O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC, LLO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN
401k plan membership statisitcs for O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN
| Measure | Date | Value |
|---|
| 2023: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 19 |
| 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 | 6 |
| 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 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
| 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 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 21 |
| Number of participants with account balances | 2022-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| 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 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 22 |
| Number of participants with account balances | 2021-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
| 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 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 21 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,065,396 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $813,370 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $507,587 |
| Total plan assets at end of year | 2023-12-31 | $5,927,907 |
| Total plan assets at beginning of year | 2023-12-31 | $5,675,881 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $213,546 |
| Other income received | 2023-12-31 | $750,019 |
| Net income (gross income less expenses) | 2023-12-31 | $252,026 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,927,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,675,881 |
| Assets. Value of participant loans | 2023-12-31 | $2,813 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $250,254 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $101,831 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $305,783 |
| 2022 : O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-545,636 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $474,533 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $445,280 |
| Total plan assets at end of year | 2022-12-31 | $5,675,881 |
| Total plan assets at beginning of year | 2022-12-31 | $6,696,050 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $200,587 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $13,195 |
| Other income received | 2022-12-31 | $-854,618 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,020,169 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,675,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,696,050 |
| Assets. Value of participant loans | 2022-12-31 | $15,769 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $183,849 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $95,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $29,253 |
| 2021 : O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,066,638 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,967,833 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,930,672 |
| Total plan assets at end of year | 2021-12-31 | $6,696,050 |
| Total plan assets at beginning of year | 2021-12-31 | $7,597,245 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $250,284 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $4,787 |
| Other income received | 2021-12-31 | $705,518 |
| Net income (gross income less expenses) | 2021-12-31 | $-901,195 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,696,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,597,245 |
| Assets. Value of participant loans | 2021-12-31 | $22,279 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $413,897 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $106,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $37,161 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,158,933 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $81,773 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $60,871 |
| Total plan assets at end of year | 2020-12-31 | $7,597,245 |
| Total plan assets at beginning of year | 2020-12-31 | $6,520,085 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $225,548 |
| Other income received | 2020-12-31 | $834,433 |
| Net income (gross income less expenses) | 2020-12-31 | $1,077,160 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,597,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,520,085 |
| Assets. Value of participant loans | 2020-12-31 | $27,786 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $459,632 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $98,952 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,902 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,084,435 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $537,592 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $523,521 |
| Total plan assets at end of year | 2019-12-31 | $6,520,085 |
| Total plan assets at beginning of year | 2019-12-31 | $5,973,242 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $198,145 |
| Other income received | 2019-12-31 | $787,223 |
| Net income (gross income less expenses) | 2019-12-31 | $546,843 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,520,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,973,242 |
| Assets. Value of participant loans | 2019-12-31 | $23,888 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $488,391 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $99,067 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,071 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2023: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS 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: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS 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: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS 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: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2019: O NEILL, HEINRICH, DAMKROGER, BERGMEYER & SHULTZ PC LLO 401(K) PS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
