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DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameDANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN
Plan identification number 002

DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JACQUALINE D. HALVORSON
0022017-01-01JACQUALINE D. HALVORSON
0022016-01-01JACQUALINE D. HALVORSON
0022015-01-01JACQUALINE D. HALVORSON
0022014-01-01JACQUALINE D. HALVORSON
0022013-01-01JACQUALINE D. HALVORSON
0022012-01-01JACQUALINE D. HALVORSON
0022011-01-01JACQUALINE D HALVORSON
0022009-01-01JACQUALINE D HALVORSON

Plan Statistics for 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-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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 balances2021-01-010
2020: DANIEL C. HALVORSON MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION PLAN

Measure Date Value
2023 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources2023-12-31$16,682
Expenses. Total of all expenses incurred2023-12-31$53,303
Benefits paid (including direct rollovers)2023-12-31$53,253
Total plan assets at end of year2023-12-31$59,234
Total plan assets at beginning of year2023-12-31$95,855
Expenses. Other expenses not covered elsewhere2023-12-31$50
Other income received2023-12-31$16,682
Net income (gross income less expenses)2023-12-31$-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$95,855
2022 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$-74,401
Expenses. Total of all expenses incurred2022-12-31$94,649
Benefits paid (including direct rollovers)2022-12-31$94,609
Total plan assets at end of year2022-12-31$95,855
Total plan assets at beginning of year2022-12-31$264,905
Expenses. Other expenses not covered elsewhere2022-12-31$40
Other income received2022-12-31$-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 sources2021-12-31$51,181
Expenses. Total of all expenses incurred2021-12-31$76,384
Benefits paid (including direct rollovers)2021-12-31$76,344
Total plan assets at end of year2021-12-31$264,905
Total plan assets at beginning of year2021-12-31$290,108
Expenses. Other expenses not covered elsewhere2021-12-31$40
Other income received2021-12-31$51,181
Net income (gross income less expenses)2021-12-31$-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 sources2020-12-31$86,438
Expenses. Total of all expenses incurred2020-12-31$53,648
Benefits paid (including direct rollovers)2020-12-31$53,608
Total plan assets at end of year2020-12-31$290,108
Total plan assets at beginning of year2020-12-31$257,318
Expenses. Other expenses not covered elsewhere2020-12-31$40
Other income received2020-12-31$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 sources2019-12-31$66,235
Expenses. Total of all expenses incurred2019-12-31$39,858
Benefits paid (including direct rollovers)2019-12-31$39,818
Total plan assets at end of year2019-12-31$257,318
Total plan assets at beginning of year2019-12-31$230,941
Expenses. Other expenses not covered elsewhere2019-12-31$40
Other income received2019-12-31$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$230,941
2018 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-11,945
Expenses. Total of all expenses incurred2018-12-31$41,924
Benefits paid (including direct rollovers)2018-12-31$41,884
Total plan assets at end of year2018-12-31$230,941
Total plan assets at beginning of year2018-12-31$284,810
Expenses. Other expenses not covered elsewhere2018-12-31$40
Other income received2018-12-31$-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 sources2017-12-31$67,156
Expenses. Total of all expenses incurred2017-12-31$32,137
Benefits paid (including direct rollovers)2017-12-31$32,024
Total plan assets at end of year2017-12-31$284,810
Total plan assets at beginning of year2017-12-31$249,791
Expenses. Other expenses not covered elsewhere2017-12-31$113
Other income received2017-12-31$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 sources2016-12-31$16,681
Expenses. Total of all expenses incurred2016-12-31$30,018
Benefits paid (including direct rollovers)2016-12-31$29,901
Total plan assets at end of year2016-12-31$249,791
Total plan assets at beginning of year2016-12-31$263,128
Expenses. Other expenses not covered elsewhere2016-12-31$117
Other income received2016-12-31$16,681
Net income (gross income less expenses)2016-12-31$-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 sources2015-12-31$14,496
Expenses. Total of all expenses incurred2015-12-31$28,374
Benefits paid (including direct rollovers)2015-12-31$28,266
Total plan assets at end of year2015-12-31$263,128
Total plan assets at beginning of year2015-12-31$277,006
Expenses. Other expenses not covered elsewhere2015-12-31$108
Other income received2015-12-31$14,496
Net income (gross income less expenses)2015-12-31$-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 sources2014-12-31$19,907
Expenses. Total of all expenses incurred2014-12-31$26,392
Benefits paid (including direct rollovers)2014-12-31$26,249
Total plan assets at end of year2014-12-31$277,006
Total plan assets at beginning of year2014-12-31$283,491
Expenses. Other expenses not covered elsewhere2014-12-31$143
Other income received2014-12-31$19,907
Net income (gross income less expenses)2014-12-31$-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 sources2013-12-31$71,324
Expenses. Total of all expenses incurred2013-12-31$19,786
Benefits paid (including direct rollovers)2013-12-31$19,657
Total plan assets at end of year2013-12-31$283,491
Total plan assets at beginning of year2013-12-31$231,953
Expenses. Other expenses not covered elsewhere2013-12-31$129
Other income received2013-12-31$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 sources2012-12-31$42,299
Expenses. Total of all expenses incurred2012-12-31$16,221
Benefits paid (including direct rollovers)2012-12-31$16,084
Total plan assets at end of year2012-12-31$231,953
Total plan assets at beginning of year2012-12-31$205,875
Expenses. Other expenses not covered elsewhere2012-12-31$137
Other income received2012-12-31$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$205,875
2011 : DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-13,539
Expenses. Total of all expenses incurred2011-12-31$17,274
Benefits paid (including direct rollovers)2011-12-31$17,151
Total plan assets at end of year2011-12-31$205,875
Total plan assets at beginning of year2011-12-31$236,688
Expenses. Other expenses not covered elsewhere2011-12-31$123
Other income received2011-12-31$-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 sources2010-12-31$27,960
Expenses. Total of all expenses incurred2010-12-31$15,273
Benefits paid (including direct rollovers)2010-12-31$15,135
Total plan assets at end of year2010-12-31$236,688
Total plan assets at beginning of year2010-12-31$224,001
Expenses. Other expenses not covered elsewhere2010-12-31$138
Other income received2010-12-31$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

Form 5500 Responses for DANIEL C. HALVORSON MONEY PURCHASE PENSION PLAN

2023: DANIEL C. HALVORSON MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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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