RONALD E WORTHEN PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: RONALD E WORTHEN PC PSP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 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 | 0 |
| Total participants | 2023-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: RONALD E WORTHEN PC PSP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: RONALD E WORTHEN PC PSP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: RONALD E WORTHEN PC PSP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RONALD E WORTHEN PC PSP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: RONALD E WORTHEN PC PSP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: RONALD E WORTHEN PC PSP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: RONALD E WORTHEN PC PSP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: RONALD E WORTHEN PC PSP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: RONALD E WORTHEN PC PSP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: RONALD E WORTHEN PC PSP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: RONALD E WORTHEN PC PSP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2011: RONALD E WORTHEN PC PSP 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: RONALD E WORTHEN PC PSP 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : RONALD E WORTHEN PC PSP 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,093 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $94,798 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $94,108 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $92,705 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $465 |
| Other income received | 2023-12-31 | $2,093 |
| Net income (gross income less expenses) | 2023-12-31 | $-92,705 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $92,705 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $225 |
| 2022 : RONALD E WORTHEN PC PSP 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-18,985 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,286 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,979 |
| Total plan assets at end of year | 2022-12-31 | $92,705 |
| Total plan assets at beginning of year | 2022-12-31 | $114,976 |
| Other income received | 2022-12-31 | $-19,010 |
| Net income (gross income less expenses) | 2022-12-31 | $-22,271 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $92,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $114,976 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $25 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $307 |
| 2021 : RONALD E WORTHEN PC PSP 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $14,439 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,810 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,925 |
| Total plan assets at end of year | 2021-12-31 | $114,976 |
| Total plan assets at beginning of year | 2021-12-31 | $105,347 |
| Other income received | 2021-12-31 | $12,339 |
| Net income (gross income less expenses) | 2021-12-31 | $9,629 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $114,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $105,347 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $2,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $885 |
| 2020 : RONALD E WORTHEN PC PSP 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $20,671 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $841 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $540 |
| Total plan assets at end of year | 2020-12-31 | $105,347 |
| Total plan assets at beginning of year | 2020-12-31 | $85,517 |
| Other income received | 2020-12-31 | $20,671 |
| Net income (gross income less expenses) | 2020-12-31 | $19,830 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $105,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $85,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $301 |
| 2019 : RONALD E WORTHEN PC PSP 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $14,289 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,099 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,799 |
| Total plan assets at end of year | 2019-12-31 | $85,517 |
| Total plan assets at beginning of year | 2019-12-31 | $74,327 |
| Other income received | 2019-12-31 | $14,289 |
| Net income (gross income less expenses) | 2019-12-31 | $11,190 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $85,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $74,327 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $300 |
| 2018 : RONALD E WORTHEN PC PSP 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-6,022 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,143 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,843 |
| Total plan assets at end of year | 2018-12-31 | $74,327 |
| Total plan assets at beginning of year | 2018-12-31 | $83,492 |
| Other income received | 2018-12-31 | $-6,022 |
| Net income (gross income less expenses) | 2018-12-31 | $-9,165 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $74,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $83,492 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $300 |
| 2017 : RONALD E WORTHEN PC PSP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $14,206 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,693 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,393 |
| Total plan assets at end of year | 2017-12-31 | $83,492 |
| Total plan assets at beginning of year | 2017-12-31 | $71,979 |
| Other income received | 2017-12-31 | $14,206 |
| Net income (gross income less expenses) | 2017-12-31 | $11,513 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $83,492 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $71,979 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $300 |
| 2016 : RONALD E WORTHEN PC PSP 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $4,047 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,483 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,183 |
| Total plan assets at end of year | 2016-12-31 | $71,979 |
| Total plan assets at beginning of year | 2016-12-31 | $70,415 |
| Other income received | 2016-12-31 | $4,047 |
| Net income (gross income less expenses) | 2016-12-31 | $1,564 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $71,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $70,415 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $300 |
| 2015 : RONALD E WORTHEN PC PSP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,933 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,589 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,289 |
| Total plan assets at end of year | 2015-12-31 | $70,415 |
| Total plan assets at beginning of year | 2015-12-31 | $71,071 |
| Other income received | 2015-12-31 | $1,933 |
| Net income (gross income less expenses) | 2015-12-31 | $-656 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $70,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $71,071 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $300 |
| 2014 : RONALD E WORTHEN PC PSP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $3,439 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,437 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,137 |
| Total plan assets at end of year | 2014-12-31 | $71,071 |
| Total plan assets at beginning of year | 2014-12-31 | $70,069 |
| Other income received | 2014-12-31 | $3,439 |
| Net income (gross income less expenses) | 2014-12-31 | $1,002 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $71,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $70,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $300 |
| 2013 : RONALD E WORTHEN PC PSP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $11,034 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $522 |
| Total plan assets at end of year | 2013-12-31 | $70,069 |
| Total plan assets at beginning of year | 2013-12-31 | $59,557 |
| Other income received | 2013-12-31 | $11,034 |
| Net income (gross income less expenses) | 2013-12-31 | $10,512 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $70,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $59,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $522 |
| 2012 : RONALD E WORTHEN PC PSP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $6,898 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $300 |
| Total plan assets at end of year | 2012-12-31 | $59,557 |
| Total plan assets at beginning of year | 2012-12-31 | $52,959 |
| Other income received | 2012-12-31 | $6,898 |
| Net income (gross income less expenses) | 2012-12-31 | $6,598 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $59,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $300 |
| 2011 : RONALD E WORTHEN PC PSP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-1,348 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $300 |
| Total plan assets at end of year | 2011-12-31 | $52,959 |
| Total plan assets at beginning of year | 2011-12-31 | $54,607 |
| Other income received | 2011-12-31 | $-1,348 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,648 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $52,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $54,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $300 |
| 2010 : RONALD E WORTHEN PC PSP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $3,605 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $300 |
| Total plan assets at end of year | 2010-12-31 | $54,607 |
| Total plan assets at beginning of year | 2010-12-31 | $51,302 |
| Other income received | 2010-12-31 | $3,605 |
| Net income (gross income less expenses) | 2010-12-31 | $3,305 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $54,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $51,302 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $300 |
| 2023: RONALD E WORTHEN PC PSP 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 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: RONALD E WORTHEN PC PSP 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RONALD E WORTHEN PC PSP 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
