DANIEL C. HALVORSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN
Measure | Date | Value |
---|
2023: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 1 |
Number of participants with account balances | 2023-01-01 | 0 |
2022: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 0 |
2021: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
2019: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
2017: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
2016: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
2015: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
2014: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
2013: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
2012: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
2011: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
2009: DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1 |
Measure | Date | Value |
---|
2023 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $16,682 |
Expenses. Total of all expenses incurred | 2023-12-31 | $53,303 |
Benefits paid (including direct rollovers) | 2023-12-31 | $53,253 |
Total plan assets at end of year | 2023-12-31 | $59,234 |
Total plan assets at beginning of year | 2023-12-31 | $95,855 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $50 |
Other income received | 2023-12-31 | $16,682 |
Net income (gross income less expenses) | 2023-12-31 | $-36,621 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $59,234 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $95,855 |
2022 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-74,401 |
Expenses. Total of all expenses incurred | 2022-12-31 | $94,649 |
Benefits paid (including direct rollovers) | 2022-12-31 | $94,609 |
Total plan assets at end of year | 2022-12-31 | $95,855 |
Total plan assets at beginning of year | 2022-12-31 | $264,905 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $40 |
Other income received | 2022-12-31 | $-74,401 |
Net income (gross income less expenses) | 2022-12-31 | $-169,050 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $95,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $264,905 |
2021 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $51,181 |
Expenses. Total of all expenses incurred | 2021-12-31 | $76,384 |
Benefits paid (including direct rollovers) | 2021-12-31 | $76,344 |
Total plan assets at end of year | 2021-12-31 | $264,905 |
Total plan assets at beginning of year | 2021-12-31 | $290,108 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $40 |
Other income received | 2021-12-31 | $51,181 |
Net income (gross income less expenses) | 2021-12-31 | $-25,203 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $264,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $290,108 |
2020 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $86,438 |
Expenses. Total of all expenses incurred | 2020-12-31 | $53,648 |
Benefits paid (including direct rollovers) | 2020-12-31 | $53,608 |
Total plan assets at end of year | 2020-12-31 | $290,108 |
Total plan assets at beginning of year | 2020-12-31 | $257,318 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $40 |
Other income received | 2020-12-31 | $86,438 |
Net income (gross income less expenses) | 2020-12-31 | $32,790 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $290,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $257,318 |
2019 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $66,235 |
Expenses. Total of all expenses incurred | 2019-12-31 | $39,858 |
Benefits paid (including direct rollovers) | 2019-12-31 | $39,818 |
Total plan assets at end of year | 2019-12-31 | $257,318 |
Total plan assets at beginning of year | 2019-12-31 | $230,941 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $40 |
Other income received | 2019-12-31 | $66,235 |
Net income (gross income less expenses) | 2019-12-31 | $26,377 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $257,318 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $230,941 |
2018 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-11,945 |
Expenses. Total of all expenses incurred | 2018-12-31 | $41,924 |
Benefits paid (including direct rollovers) | 2018-12-31 | $41,884 |
Total plan assets at end of year | 2018-12-31 | $230,941 |
Total plan assets at beginning of year | 2018-12-31 | $284,810 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $40 |
Other income received | 2018-12-31 | $-11,945 |
Net income (gross income less expenses) | 2018-12-31 | $-53,869 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $230,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $284,810 |
2017 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $67,156 |
Expenses. Total of all expenses incurred | 2017-12-31 | $32,137 |
Benefits paid (including direct rollovers) | 2017-12-31 | $32,024 |
Total plan assets at end of year | 2017-12-31 | $284,810 |
Total plan assets at beginning of year | 2017-12-31 | $249,791 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $113 |
Other income received | 2017-12-31 | $67,156 |
Net income (gross income less expenses) | 2017-12-31 | $35,019 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $284,810 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $249,791 |
2016 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $16,681 |
Expenses. Total of all expenses incurred | 2016-12-31 | $30,018 |
Benefits paid (including direct rollovers) | 2016-12-31 | $29,901 |
Total plan assets at end of year | 2016-12-31 | $249,791 |
Total plan assets at beginning of year | 2016-12-31 | $263,128 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $117 |
Other income received | 2016-12-31 | $16,681 |
Net income (gross income less expenses) | 2016-12-31 | $-13,337 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $249,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $263,128 |
2015 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $14,496 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28,374 |
Benefits paid (including direct rollovers) | 2015-12-31 | $28,266 |
Total plan assets at end of year | 2015-12-31 | $263,128 |
Total plan assets at beginning of year | 2015-12-31 | $277,006 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $108 |
Other income received | 2015-12-31 | $14,496 |
Net income (gross income less expenses) | 2015-12-31 | $-13,878 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $263,128 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $277,006 |
2014 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $19,907 |
Expenses. Total of all expenses incurred | 2014-12-31 | $26,392 |
Benefits paid (including direct rollovers) | 2014-12-31 | $26,249 |
Total plan assets at end of year | 2014-12-31 | $277,006 |
Total plan assets at beginning of year | 2014-12-31 | $283,491 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $143 |
Other income received | 2014-12-31 | $19,907 |
Net income (gross income less expenses) | 2014-12-31 | $-6,485 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $277,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $283,491 |
2013 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $71,324 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,786 |
Benefits paid (including direct rollovers) | 2013-12-31 | $19,657 |
Total plan assets at end of year | 2013-12-31 | $283,491 |
Total plan assets at beginning of year | 2013-12-31 | $231,953 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $129 |
Other income received | 2013-12-31 | $71,324 |
Net income (gross income less expenses) | 2013-12-31 | $51,538 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $283,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $231,953 |
2012 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $42,299 |
Expenses. Total of all expenses incurred | 2012-12-31 | $16,221 |
Benefits paid (including direct rollovers) | 2012-12-31 | $16,084 |
Total plan assets at end of year | 2012-12-31 | $231,953 |
Total plan assets at beginning of year | 2012-12-31 | $205,875 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $137 |
Other income received | 2012-12-31 | $42,299 |
Net income (gross income less expenses) | 2012-12-31 | $26,078 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $231,953 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $205,875 |
2011 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-13,539 |
Expenses. Total of all expenses incurred | 2011-12-31 | $17,274 |
Benefits paid (including direct rollovers) | 2011-12-31 | $17,151 |
Total plan assets at end of year | 2011-12-31 | $205,875 |
Total plan assets at beginning of year | 2011-12-31 | $236,688 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $123 |
Other income received | 2011-12-31 | $-13,539 |
Net income (gross income less expenses) | 2011-12-31 | $-30,813 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $205,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $236,688 |
2010 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $27,960 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,273 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,135 |
Total plan assets at end of year | 2010-12-31 | $236,688 |
Total plan assets at beginning of year | 2010-12-31 | $224,001 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $138 |
Other income received | 2010-12-31 | $27,960 |
Net income (gross income less expenses) | 2010-12-31 | $12,687 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $236,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $224,001 |
2023: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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: DANIEL C. HALVORSON MONEY PURCHASE 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 |