21,369 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $458,000 |
| Total plan assets at beginning of year | 2021-12-31 | $182,000 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $21,369 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $276,000 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $323,526 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-1,125,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-1,449,166 |
| Assets. Value of employer securities | 2021-12-31 | $458,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $68,895 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,631,166 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $-1,449,105 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $61 |
| Total plan assets at end of year | 2020-12-31 | $182,000 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $61 |
| Other income received | 2020-12-31 | $-1,518,000 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,449,166 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-1,449,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $182,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $68,895 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2023: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP 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: DIETZ & COMPANY ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
