401k Plan data: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN plan

DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN
Plan identification number	001

DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID E BECKER has sponsored the creation of one or more 401k plans.

Company Name: DAVID E BECKER

Employer identification number (EIN): 251458164

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID E BECKER 2024-04-28 DAVID E BECKER 2024-04-28
001 2022-01-01 DAVID E BECKER 2023-06-08 DAVID E BECKER 2023-06-08
001 2021-01-01 DAVID E BECKER 2022-06-28 DAVID E BECKER 2022-06-28
001 2020-01-01 DAVID E BECKER 2021-06-10 DAVID E BECKER 2021-06-10
001 2019-01-01 DAVID E BECKER 2020-05-18 DAVID E BECKER 2020-05-18
001 2018-01-01 DAVID E BECKER 2019-08-08 DAVID E BECKER 2019-08-08
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID E BECKER
001 2011-01-01 DAVID E BECKER
001 2009-01-01 DAVID E BECKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID E BECKER	2024-04-28	DAVID E BECKER	2024-04-28
001	2022-01-01	DAVID E BECKER	2023-06-08	DAVID E BECKER	2023-06-08
001	2021-01-01	DAVID E BECKER	2022-06-28	DAVID E BECKER	2022-06-28
001	2020-01-01	DAVID E BECKER	2021-06-10	DAVID E BECKER	2021-06-10
001	2019-01-01	DAVID E BECKER	2020-05-18	DAVID E BECKER	2020-05-18
001	2018-01-01	DAVID E BECKER	2019-08-08	DAVID E BECKER	2019-08-08
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID E BECKER
001	2011-01-01	DAVID E BECKER
001	2009-01-01	DAVID E BECKER

Plan Statistics for DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN

401k plan membership statisitcs for DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN

Measure Date Value
2023: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
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 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
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	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN

Measure	Date	Value
2023 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$193,439
Total plan assets at end of year	2023-12-31	$1,233,243
Total plan assets at beginning of year	2023-12-31	$1,039,804
Total contributions received or receivable from participants	2023-12-31	$23,500
Other income received	2023-12-31	$160,270
Net income (gross income less expenses)	2023-12-31	$193,439
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,233,243
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,039,804
Total contributions received or receivable from employer(s)	2023-12-31	$9,669
2022 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-177,808
Expenses. Total of all expenses incurred	2022-12-31	$1,473,075
Benefits paid (including direct rollovers)	2022-12-31	$1,473,075
Total plan assets at end of year	2022-12-31	$1,039,804
Total plan assets at beginning of year	2022-12-31	$2,690,687
Value of fidelity bond covering the plan	2022-12-31	$160,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Other income received	2022-12-31	$-215,164
Net income (gross income less expenses)	2022-12-31	$-1,650,883
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,039,804
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,690,687
Total contributions received or receivable from employer(s)	2022-12-31	$10,356
2021 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$325,917
Expenses. Total of all expenses incurred	2021-12-31	$17,315
Benefits paid (including direct rollovers)	2021-12-31	$17,315
Total plan assets at end of year	2021-12-31	$2,690,687
Total plan assets at beginning of year	2021-12-31	$2,382,085
Value of fidelity bond covering the plan	2021-12-31	$160,000
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$250,072
Net income (gross income less expenses)	2021-12-31	$308,602
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,690,687
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,382,085
Total contributions received or receivable from employer(s)	2021-12-31	$23,845
2020 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$121,735
Expenses. Total of all expenses incurred	2020-12-31	$16,987
Benefits paid (including direct rollovers)	2020-12-31	$16,987
Total plan assets at end of year	2020-12-31	$2,382,085
Total plan assets at beginning of year	2020-12-31	$2,277,337
Value of fidelity bond covering the plan	2020-12-31	$160,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$46,094
Net income (gross income less expenses)	2020-12-31	$104,748
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,382,085
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,277,337
Total contributions received or receivable from employer(s)	2020-12-31	$23,641
2019 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$312,767
Expenses. Total of all expenses incurred	2019-12-31	$15,877
Benefits paid (including direct rollovers)	2019-12-31	$15,877
Total plan assets at end of year	2019-12-31	$2,277,337
Total plan assets at beginning of year	2019-12-31	$1,980,447
Value of fidelity bond covering the plan	2019-12-31	$160,000
Total contributions received or receivable from participants	2019-12-31	$50,000
Other income received	2019-12-31	$234,238
Net income (gross income less expenses)	2019-12-31	$296,890
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,277,337
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,980,447
Total contributions received or receivable from employer(s)	2019-12-31	$28,529
2018 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$39,875
Expenses. Total of all expenses incurred	2018-12-31	$15,880
Benefits paid (including direct rollovers)	2018-12-31	$15,880
Total plan assets at end of year	2018-12-31	$1,980,447
Total plan assets at beginning of year	2018-12-31	$1,956,452
Value of fidelity bond covering the plan	2018-12-31	$160,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$-41,808
Net income (gross income less expenses)	2018-12-31	$23,995
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,980,447
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,956,452
Total contributions received or receivable from employer(s)	2018-12-31	$32,683
2017 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$195,081
Expenses. Total of all expenses incurred	2017-12-31	$14,576
Benefits paid (including direct rollovers)	2017-12-31	$14,576
Total plan assets at end of year	2017-12-31	$1,956,452
Total plan assets at beginning of year	2017-12-31	$1,775,947
Value of fidelity bond covering the plan	2017-12-31	$160,000
Total contributions received or receivable from participants	2017-12-31	$60,000
Other income received	2017-12-31	$98,576
Net income (gross income less expenses)	2017-12-31	$180,505
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,956,452
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,775,947
Total contributions received or receivable from employer(s)	2017-12-31	$36,505
2016 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$208,191
Expenses. Total of all expenses incurred	2016-12-31	$21,789
Benefits paid (including direct rollovers)	2016-12-31	$21,789
Total plan assets at end of year	2016-12-31	$1,775,947
Total plan assets at beginning of year	2016-12-31	$1,589,545
Value of fidelity bond covering the plan	2016-12-31	$160,000
Total contributions received or receivable from participants	2016-12-31	$60,000
Other income received	2016-12-31	$101,545
Net income (gross income less expenses)	2016-12-31	$186,402
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,775,947
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,589,545
Total contributions received or receivable from employer(s)	2016-12-31	$46,646
2015 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$65,053
Expenses. Total of all expenses incurred	2015-12-31	$13,321
Benefits paid (including direct rollovers)	2015-12-31	$13,321
Total plan assets at end of year	2015-12-31	$1,589,545
Total plan assets at beginning of year	2015-12-31	$1,537,813
Value of fidelity bond covering the plan	2015-12-31	$130,000
Total contributions received or receivable from participants	2015-12-31	$60,000
Other income received	2015-12-31	$-40,522
Net income (gross income less expenses)	2015-12-31	$51,732
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,589,545
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,537,813
Total contributions received or receivable from employer(s)	2015-12-31	$45,575
2014 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$216,889
Expenses. Total of all expenses incurred	2014-12-31	$12,658
Benefits paid (including direct rollovers)	2014-12-31	$12,658
Total plan assets at end of year	2014-12-31	$1,537,813
Total plan assets at beginning of year	2014-12-31	$1,333,582
Value of fidelity bond covering the plan	2014-12-31	$130,000
Total contributions received or receivable from participants	2014-12-31	$58,000
Other income received	2014-12-31	$114,445
Net income (gross income less expenses)	2014-12-31	$204,231
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,537,813
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,333,582
Total contributions received or receivable from employer(s)	2014-12-31	$44,444
2013 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$84,339
Expenses. Total of all expenses incurred	2013-12-31	$8,582
Benefits paid (including direct rollovers)	2013-12-31	$8,582
Total plan assets at end of year	2013-12-31	$1,333,582
Total plan assets at beginning of year	2013-12-31	$1,257,825
Value of fidelity bond covering the plan	2013-12-31	$130,000
Total contributions received or receivable from participants	2013-12-31	$58,000
Other income received	2013-12-31	$-18,761
Net income (gross income less expenses)	2013-12-31	$75,757
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,333,582
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,257,825
Total contributions received or receivable from employer(s)	2013-12-31	$45,100
2012 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$105,228
Total plan assets at end of year	2012-12-31	$1,257,825
Total plan assets at beginning of year	2012-12-31	$1,152,597
Total contributions received or receivable from participants	2012-12-31	$57,000
Other income received	2012-12-31	$4,545
Net income (gross income less expenses)	2012-12-31	$105,228
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,257,825
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,152,597
Total contributions received or receivable from employer(s)	2012-12-31	$43,683
2011 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$85,576
Total plan assets at end of year	2011-12-31	$1,152,597
Total plan assets at beginning of year	2011-12-31	$1,067,021
Total contributions received or receivable from participants	2011-12-31	$56,000
Other income received	2011-12-31	$-13,330
Net income (gross income less expenses)	2011-12-31	$85,576
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,152,597
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,067,021
Total contributions received or receivable from employer(s)	2011-12-31	$42,906
2010 : DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$145,713
Total plan assets at end of year	2010-12-31	$1,067,021
Total plan assets at beginning of year	2010-12-31	$921,308
Total contributions received or receivable from participants	2010-12-31	$56,000
Other income received	2010-12-31	$47,089
Net income (gross income less expenses)	2010-12-31	$145,713
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,067,021
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$921,308
Total contributions received or receivable from employer(s)	2010-12-31	$42,624

Form 5500 Responses for DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN

2023: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID BECKER AND COMPANY SIMPLIFIED EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DAVID BECKER, M.D. PENSION PLAN [EIN = 861039929]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DAVID E BECKER
Employer identification number (EIN):	251458164
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants