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DANIEL J. OEHLER MONEY PURCHASE PLAN 401k Plan overview

Plan NameDANIEL J. OEHLER MONEY PURCHASE PLAN
Plan identification number 002

DANIEL J. OEHLER MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

DANIEL J. OEHLER has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. OEHLER
Employer identification number (EIN):860346102
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. OEHLER MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DANIEL J. OEHLER2024-10-08
0022022-01-01DANIEL J. OEHLER2023-10-08
0022021-01-01DANIEL J. OEHLER2022-10-05
0022020-01-01DANIEL J. OEHLER2021-09-27
0022019-01-01DANIEL J. OEHLER2020-09-29
0022018-01-01DANIEL J. OEHLER2019-09-29
0022017-01-01
0022016-01-01DANIEL J. OEHLER
0022015-01-01DANIEL J. OEHLER
0022014-01-01DANIEL J. OEHLER
0022013-01-01DANIEL J. OEHLER
0022012-01-01DANIEL J. OEHLER
0022011-01-01DANIEL J. OEHLER
0022009-01-01DANIEL J. OEHLER

Plan Statistics for DANIEL J. OEHLER MONEY PURCHASE PLAN

401k plan membership statisitcs for DANIEL J. OEHLER MONEY PURCHASE PLAN

Measure Date Value
2023: DANIEL J. OEHLER MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DANIEL J. OEHLER MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DANIEL J. OEHLER MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DANIEL J. OEHLER MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DANIEL J. OEHLER MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DANIEL J. OEHLER MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DANIEL J. OEHLER MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DANIEL J. OEHLER MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DANIEL J. OEHLER MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DANIEL J. OEHLER MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
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 participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
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: DANIEL J. OEHLER MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
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 participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DANIEL J. OEHLER MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
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 participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DANIEL J. OEHLER MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
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 participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DANIEL J. OEHLER MONEY PURCHASE 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
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL J. OEHLER MONEY PURCHASE PLAN

Measure Date Value
2023 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$16
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$180,122
Expenses. Total of all expenses incurred2023-12-31$167,064
Benefits paid (including direct rollovers)2023-12-31$163,524
Total plan assets at end of year2023-12-31$3,469,473
Total plan assets at beginning of year2023-12-31$3,456,399
Value of fidelity bond covering the plan2023-12-31$2,950,000
Total contributions received or receivable from participants2023-12-31$0
Assets. Value of loans (other than to participants)2023-12-31$394,470
Expenses. Other expenses not covered elsewhere2023-12-31$3,540
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$180,122
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$13,058
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,469,457
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,456,399
Assets. Value of assets in partnership/joint-venture interests2023-12-31$1,822,982
Assets. Value of real-estate (other than employer real property)2023-12-31$170,692
Total contributions received or receivable from employer(s)2023-12-31$0
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$0
2022 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$20,913
Total income from all sources2022-12-31$118,225
Expenses. Total of all expenses incurred2022-12-31$202,303
Benefits paid (including direct rollovers)2022-12-31$201,038
Total plan assets at end of year2022-12-31$3,456,399
Total plan assets at beginning of year2022-12-31$3,561,390
Value of fidelity bond covering the plan2022-12-31$2,950,000
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$368,664
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$118,225
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-84,078
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,456,399
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,540,477
Assets. Value of assets in partnership/joint-venture interests2022-12-31$1,786,286
Assets. Value of real-estate (other than employer real property)2022-12-31$170,692
Total contributions received or receivable from employer(s)2022-12-31$0
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$1,265
2021 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$20,913
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$51,500
Expenses. Total of all expenses incurred2021-12-31$196,648
Benefits paid (including direct rollovers)2021-12-31$193,375
Total plan assets at end of year2021-12-31$3,561,390
Total plan assets at beginning of year2021-12-31$3,685,625
Value of fidelity bond covering the plan2021-12-31$2,950,000
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$761,798
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$51,500
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-145,148
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,540,477
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,685,625
Assets. Value of assets in partnership/joint-venture interests2021-12-31$1,818,972
Assets. Value of real-estate (other than employer real property)2021-12-31$170,692
Total contributions received or receivable from employer(s)2021-12-31$0
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$3,273
2020 : DANIEL J. OEHLER MONEY PURCHASE 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$14,574
Expenses. Total of all expenses incurred2020-12-31$4,105
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$3,685,625
Total plan assets at beginning of year2020-12-31$3,675,156
Value of fidelity bond covering the plan2020-12-31$2,950,000
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$421,785
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$14,574
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$10,469
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,685,625
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,675,156
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,714,186
Assets. Value of real-estate (other than employer real property)2020-12-31$170,692
Total contributions received or receivable from employer(s)2020-12-31$0
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$4,105
2019 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$45,334
Expenses. Total of all expenses incurred2019-12-31$187,529
Benefits paid (including direct rollovers)2019-12-31$185,002
Total plan assets at end of year2019-12-31$3,675,156
Total plan assets at beginning of year2019-12-31$3,817,351
Value of fidelity bond covering the plan2019-12-31$2,950,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$719,728
Expenses. Other expenses not covered elsewhere2019-12-31$2,527
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$45,334
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-142,195
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,675,156
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,817,351
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,547,809
Assets. Value of real-estate (other than employer real property)2019-12-31$170,692
Total contributions received or receivable from employer(s)2019-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$200,736
Expenses. Total of all expenses incurred2018-12-31$185,161
Benefits paid (including direct rollovers)2018-12-31$178,633
Total plan assets at end of year2018-12-31$3,817,351
Total plan assets at beginning of year2018-12-31$3,801,776
Value of fidelity bond covering the plan2018-12-31$2,950,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$780,017
Expenses. Other expenses not covered elsewhere2018-12-31$6,528
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$200,736
Net income (gross income less expenses)2018-12-31$15,575
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,817,351
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,801,776
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,612,065
Assets. Value of real-estate (other than employer real property)2018-12-31$170,692
Total contributions received or receivable from employer(s)2018-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$224,630
Expenses. Total of all expenses incurred2017-12-31$165,760
Benefits paid (including direct rollovers)2017-12-31$165,760
Total plan assets at end of year2017-12-31$3,801,776
Total plan assets at beginning of year2017-12-31$3,742,906
Value of fidelity bond covering the plan2017-12-31$2,950,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$805,806
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$224,630
Net income (gross income less expenses)2017-12-31$58,870
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,801,776
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,742,906
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,558,978
Assets. Value of real-estate (other than employer real property)2017-12-31$170,692
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$88,016
Expenses. Total of all expenses incurred2016-12-31$307,962
Benefits paid (including direct rollovers)2016-12-31$306,736
Total plan assets at end of year2016-12-31$3,742,906
Total plan assets at beginning of year2016-12-31$3,962,852
Value of fidelity bond covering the plan2016-12-31$2,950,000
Assets. Value of loans (other than to participants)2016-12-31$708,366
Other income received2016-12-31$88,016
Net income (gross income less expenses)2016-12-31$-219,946
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,742,906
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,962,852
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,594,265
Assets. Value of real-estate (other than employer real property)2016-12-31$170,692
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-67,928
Expenses. Total of all expenses incurred2015-12-31$2,788
Total plan assets at end of year2015-12-31$3,962,852
Total plan assets at beginning of year2015-12-31$4,033,568
Value of fidelity bond covering the plan2015-12-31$2,950,000
Assets. Value of loans (other than to participants)2015-12-31$718,972
Other income received2015-12-31$-67,928
Net income (gross income less expenses)2015-12-31$-70,716
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,962,852
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,033,568
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,894,996
Assets. Value of real-estate (other than employer real property)2015-12-31$170,692
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,788
2014 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2014 401k financial data
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$175,158
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$4,033,568
Total plan assets at beginning of year2014-12-31$3,858,410
Value of fidelity bond covering the plan2014-12-31$2,950,000
Assets. Value of loans (other than to participants)2014-12-31$475,000
Other income received2014-12-31$175,158
Net income (gross income less expenses)2014-12-31$175,158
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,033,568
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,858,410
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,210,289
Assets. Value of real-estate (other than employer real property)2014-12-31$170,692
2013 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2013 401k financial data
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$321,123
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$3,858,410
Total plan assets at beginning of year2013-12-31$3,537,287
Value of fidelity bond covering the plan2013-12-31$2,950,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$475,000
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$321,123
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$321,123
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,858,410
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,537,287
Assets. Value of assets in partnership/joint-venture interests2013-12-31$2,141,777
Assets. Value of real-estate (other than employer real property)2013-12-31$170,692
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2012 401k financial data
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$293,840
Expenses. Total of all expenses incurred2012-12-31$393
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,537,287
Total plan assets at beginning of year2012-12-31$3,243,840
Value of fidelity bond covering the plan2012-12-31$2,900,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$475,000
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$293,840
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$293,447
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,537,287
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,243,840
Assets. Value of assets in partnership/joint-venture interests2012-12-31$2,303,904
Assets. Value of real-estate (other than employer real property)2012-12-31$170,692
Total contributions received or receivable from employer(s)2012-12-31$0
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$393
2011 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-871,891
Expenses. Total of all expenses incurred2011-12-31$184
Total plan assets at end of year2011-12-31$3,243,840
Total plan assets at beginning of year2011-12-31$4,115,915
Value of fidelity bond covering the plan2011-12-31$2,900,000
Assets. Value of loans (other than to participants)2011-12-31$225,000
Other income received2011-12-31$-871,891
Net income (gross income less expenses)2011-12-31$-872,075
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,243,840
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,115,915
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,496,848
Assets. Value of real-estate (other than employer real property)2011-12-31$170,692
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$184
2010 : DANIEL J. OEHLER MONEY PURCHASE 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$595,786
Expenses. Total of all expenses incurred2010-12-31$157
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$4,115,915
Total plan assets at beginning of year2010-12-31$3,520,286
Value of fidelity bond covering the plan2010-12-31$918,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$225,000
Expenses. Other expenses not covered elsewhere2010-12-31$157
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$595,786
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$595,629
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,115,915
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,520,286
Assets. Value of assets in partnership/joint-venture interests2010-12-31$2,577,458
Assets. Value of real-estate (other than employer real property)2010-12-31$760,175
Total contributions received or receivable from employer(s)2010-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : DANIEL J. OEHLER MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for DANIEL J. OEHLER MONEY PURCHASE PLAN

2023: DANIEL J. OEHLER MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DANIEL J. OEHLER MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DANIEL J. OEHLER MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DANIEL J. OEHLER MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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: DANIEL J. OEHLER MONEY PURCHASE 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
2009: DANIEL J. OEHLER MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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