ROBERT J. DEBRY & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN
401k plan membership statisitcs for ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 18 |
| Total of all active and inactive participants | 2023-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 56 |
| Number of participants with account balances | 2023-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
| Total of all active and inactive participants | 2022-01-01 | 53 |
| Total participants | 2022-01-01 | 53 |
| Number of participants with account balances | 2022-01-01 | 41 |
| 2021: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 60 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 69 |
| Total participants | 2021-01-01 | 69 |
| Number of participants with account balances | 2021-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 63 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 73 |
| Total participants | 2020-01-01 | 73 |
| Number of participants with account balances | 2020-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 70 |
| Total participants | 2019-01-01 | 70 |
| Number of participants with account balances | 2019-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 66 |
| Number of participants with account balances | 2018-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
| Total of all active and inactive participants | 2017-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 58 |
| Number of participants with account balances | 2017-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 63 |
| Number of participants with account balances | 2016-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
| Total of all active and inactive participants | 2015-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 67 |
| Number of participants with account balances | 2015-01-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 61 |
| Number of participants with account balances | 2014-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 59 |
| Number of participants with account balances | 2013-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 48 |
| Number of participants with account balances | 2012-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 59 |
| Number of participants with account balances | 2011-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 60 |
| Number of participants with account balances | 2010-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 54 |
| Number of participants with account balances | 2009-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,049,811 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,145,628 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,126,767 |
| Total plan assets at end of year | 2023-12-31 | $4,861,322 |
| Total plan assets at beginning of year | 2023-12-31 | $4,957,139 |
| Value of fidelity bond covering the plan | 2023-12-31 | $4,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $291,809 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $698,894 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-95,817 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,861,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,957,139 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $59,108 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,861 |
| 2022 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-1,115,832 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,296,219 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,279,273 |
| Total plan assets at end of year | 2022-12-31 | $4,957,139 |
| Total plan assets at beginning of year | 2022-12-31 | $9,369,190 |
| Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $320,474 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,539,300 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,412,051 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,957,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,369,190 |
| Assets. Value of participant loans | 2022-12-31 | $12,598 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $102,994 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $2,519 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,427 |
| 2021 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,639,537 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $940,016 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $924,218 |
| Total plan assets at end of year | 2021-12-31 | $9,369,190 |
| Total plan assets at beginning of year | 2021-12-31 | $8,669,669 |
| Value of fidelity bond covering the plan | 2021-12-31 | $4,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $435,991 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,086,283 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $699,521 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,369,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,669,669 |
| Assets. Value of participant loans | 2021-12-31 | $46,994 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $117,263 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,798 |
| 2020 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,734,180 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $432,304 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $413,742 |
| Total plan assets at end of year | 2020-12-31 | $8,669,669 |
| Total plan assets at beginning of year | 2020-12-31 | $7,367,793 |
| Value of fidelity bond covering the plan | 2020-12-31 | $4,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $512,736 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,005,640 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,301,876 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,669,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,367,793 |
| Assets. Value of participant loans | 2020-12-31 | $59,194 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $215,804 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,562 |
| 2019 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,863,601 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $171,772 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $151,934 |
| Total plan assets at end of year | 2019-12-31 | $7,367,793 |
| Total plan assets at beginning of year | 2019-12-31 | $5,675,964 |
| Value of fidelity bond covering the plan | 2019-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $457,342 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,215,194 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,691,829 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,367,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,675,964 |
| Assets. Value of participant loans | 2019-12-31 | $69,068 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $191,065 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $4,388 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $15,450 |
| 2018 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $247,285 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $25,162 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,770 |
| Total plan assets at end of year | 2018-12-31 | $5,675,964 |
| Total plan assets at beginning of year | 2018-12-31 | $5,453,841 |
| Value of fidelity bond covering the plan | 2018-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $442,013 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-380,644 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $222,123 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,675,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,453,841 |
| Assets. Value of participant loans | 2018-12-31 | $30,920 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $185,916 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,392 |
| 2017 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,327,483 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $636,289 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $621,089 |
| Total plan assets at end of year | 2017-12-31 | $5,453,841 |
| Total plan assets at beginning of year | 2017-12-31 | $4,762,647 |
| Value of fidelity bond covering the plan | 2017-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $394,551 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $809,455 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $691,194 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,453,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,762,647 |
| Assets. Value of participant loans | 2017-12-31 | $39,175 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $123,477 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $15,200 |
| 2016 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $805,819 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $274,150 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $260,254 |
| Total plan assets at end of year | 2016-12-31 | $4,762,647 |
| Total plan assets at beginning of year | 2016-12-31 | $4,230,978 |
| Value of fidelity bond covering the plan | 2016-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $403,843 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $261,020 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $531,669 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,762,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,230,978 |
| Assets. Value of participant loans | 2016-12-31 | $65,129 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $140,956 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,896 |
| 2015 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $508,403 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $368,752 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $368,602 |
| Total plan assets at end of year | 2015-12-31 | $4,230,978 |
| Total plan assets at beginning of year | 2015-12-31 | $4,091,327 |
| Value of fidelity bond covering the plan | 2015-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $421,698 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,000 |
| Other income received | 2015-12-31 | $-45,878 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $139,651 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,230,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,091,327 |
| Assets. Value of participant loans | 2015-12-31 | $23,565 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $127,583 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $150 |
| 2014 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $615,224 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $613,270 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $611,861 |
| Total plan assets at end of year | 2014-12-31 | $4,091,327 |
| Total plan assets at beginning of year | 2014-12-31 | $4,089,373 |
| Value of fidelity bond covering the plan | 2014-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $350,184 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $178,003 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $1,954 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,091,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,089,373 |
| Assets. Value of participant loans | 2014-12-31 | $31,261 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $87,037 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $907 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $502 |
| 2013 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,029,461 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $25,819 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $25,000 |
| Total plan assets at end of year | 2013-12-31 | $4,089,373 |
| Total plan assets at beginning of year | 2013-12-31 | $3,085,731 |
| Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $291,692 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $708,600 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,003,642 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,089,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,085,731 |
| Assets. Value of participant loans | 2013-12-31 | $43,153 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $29,169 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $819 |
| 2012 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $604,354 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $102,568 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $101,141 |
| Total plan assets at end of year | 2012-12-31 | $3,085,731 |
| Total plan assets at beginning of year | 2012-12-31 | $2,583,945 |
| Total contributions received or receivable from participants | 2012-12-31 | $252,343 |
| Other income received | 2012-12-31 | $313,163 |
| Net income (gross income less expenses) | 2012-12-31 | $501,786 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,085,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,583,945 |
| Assets. Value of participant loans | 2012-12-31 | $20,527 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $38,848 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,427 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $61,277 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $19,415 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,214 |
| Total plan assets at end of year | 2011-12-31 | $2,583,945 |
| Total plan assets at beginning of year | 2011-12-31 | $2,542,083 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $219,613 |
| Other income received | 2011-12-31 | $-180,297 |
| Net income (gross income less expenses) | 2011-12-31 | $41,862 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,583,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,542,083 |
| Assets. Value of participant loans | 2011-12-31 | $22,499 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,961 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,201 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $566,904 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $353,125 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $351,912 |
| Total plan assets at end of year | 2010-12-31 | $2,542,083 |
| Total plan assets at beginning of year | 2010-12-31 | $2,328,304 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $215,182 |
| Other income received | 2010-12-31 | $330,204 |
| Net income (gross income less expenses) | 2010-12-31 | $213,779 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,542,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,328,304 |
| Assets. Value of participant loans | 2010-12-31 | $28,717 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,518 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J. DEBRY & ASSOCIATES EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
