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LARRY L CAVALENA PROFIT SHARING 401k Plan overview

Plan NameLARRY L CAVALENA PROFIT SHARING
Plan identification number 001

LARRY L CAVALENA PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LARRY L CAVALENA has sponsored the creation of one or more 401k plans.

Company Name:LARRY L CAVALENA
Employer identification number (EIN):341732275
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY L CAVALENA PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LARRY L CAVALENA LARRY L CAVALENA2019-07-24
0012017-01-01LARRY L CAVALENA LARRY L CAVALENA2018-06-21
0012016-01-01LARRY L CAVALENA LARRY L CAVALENA2017-07-27
0012015-01-01LARRY L CAVALENA LARRY L CAVALENA2016-07-30
0012014-01-01LARRY L CAVALENA LARRY L CAVALENA2015-07-28
0012013-01-01LARRY L CAVALENA LARRY L CAVALENA2014-10-07
0012012-01-01LARRY L CAVALENA LARRY L CAVALENA2013-09-16
0012011-01-01LARRY L CAVALENA LARRY L CAVALENA2012-09-27
0012009-01-01LARRY L CAVALENA LARRY L CAVALENA2010-07-31

Plan Statistics for LARRY L CAVALENA PROFIT SHARING

401k plan membership statisitcs for LARRY L CAVALENA PROFIT SHARING

Measure Date Value
2022: LARRY L CAVALENA PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LARRY L CAVALENA PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LARRY L CAVALENA PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LARRY L CAVALENA PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LARRY L CAVALENA PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LARRY L CAVALENA PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LARRY L CAVALENA PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LARRY L CAVALENA PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LARRY L CAVALENA PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LARRY L CAVALENA PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: LARRY L CAVALENA PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: LARRY L CAVALENA PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
2009: LARRY L CAVALENA PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on LARRY L CAVALENA PROFIT SHARING

Measure Date Value
2022 : LARRY L CAVALENA PROFIT SHARING 2022 401k financial data
Total income from all sources2022-12-31$21,574
Expenses. Total of all expenses incurred2022-12-31$15,900
Benefits paid (including direct rollovers)2022-12-31$15,900
Total plan assets at end of year2022-12-31$536,760
Total plan assets at beginning of year2022-12-31$531,086
Other income received2022-12-31$-28,426
Net income (gross income less expenses)2022-12-31$5,674
Net plan assets at end of year (total assets less liabilities)2022-12-31$536,760
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$531,086
Total contributions received or receivable from employer(s)2022-12-31$50,000
2021 : LARRY L CAVALENA PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$72,973
Expenses. Total of all expenses incurred2021-12-31$13,160
Benefits paid (including direct rollovers)2021-12-31$13,160
Total plan assets at end of year2021-12-31$531,086
Total plan assets at beginning of year2021-12-31$471,273
Other income received2021-12-31$22,973
Net income (gross income less expenses)2021-12-31$59,813
Net plan assets at end of year (total assets less liabilities)2021-12-31$531,086
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$471,273
Total contributions received or receivable from employer(s)2021-12-31$50,000
2020 : LARRY L CAVALENA PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$67,374
Expenses. Total of all expenses incurred2020-12-31$8,930
Benefits paid (including direct rollovers)2020-12-31$8,930
Total plan assets at end of year2020-12-31$471,273
Total plan assets at beginning of year2020-12-31$412,829
Other income received2020-12-31$27,372
Net income (gross income less expenses)2020-12-31$58,444
Net plan assets at end of year (total assets less liabilities)2020-12-31$471,273
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$412,829
Total contributions received or receivable from employer(s)2020-12-31$40,002
2019 : LARRY L CAVALENA PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$85,017
Expenses. Total of all expenses incurred2019-12-31$8,150
Benefits paid (including direct rollovers)2019-12-31$8,150
Total plan assets at end of year2019-12-31$412,829
Total plan assets at beginning of year2019-12-31$335,962
Other income received2019-12-31$45,015
Net income (gross income less expenses)2019-12-31$76,867
Net plan assets at end of year (total assets less liabilities)2019-12-31$412,829
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$335,962
Total contributions received or receivable from employer(s)2019-12-31$40,002
2018 : LARRY L CAVALENA PROFIT SHARING 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$6,537
Total income from all sources2018-12-31$21,545
Expenses. Total of all expenses incurred2018-12-31$8,068
Benefits paid (including direct rollovers)2018-12-31$8,068
Total plan assets at end of year2018-12-31$335,962
Total plan assets at beginning of year2018-12-31$329,022
Other income received2018-12-31$-8,458
Net income (gross income less expenses)2018-12-31$13,477
Net plan assets at end of year (total assets less liabilities)2018-12-31$335,962
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$322,485
Total contributions received or receivable from employer(s)2018-12-31$30,003
2017 : LARRY L CAVALENA PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$36,332
Expenses. Total of all expenses incurred2017-12-31$12,837
Benefits paid (including direct rollovers)2017-12-31$12,837
Total plan assets at end of year2017-12-31$329,022
Total plan assets at beginning of year2017-12-31$305,527
Other income received2017-12-31$31,332
Net income (gross income less expenses)2017-12-31$23,495
Net plan assets at end of year (total assets less liabilities)2017-12-31$329,022
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$305,527
Total contributions received or receivable from employer(s)2017-12-31$5,000
2016 : LARRY L CAVALENA PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$24,587
Total plan assets at end of year2016-12-31$305,527
Total plan assets at beginning of year2016-12-31$280,940
Other income received2016-12-31$14,587
Net income (gross income less expenses)2016-12-31$24,587
Net plan assets at end of year (total assets less liabilities)2016-12-31$305,527
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$280,940
Total contributions received or receivable from employer(s)2016-12-31$10,000
2015 : LARRY L CAVALENA PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$20,539
Total plan assets at end of year2015-12-31$280,940
Total plan assets at beginning of year2015-12-31$260,401
Other income received2015-12-31$-9,461
Net income (gross income less expenses)2015-12-31$20,539
Net plan assets at end of year (total assets less liabilities)2015-12-31$280,940
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$260,401
Total contributions received or receivable from employer(s)2015-12-31$30,000
2014 : LARRY L CAVALENA PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$45,239
Expenses. Total of all expenses incurred2014-12-31$4,630
Benefits paid (including direct rollovers)2014-12-31$4,630
Total plan assets at end of year2014-12-31$260,401
Total plan assets at beginning of year2014-12-31$219,792
Other income received2014-12-31$5,239
Net income (gross income less expenses)2014-12-31$40,609
Net plan assets at end of year (total assets less liabilities)2014-12-31$260,401
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$219,792
Total contributions received or receivable from employer(s)2014-12-31$40,000
2013 : LARRY L CAVALENA PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$38,034
Total plan assets at end of year2013-12-31$219,792
Total plan assets at beginning of year2013-12-31$181,758
Other income received2013-12-31$-1,966
Net income (gross income less expenses)2013-12-31$38,034
Net plan assets at end of year (total assets less liabilities)2013-12-31$219,792
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$181,758
Total contributions received or receivable from employer(s)2013-12-31$40,000
2012 : LARRY L CAVALENA PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$39,878
Total plan assets at end of year2012-12-31$181,758
Total plan assets at beginning of year2012-12-31$141,880
Other income received2012-12-31$9,878
Net income (gross income less expenses)2012-12-31$39,878
Net plan assets at end of year (total assets less liabilities)2012-12-31$181,758
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$141,880
Total contributions received or receivable from employer(s)2012-12-31$30,000
2011 : LARRY L CAVALENA PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$23,610
Total plan assets at end of year2011-12-31$141,880
Total plan assets at beginning of year2011-12-31$118,270
Other income received2011-12-31$-6,390
Net income (gross income less expenses)2011-12-31$23,610
Net plan assets at end of year (total assets less liabilities)2011-12-31$141,880
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$118,270
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : LARRY L CAVALENA PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$39,353
Total plan assets at end of year2010-12-31$118,270
Total plan assets at beginning of year2010-12-31$78,917
Other income received2010-12-31$9,353
Net income (gross income less expenses)2010-12-31$39,353
Net plan assets at end of year (total assets less liabilities)2010-12-31$118,270
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$78,917
Total contributions received or receivable from employer(s)2010-12-31$30,000

Form 5500 Responses for LARRY L CAVALENA PROFIT SHARING

2022: LARRY L CAVALENA PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LARRY L CAVALENA PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LARRY L CAVALENA PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LARRY L CAVALENA PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LARRY L CAVALENA PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LARRY L CAVALENA PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LARRY L CAVALENA PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LARRY L CAVALENA PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LARRY L CAVALENA PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LARRY L CAVALENA PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LARRY L CAVALENA PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LARRY L CAVALENA PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LARRY L CAVALENA PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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