Logo

DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameDIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN
Plan identification number 001

DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

DIETZ & JARRARD, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DIETZ & JARRARD, P.C.
Employer identification number (EIN):742587228
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about DIETZ & JARRARD, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1991-01-10
Company Identification Number: 0091587502
Legal Registered Office Address: 106 FANNIN AVE

ROUND ROCK
United States of America (USA)
78664

More information about DIETZ & JARRARD, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELISSA DIETZ2024-07-26 MELISSA DIETZ2024-07-26
0012022-01-01MELISSA DIETZ2023-07-20 MELISSA DIETZ2023-07-20
0012021-01-01MELISSA G DIETZ2022-06-28 MELISSA G DIETZ2022-06-28
0012020-01-01MELISSA DIETZ2021-06-28 MELISSA DIETZ2021-06-28
0012019-01-01MELISSA DIETZ2020-07-23 MELISSA DIETZ2020-07-23
0012018-01-01MELISSA DIETZ2019-07-01 MELISSA DIETZ2019-07-01
0012017-01-01MELISSA G DIETZ2018-07-10 MELISSA G DIETZ2018-07-10
0012016-01-01MELISSA DIETZ2017-07-06 MELISSA DIETZ2017-07-06
0012015-01-01MELISSA DIETZ MELISSA DIETZ2016-06-29
0012014-01-01MELISSA DIETZ MELISSA DIETZ2015-07-08
0012013-01-01MELISSA G. DIETZ MELISSA G. DIETZ2014-06-19
0012012-01-01MELISSA DIETZ MELISSA DIETZ2013-07-08
0012011-01-01MELISSA G. DIETZ
0012010-01-01MELISSA DIETZ
0012009-01-01MELISSA DIETZ
0012009-01-01

Plan Statistics for DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2015: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
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 participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
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 participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2015 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$97,979
Expenses. Total of all expenses incurred2015-12-31$21,669
Benefits paid (including direct rollovers)2015-12-31$21,669
Total plan assets at end of year2015-12-31$1,700,687
Total plan assets at beginning of year2015-12-31$1,624,377
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$60,105
Other income received2015-12-31$11,289
Net income (gross income less expenses)2015-12-31$76,310
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,700,687
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,624,377
Assets. Value of participant loans2015-12-31$102,663
Total contributions received or receivable from employer(s)2015-12-31$26,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$148,391
Expenses. Total of all expenses incurred2014-12-31$312
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,624,377
Total plan assets at beginning of year2014-12-31$1,476,298
Total contributions received or receivable from participants2014-12-31$56,956
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$66,202
Net income (gross income less expenses)2014-12-31$148,079
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,624,377
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,476,298
Assets. Value of participant loans2014-12-31$74,706
Total contributions received or receivable from employer(s)2014-12-31$25,233
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$312
2013 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$198,868
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,476,298
Total plan assets at beginning of year2013-12-31$1,277,430
Total contributions received or receivable from participants2013-12-31$13,183
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$160,413
Net income (gross income less expenses)2013-12-31$198,868
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,476,298
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,277,430
Assets. Value of participant loans2013-12-31$79,731
Total contributions received or receivable from employer(s)2013-12-31$25,272
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,999
Expenses. Total of all expenses incurred2012-12-31$57
Benefits paid (including direct rollovers)2012-12-31$57
Total plan assets at end of year2012-12-31$1,277,430
Total plan assets at beginning of year2012-12-31$1,149,490
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$13,994
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$89,200
Net income (gross income less expenses)2012-12-31$127,942
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,277,430
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,149,490
Assets. Value of participant loans2012-12-31$75,389
Total contributions received or receivable from employer(s)2012-12-31$24,805
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$92,171
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,149,490
Total plan assets at beginning of year2011-12-31$1,057,318
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$53,616
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$12,797
Net income (gross income less expenses)2011-12-31$92,171
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,149,490
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,057,318
Assets. Value of participant loans2011-12-31$92,252
Total contributions received or receivable from employer(s)2011-12-31$25,758
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$159,309
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,057,318
Total plan assets at beginning of year2010-12-31$898,009
Value of fidelity bond covering the plan2010-12-31$106,000
Total contributions received or receivable from participants2010-12-31$57,896
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$76,842
Net income (gross income less expenses)2010-12-31$159,309
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,057,318
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$898,009
Assets. Value of participant loans2010-12-31$37,257
Total contributions received or receivable from employer(s)2010-12-31$24,571
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN

2015: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DIETZ & JARRARD, P.C. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1