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DAVID L. ADAMS ASSOCIATES PS PLAN 401k Plan overview

Plan NameDAVID L. ADAMS ASSOCIATES PS PLAN
Plan identification number 001

DAVID L. ADAMS ASSOCIATES PS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID L. ADAMS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. ADAMS ASSOCIATES, INC.
Employer identification number (EIN):840915825
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about DAVID L. ADAMS ASSOCIATES, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1983-07-01
Company Identification Number: 19871528932
Legal Registered Office Address: 1536 N Ogden St

Denver
United States of America (USA)
80218

More information about DAVID L. ADAMS ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. ADAMS ASSOCIATES PS 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
0012017-01-01PEIBO ZHANG
0012016-01-01PEIBO ZHANG
0012015-01-01PEIBO ZHANG
0012014-01-01PEIBO ZHANG
0012013-01-01DAVID ADAMS
0012012-01-01DAVID ADAMS
0012011-01-01DAVID ADAMS2012-05-15 DAVID ADAMS2012-05-15
0012010-01-01DAVID ADAMS2011-07-08 DAVID ADAMS2011-07-08

Plan Statistics for DAVID L. ADAMS ASSOCIATES PS PLAN

401k plan membership statisitcs for DAVID L. ADAMS ASSOCIATES PS PLAN

Measure Date Value
2023: DAVID L. ADAMS ASSOCIATES PS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0125
Total number of active participants reported on line 7a of the Form 55002023-01-0115
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0124
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: DAVID L. ADAMS ASSOCIATES PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0125
Total participants2022-01-0125
Number of participants with account balances2022-01-0125
2021: DAVID L. ADAMS ASSOCIATES PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0122
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: DAVID L. ADAMS ASSOCIATES PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0121
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0120
Total participants2020-01-0120
Number of participants with account balances2020-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: DAVID L. ADAMS ASSOCIATES PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0121
Total participants2019-01-0121
Number of participants with account balances2019-01-0120
2018: DAVID L. ADAMS ASSOCIATES PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DAVID L. ADAMS ASSOCIATES PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID L. ADAMS ASSOCIATES PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID L. ADAMS ASSOCIATES PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID L. ADAMS ASSOCIATES PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0114
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 participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID L. ADAMS ASSOCIATES PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0114
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 participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID L. ADAMS ASSOCIATES PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on DAVID L. ADAMS ASSOCIATES PS PLAN

Measure Date Value
2023 : DAVID L. ADAMS ASSOCIATES PS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$591,330
Expenses. Total of all expenses incurred2023-12-31$14,012
Benefits paid (including direct rollovers)2023-12-31$13,774
Total plan assets at end of year2023-12-31$2,464,464
Total plan assets at beginning of year2023-12-31$1,887,146
Value of fidelity bond covering the plan2023-12-31$200,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$185,428
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$354,160
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$577,318
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,464,464
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,887,146
Assets. Value of participant loans2023-12-31$8,277
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$51,742
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$238
2022 : DAVID L. ADAMS ASSOCIATES PS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-83,448
Expenses. Total of all expenses incurred2022-12-31$13,072
Benefits paid (including direct rollovers)2022-12-31$12,803
Total plan assets at end of year2022-12-31$1,887,146
Total plan assets at beginning of year2022-12-31$1,983,666
Value of fidelity bond covering the plan2022-12-31$200,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$156,963
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$54,484
Other income received2022-12-31$-351,968
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-96,520
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,887,146
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,983,666
Assets. Value of participant loans2022-12-31$18,668
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$57,073
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$269
2021 : DAVID L. ADAMS ASSOCIATES PS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$453,798
Expenses. Total of all expenses incurred2021-12-31$720,311
Benefits paid (including direct rollovers)2021-12-31$720,236
Total plan assets at end of year2021-12-31$1,983,666
Total plan assets at beginning of year2021-12-31$2,250,179
Value of fidelity bond covering the plan2021-12-31$200,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$168,803
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$229,715
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-266,513
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,983,666
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,250,179
Assets. Value of participant loans2021-12-31$16,506
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$55,280
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$75
2020 : DAVID L. ADAMS ASSOCIATES PS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$454,542
Expenses. Total of all expenses incurred2020-12-31$57,640
Benefits paid (including direct rollovers)2020-12-31$57,590
Total plan assets at end of year2020-12-31$2,250,179
Total plan assets at beginning of year2020-12-31$1,853,277
Value of fidelity bond covering the plan2020-12-31$200,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$126,640
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$271,732
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$396,902
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,250,179
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,853,277
Assets. Value of participant loans2020-12-31$23,303
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$56,170
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
2019 : DAVID L. ADAMS ASSOCIATES PS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$545,096
Expenses. Total of all expenses incurred2019-12-31$199,805
Benefits paid (including direct rollovers)2019-12-31$199,649
Total plan assets at end of year2019-12-31$1,853,277
Total plan assets at beginning of year2019-12-31$1,507,986
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$118,850
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$360,142
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$345,291
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,853,277
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,507,986
Assets. Value of participant loans2019-12-31$29,697
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$66,104
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$156
2018 : DAVID L. ADAMS ASSOCIATES PS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$62,093
Expenses. Total of all expenses incurred2018-12-31$717,401
Benefits paid (including direct rollovers)2018-12-31$717,245
Total plan assets at end of year2018-12-31$1,507,986
Total plan assets at beginning of year2018-12-31$2,163,294
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$152,511
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-156,450
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-655,308
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,507,986
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,163,294
Assets. Value of participant loans2018-12-31$31,103
Total contributions received or receivable from employer(s)2018-12-31$66,032
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$156
2017 : DAVID L. ADAMS ASSOCIATES PS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$462,498
Expenses. Total of all expenses incurred2017-12-31$23,848
Benefits paid (including direct rollovers)2017-12-31$22,826
Total plan assets at end of year2017-12-31$2,163,294
Total plan assets at beginning of year2017-12-31$1,724,644
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$113,514
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$281,311
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$438,650
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,163,294
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,724,644
Assets. Value of participant loans2017-12-31$30,651
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$67,673
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$816
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$206
2016 : DAVID L. ADAMS ASSOCIATES PS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$286,585
Expenses. Total of all expenses incurred2016-12-31$534,159
Benefits paid (including direct rollovers)2016-12-31$534,134
Total plan assets at end of year2016-12-31$1,724,644
Total plan assets at beginning of year2016-12-31$1,972,218
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$123,241
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$105,197
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-247,574
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,724,644
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,972,218
Assets. Value of participant loans2016-12-31$20,862
Total contributions received or receivable from employer(s)2016-12-31$58,147
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
2015 : DAVID L. ADAMS ASSOCIATES PS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$185,762
Expenses. Total of all expenses incurred2015-12-31$240,048
Benefits paid (including direct rollovers)2015-12-31$240,023
Total plan assets at end of year2015-12-31$1,972,218
Total plan assets at beginning of year2015-12-31$2,026,504
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$117,050
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$7,192
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-54,286
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,972,218
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,026,504
Assets. Value of participant loans2015-12-31$30,749
Total contributions received or receivable from employer(s)2015-12-31$61,520
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25
2014 : DAVID L. ADAMS ASSOCIATES PS PLAN 2014 401k financial data
Total income from all sources2014-12-31$251,124
Expenses. Total of all expenses incurred2014-12-31$4,528
Benefits paid (including direct rollovers)2014-12-31$3,287
Total plan assets at end of year2014-12-31$2,026,504
Total plan assets at beginning of year2014-12-31$1,779,908
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$109,861
Expenses. Other expenses not covered elsewhere2014-12-31$1,241
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$91,602
Net income (gross income less expenses)2014-12-31$246,596
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,026,504
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,779,908
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$49,661
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : DAVID L. ADAMS ASSOCIATES PS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$420,912
Expenses. Total of all expenses incurred2013-12-31$6,113
Benefits paid (including direct rollovers)2013-12-31$5,957
Total plan assets at end of year2013-12-31$1,779,908
Total plan assets at beginning of year2013-12-31$1,365,109
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$122,370
Expenses. Other expenses not covered elsewhere2013-12-31$156
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$252,265
Net income (gross income less expenses)2013-12-31$414,799
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,779,908
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,365,109
Assets. Value of participant loans2013-12-31$37,121
Total contributions received or receivable from employer(s)2013-12-31$46,277
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : DAVID L. ADAMS ASSOCIATES PS PLAN 2012 401k financial data
Total income from all sources2012-12-31$326,297
Expenses. Total of all expenses incurred2012-12-31$1,091,121
Benefits paid (including direct rollovers)2012-12-31$1,091,021
Total plan assets at end of year2012-12-31$1,365,109
Total plan assets at beginning of year2012-12-31$2,129,933
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$88,128
Expenses. Other expenses not covered elsewhere2012-12-31$100
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$178,198
Net income (gross income less expenses)2012-12-31$-764,824
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,365,109
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,129,933
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$59,971
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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

Form 5500 Responses for DAVID L. ADAMS ASSOCIATES PS PLAN

2023: DAVID L. ADAMS ASSOCIATES PS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID L. ADAMS ASSOCIATES PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID L. ADAMS ASSOCIATES PS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID L. ADAMS ASSOCIATES PS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID L. ADAMS ASSOCIATES PS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID L. ADAMS ASSOCIATES PS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID L. ADAMS ASSOCIATES PS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID L. ADAMS ASSOCIATES PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID L. ADAMS ASSOCIATES PS 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: DAVID L. ADAMS ASSOCIATES PS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DAVID L. ADAMS ASSOCIATES PS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DAVID L. ADAMS ASSOCIATES PS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828341
Policy instance 1
Insurance contract or identification numberGA-828341
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,611
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,611
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828341
Policy instance 1
Insurance contract or identification numberGA-828341
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,308
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,308
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828341
Policy instance 1
Insurance contract or identification numberGA-828341
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,913
Total amount of fees paid to insurance companyUSD $82
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,913
Insurance broker organization code?3
Amount paid for insurance broker fees57
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC

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