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DANIEL C. HALVORSON PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL C. HALVORSON PROFIT SHARING PLAN
Plan identification number 001

DANIEL C. HALVORSON PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DANIEL C. HALVORSON has sponsored the creation of one or more 401k plans.

Company Name:DANIEL C. HALVORSON
Employer identification number (EIN):550790920
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL C. HALVORSON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JACQUALINE D. HALVORSON
0012017-01-01JACQUALINE D. HALVORSON
0012016-01-01JACQUALINE D. HALVORSON
0012015-01-01JACQUALINE D. HALVORSON
0012014-01-01JACQUALINE D. HALVORSON
0012013-01-01JACQUALINE D. HALVORSON
0012012-01-01JACQUALINE D. HALVORSON
0012011-01-01JACQUALINE D HALVORSON
0012009-01-01JACQUALINE D HALVORSON

Plan Statistics for DANIEL C. HALVORSON PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL C. HALVORSON PROFIT SHARING PLAN

Measure Date Value
2023: DANIEL C. HALVORSON PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011
Number of participants with account balances2023-01-010
2022: DANIEL C. HALVORSON PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-010
2021: DANIEL C. HALVORSON PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: DANIEL C. HALVORSON PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: DANIEL C. HALVORSON PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: DANIEL C. HALVORSON PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: DANIEL C. HALVORSON PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: DANIEL C. HALVORSON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011
2015: DANIEL C. HALVORSON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011
2014: DANIEL C. HALVORSON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011
2013: DANIEL C. HALVORSON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011
2012: DANIEL C. HALVORSON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011
2011: DANIEL C. HALVORSON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011
2009: DANIEL C. HALVORSON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011

Financial Data on DANIEL C. HALVORSON PROFIT SHARING PLAN

Measure Date Value
2023 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$36,573
Expenses. Total of all expenses incurred2023-12-31$193,573
Benefits paid (including direct rollovers)2023-12-31$193,480
Total plan assets at end of year2023-12-31$191,264
Total plan assets at beginning of year2023-12-31$348,264
Expenses. Other expenses not covered elsewhere2023-12-31$93
Other income received2023-12-31$36,573
Net income (gross income less expenses)2023-12-31$-157,000
Net plan assets at end of year (total assets less liabilities)2023-12-31$191,264
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$348,264
2022 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-98,038
Expenses. Total of all expenses incurred2022-12-31$248,054
Benefits paid (including direct rollovers)2022-12-31$247,984
Total plan assets at end of year2022-12-31$348,264
Total plan assets at beginning of year2022-12-31$694,356
Expenses. Other expenses not covered elsewhere2022-12-31$70
Other income received2022-12-31$-98,038
Net income (gross income less expenses)2022-12-31$-346,092
Net plan assets at end of year (total assets less liabilities)2022-12-31$348,264
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$694,356
2021 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$115,404
Expenses. Total of all expenses incurred2021-12-31$206,863
Benefits paid (including direct rollovers)2021-12-31$206,793
Total plan assets at end of year2021-12-31$694,356
Total plan assets at beginning of year2021-12-31$785,815
Expenses. Other expenses not covered elsewhere2021-12-31$70
Other income received2021-12-31$115,404
Net income (gross income less expenses)2021-12-31$-91,459
Net plan assets at end of year (total assets less liabilities)2021-12-31$694,356
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$785,815
2020 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$109,966
Expenses. Total of all expenses incurred2020-12-31$177,943
Benefits paid (including direct rollovers)2020-12-31$177,873
Total plan assets at end of year2020-12-31$785,815
Total plan assets at beginning of year2020-12-31$853,792
Expenses. Other expenses not covered elsewhere2020-12-31$70
Other income received2020-12-31$109,966
Net income (gross income less expenses)2020-12-31$-67,977
Net plan assets at end of year (total assets less liabilities)2020-12-31$785,815
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$853,792
2019 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$161,729
Expenses. Total of all expenses incurred2019-12-31$144,264
Benefits paid (including direct rollovers)2019-12-31$144,194
Total plan assets at end of year2019-12-31$853,792
Total plan assets at beginning of year2019-12-31$836,327
Expenses. Other expenses not covered elsewhere2019-12-31$70
Other income received2019-12-31$161,729
Net income (gross income less expenses)2019-12-31$17,465
Net plan assets at end of year (total assets less liabilities)2019-12-31$853,792
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$836,327
2018 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-31,116
Expenses. Total of all expenses incurred2018-12-31$149,641
Benefits paid (including direct rollovers)2018-12-31$149,571
Total plan assets at end of year2018-12-31$836,327
Total plan assets at beginning of year2018-12-31$1,017,084
Expenses. Other expenses not covered elsewhere2018-12-31$70
Other income received2018-12-31$-31,116
Net income (gross income less expenses)2018-12-31$-180,757
Net plan assets at end of year (total assets less liabilities)2018-12-31$836,327
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,017,084
2017 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$147,439
Expenses. Total of all expenses incurred2017-12-31$128,097
Benefits paid (including direct rollovers)2017-12-31$127,915
Total plan assets at end of year2017-12-31$1,017,084
Total plan assets at beginning of year2017-12-31$997,742
Expenses. Other expenses not covered elsewhere2017-12-31$182
Other income received2017-12-31$147,439
Net income (gross income less expenses)2017-12-31$19,342
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,017,084
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$997,742
2016 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$85,538
Expenses. Total of all expenses incurred2016-12-31$117,167
Benefits paid (including direct rollovers)2016-12-31$116,974
Total plan assets at end of year2016-12-31$997,742
Total plan assets at beginning of year2016-12-31$1,029,371
Expenses. Other expenses not covered elsewhere2016-12-31$193
Other income received2016-12-31$85,538
Net income (gross income less expenses)2016-12-31$-31,629
Net plan assets at end of year (total assets less liabilities)2016-12-31$997,742
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,029,371
2015 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,503
Expenses. Total of all expenses incurred2015-12-31$116,379
Benefits paid (including direct rollovers)2015-12-31$116,201
Total plan assets at end of year2015-12-31$1,029,371
Total plan assets at beginning of year2015-12-31$1,139,247
Expenses. Other expenses not covered elsewhere2015-12-31$178
Other income received2015-12-31$6,503
Net income (gross income less expenses)2015-12-31$-109,876
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,029,371
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,139,247
2014 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$97,279
Expenses. Total of all expenses incurred2014-12-31$106,572
Benefits paid (including direct rollovers)2014-12-31$106,346
Total plan assets at end of year2014-12-31$1,139,247
Total plan assets at beginning of year2014-12-31$1,148,540
Expenses. Other expenses not covered elsewhere2014-12-31$226
Other income received2014-12-31$97,279
Net income (gross income less expenses)2014-12-31$-9,293
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,139,247
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,148,540
2013 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$203,221
Expenses. Total of all expenses incurred2013-12-31$87,765
Benefits paid (including direct rollovers)2013-12-31$87,549
Total plan assets at end of year2013-12-31$1,148,540
Total plan assets at beginning of year2013-12-31$1,033,084
Expenses. Other expenses not covered elsewhere2013-12-31$216
Other income received2013-12-31$203,221
Net income (gross income less expenses)2013-12-31$115,456
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,148,540
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,033,084
2012 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$116,994
Expenses. Total of all expenses incurred2012-12-31$77,906
Benefits paid (including direct rollovers)2012-12-31$77,656
Total plan assets at end of year2012-12-31$1,033,084
Total plan assets at beginning of year2012-12-31$993,996
Expenses. Other expenses not covered elsewhere2012-12-31$250
Other income received2012-12-31$116,994
Net income (gross income less expenses)2012-12-31$39,088
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,033,084
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$993,996
2011 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,843
Expenses. Total of all expenses incurred2011-12-31$75,656
Benefits paid (including direct rollovers)2011-12-31$75,421
Total plan assets at end of year2011-12-31$993,996
Total plan assets at beginning of year2011-12-31$1,040,809
Expenses. Other expenses not covered elsewhere2011-12-31$235
Other income received2011-12-31$28,843
Net income (gross income less expenses)2011-12-31$-46,813
Net plan assets at end of year (total assets less liabilities)2011-12-31$993,996
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,040,809
2010 : DANIEL C. HALVORSON PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,657
Expenses. Total of all expenses incurred2010-12-31$68,065
Benefits paid (including direct rollovers)2010-12-31$67,785
Total plan assets at end of year2010-12-31$1,040,809
Total plan assets at beginning of year2010-12-31$1,003,217
Expenses. Other expenses not covered elsewhere2010-12-31$280
Other income received2010-12-31$105,657
Net income (gross income less expenses)2010-12-31$37,592
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,040,809
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,003,217

Form 5500 Responses for DANIEL C. HALVORSON PROFIT SHARING PLAN

2023: DANIEL C. HALVORSON PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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: DANIEL C. HALVORSON PROFIT SHARING PLAN 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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