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DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN
Plan identification number 001

DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAW OFFICES OF DANIEL W. DOUGLASS, APC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF DANIEL W. DOUGLASS, APC
Employer identification number (EIN):680521028
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL W. DOUGLASS DEFINED BENEFIT PENSION 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01DANIEL W. DOUGLASS
0012012-01-01DANIEL W. DOUGLASS
0012011-01-01DANIEL W. DOUGLASS
0012009-01-01DANIEL W. DOUGLASS
0012009-01-01DANIEL W. DOUGLASS

Plan Statistics for DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,921,479
Acturial value of plan assets2022-12-313,921,479
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-313,698,603
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-313,698,603
Total participant count2022-12-313
Total funding target for all participants2022-12-313,698,603
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31303,017
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31303,017
Present value of excess contributions2022-12-31299,600
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31299,600
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31299,600
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31654,190
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31294,207
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31237,334
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3114,458
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3114,458
Contributions allocatedtoward minimum required contributions for current year2022-12-31294,207
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-314,394,204
Acturial value of plan assets2021-12-314,394,204
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-313,449,482
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-313,449,482
Total participant count2021-12-313
Total funding target for all participants2021-12-313,449,482
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31303,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31303,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31303,017
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31303,017
Total employer contributions2021-12-31300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31299,600
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31163,467
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31299,600
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,553,421
Acturial value of plan assets2020-12-313,553,421
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-313,206,228
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-313,206,228
Total participant count2020-12-313
Total funding target for all participants2020-12-313,206,228
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3198,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3198,354
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3198,354
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3198,354
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31300,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31303,017
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31175,649
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31303,017
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,942,730
Acturial value of plan assets2019-12-312,942,730
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-313,052,823
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-313,052,823
Total participant count2019-12-313
Total funding target for all participants2019-12-313,052,823
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-314
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-314
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31300,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31303,289
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31177,284
Net shortfall amortization installment of oustanding balance2019-12-31110,093
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31204,935
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31204,935
Contributions allocatedtoward minimum required contributions for current year2019-12-31303,289
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,282,815
Acturial value of plan assets2018-12-312,282,815
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,679,327
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,679,327
Total participant count2018-12-313
Total funding target for all participants2018-12-312,679,327
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31101,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31101,113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31101,113
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31101,113
Total employer contributions2018-12-31300,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31301,590
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31326,081
Net shortfall amortization installment of oustanding balance2018-12-31503,146
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31408,220
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31106,634
Additional cash requirement2018-12-31301,586
Contributions allocatedtoward minimum required contributions for current year2018-12-31301,590
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,395,141
Acturial value of plan assets2017-12-312,395,141
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,121,933
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-312,121,933
Total participant count2017-12-313
Total funding target for all participants2017-12-312,121,933
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3116,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3116,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3116,003
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3116,003
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31197,374
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31369,469
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3196,261
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3196,261
Contributions allocatedtoward minimum required contributions for current year2017-12-31197,374
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,966,809
Acturial value of plan assets2016-12-311,966,809
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,623,931
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,623,931
Total participant count2016-12-313
Total funding target for all participants2016-12-312,623,931
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3114,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3114,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3114,942
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3114,942
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31195,758
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3167,903
Net shortfall amortization installment of oustanding balance2016-12-31657,122
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31179,755
Additional cash requirement2016-12-31179,755
Contributions allocatedtoward minimum required contributions for current year2016-12-31195,758
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2014: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014 : DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$350,195
Expenses. Total of all expenses incurred2014-12-31$625
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,841,993
Total plan assets at beginning of year2014-12-31$3,492,423
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$150,195
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$349,570
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,841,993
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,492,423
Total contributions received or receivable from employer(s)2014-12-31$200,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$707,963
Expenses. Total of all expenses incurred2013-12-31$577
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,492,423
Total plan assets at beginning of year2013-12-31$2,785,037
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$507,963
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$707,386
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,492,423
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,785,037
Total contributions received or receivable from employer(s)2013-12-31$200,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$498,422
Expenses. Total of all expenses incurred2012-12-31$480
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,785,037
Total plan assets at beginning of year2012-12-31$2,287,095
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$298,422
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$497,942
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,785,037
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,287,095
Total contributions received or receivable from employer(s)2012-12-31$200,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$480
2011 : DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$96,464
Expenses. Total of all expenses incurred2011-12-31$35
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,287,095
Total plan assets at beginning of year2011-12-31$2,190,666
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-103,536
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$96,429
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,287,095
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,190,666
Total contributions received or receivable from employer(s)2011-12-31$200,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$35
2010 : DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$366,127
Expenses. Total of all expenses incurred2010-12-31$35
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,190,666
Total plan assets at beginning of year2010-12-31$1,824,574
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$156,127
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$366,092
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,190,666
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,824,574
Total contributions received or receivable from employer(s)2010-12-31$210,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$35

Form 5500 Responses for DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN

2014: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DANIEL W. DOUGLASS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2333154
Policy instance 1
Insurance contract or identification number2333154
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker nameDOUGLAS LAGERSTROM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2333154
Policy instance 1
Insurance contract or identification number2333154
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Insurance broker nameDOUGLAS LAGERSTROM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number2333154
Policy instance 1
Insurance contract or identification number2333154
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker nameDOUGLAS LAGERSTROM
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2333148
Policy instance 1
Insurance contract or identification number2333148
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2333148
Policy instance 1
Insurance contract or identification number2333148
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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