WILLIAM DUNKEL AND ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN
| Measure | Date | Value |
|---|
| 2014: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| 2013: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Number of employers contributing to the scheme | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2014 : WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $96,669 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,368,425 |
| Total plan assets at beginning of year | 2014-12-31 | $2,271,756 |
| Other income received | 2014-12-31 | $68,412 |
| Net income (gross income less expenses) | 2014-12-31 | $96,669 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,368,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,271,756 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $28,257 |
| 2013 : WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $321,255 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,271,756 |
| Total plan assets at beginning of year | 2013-12-31 | $1,950,501 |
| Other income received | 2013-12-31 | $298,575 |
| Net income (gross income less expenses) | 2013-12-31 | $321,255 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,271,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,950,501 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,680 |
| 2012 : WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $157,773 |
| Total plan assets at end of year | 2012-12-31 | $1,950,501 |
| Total plan assets at beginning of year | 2012-12-31 | $1,972,728 |
| Other income received | 2012-12-31 | $127,980 |
| Net income (gross income less expenses) | 2012-12-31 | $157,773 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,950,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,972,728 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $29,793 |
| 2011 : WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-19,054 |
| Total plan assets at end of year | 2011-12-31 | $1,792,728 |
| Total plan assets at beginning of year | 2011-12-31 | $1,811,782 |
| Other income received | 2011-12-31 | $-29,720 |
| Net income (gross income less expenses) | 2011-12-31 | $-19,054 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,792,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,811,782 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,666 |
| 2010 : WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $172,440 |
| Total plan assets at end of year | 2010-12-31 | $1,811,782 |
| Total plan assets at beginning of year | 2010-12-31 | $1,639,342 |
| Other income received | 2010-12-31 | $140,804 |
| Net income (gross income less expenses) | 2010-12-31 | $172,440 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,811,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,639,342 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,636 |
| 2014: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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