401k Plan data: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST plan

DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST
Plan identification number	001

DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

DAVID D. BOHANNON ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name: DAVID D. BOHANNON ORGANIZATION

Employer identification number (EIN): 940331090

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about DAVID D. BOHANNON ORGANIZATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 0000-00-00

Company Identification Number: C0210320

Legal Registered Office Address: Sixty - 31st AvenueSan MateoCA94403

United States of America (USA)

More information about DAVID D. BOHANNON ORGANIZATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2019-02-21
001 2017-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2018-05-09
001 2016-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2017-05-05
001 2015-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2016-04-26
001 2014-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2015-05-14
001 2013-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2014-05-05
001 2012-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2013-04-26
001 2011-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2012-05-10
001 2009-01-01 ERNEST LOTTI, JR. ERNEST LOTTI, JR. 2010-06-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2019-02-21
001	2017-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2018-05-09
001	2016-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2017-05-05
001	2015-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2016-04-26
001	2014-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2015-05-14
001	2013-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2014-05-05
001	2012-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2013-04-26
001	2011-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2012-05-10
001	2009-01-01	ERNEST LOTTI, JR.	ERNEST LOTTI, JR.	2010-06-01

Plan Statistics for DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

401k plan membership statisitcs for DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

Measure Date Value
2022: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 34
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 67
Number of participants with account balances 2022-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 59
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 85
Number of participants with account balances 2021-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 69
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 83
Number of participants with account balances 2020-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 66
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 77
Number of participants with account balances 2019-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 61
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 6
Total of all active and inactive participants 2018-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 67
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 56
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 62
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 62
2016: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 70
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 75
Total participants 2016-01-01 75
Number of participants with account balances 2016-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 67
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 72
Total participants 2015-01-01 72
Number of participants with account balances 2015-01-01 72
2014: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 73
Total participants 2014-01-01 73
Number of participants with account balances 2014-01-01 54
2013: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 73
Total participants 2013-01-01 73
Number of participants with account balances 2013-01-01 53
2012: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 85
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 88
Total participants 2012-01-01 88
Number of participants with account balances 2012-01-01 60
2011: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 86
Total participants 2011-01-01 86
Number of participants with account balances 2011-01-01 65
2009: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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 54
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 58
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	34
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	67
Number of participants with account balances	2022-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	59
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	85
Number of participants with account balances	2021-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	69
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	83
Number of participants with account balances	2020-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	66
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	77
Number of participants with account balances	2019-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	61
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	6
Total of all active and inactive participants	2018-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	67
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	56
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	62
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	62
2016: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	70
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	75
Total participants	2016-01-01	75
Number of participants with account balances	2016-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	67
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	72
Total participants	2015-01-01	72
Number of participants with account balances	2015-01-01	72
2014: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	73
Total participants	2014-01-01	73
Number of participants with account balances	2014-01-01	54
2013: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	73
Total participants	2013-01-01	73
Number of participants with account balances	2013-01-01	53
2012: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	85
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	88
Total participants	2012-01-01	88
Number of participants with account balances	2012-01-01	60
2011: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	86
Total participants	2011-01-01	86
Number of participants with account balances	2011-01-01	65
2009: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	54
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	58
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	$-2,784,832
Expenses. Total of all expenses incurred	2022-12-31	$479,995
Benefits paid (including direct rollovers)	2022-12-31	$479,808
Total plan assets at end of year	2022-12-31	$20,104,230
Total plan assets at beginning of year	2022-12-31	$23,369,057
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$500,839
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	$-3,477,960
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,264,827
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,104,230
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$23,369,057
Total contributions received or receivable from employer(s)	2022-12-31	$192,289
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$187
2021 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	$3,974,864
Expenses. Total of all expenses incurred	2021-12-31	$55,293
Benefits paid (including direct rollovers)	2021-12-31	$55,233
Total plan assets at end of year	2021-12-31	$23,369,057
Total plan assets at beginning of year	2021-12-31	$19,449,486
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$682,173
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	$3,036,312
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,919,571
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$23,369,057
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$19,449,486
Total contributions received or receivable from employer(s)	2021-12-31	$256,379
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	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	$2,940,985
Expenses. Total of all expenses incurred	2020-12-31	$1,149,358
Benefits paid (including direct rollovers)	2020-12-31	$1,149,358
Total plan assets at end of year	2020-12-31	$19,449,486
Total plan assets at beginning of year	2020-12-31	$17,657,859
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$666,597
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$13,671
Other income received	2020-12-31	$2,021,356
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,791,627
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$19,449,486
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,657,859
Total contributions received or receivable from employer(s)	2020-12-31	$239,361
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	$0
2019 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	$4,142,344
Expenses. Total of all expenses incurred	2019-12-31	$64,494
Benefits paid (including direct rollovers)	2019-12-31	$64,464
Total plan assets at end of year	2019-12-31	$17,657,859
Total plan assets at beginning of year	2019-12-31	$13,580,009
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$594,431
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	$3,308,053
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$4,077,850
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,657,859
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,580,009
Total contributions received or receivable from employer(s)	2019-12-31	$239,860
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30
2018 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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	$-149,782
Expenses. Total of all expenses incurred	2018-12-31	$438,839
Benefits paid (including direct rollovers)	2018-12-31	$438,839
Total plan assets at end of year	2018-12-31	$13,580,009
Total plan assets at beginning of year	2018-12-31	$14,168,630
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$569,104
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$89,921
Other income received	2018-12-31	$-1,027,573
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-588,621
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,580,009
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$14,168,630
Total contributions received or receivable from employer(s)	2018-12-31	$218,766
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	$0
2017 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$2,890,436
Expenses. Total of all expenses incurred	2017-12-31	$62,333
Benefits paid (including direct rollovers)	2017-12-31	$62,333
Total plan assets at end of year	2017-12-31	$14,168,630
Total plan assets at beginning of year	2017-12-31	$11,340,527
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$546,490
Contributions received from other sources (not participants or employers)	2017-12-31	$71,964
Other income received	2017-12-31	$2,066,008
Net income (gross income less expenses)	2017-12-31	$2,828,103
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,168,630
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,340,527
Total contributions received or receivable from employer(s)	2017-12-31	$205,974
2016 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,514,071
Expenses. Total of all expenses incurred	2016-12-31	$221,112
Benefits paid (including direct rollovers)	2016-12-31	$221,112
Total plan assets at end of year	2016-12-31	$11,340,527
Total plan assets at beginning of year	2016-12-31	$10,047,568
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$499,979
Other income received	2016-12-31	$893,015
Net income (gross income less expenses)	2016-12-31	$1,292,959
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,340,527
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,047,568
Total contributions received or receivable from employer(s)	2016-12-31	$121,077
2015 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$435,283
Expenses. Total of all expenses incurred	2015-12-31	$335,262
Benefits paid (including direct rollovers)	2015-12-31	$335,262
Total plan assets at end of year	2015-12-31	$10,047,568
Total plan assets at beginning of year	2015-12-31	$9,947,547
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$502,590
Other income received	2015-12-31	$-184,966
Net income (gross income less expenses)	2015-12-31	$100,021
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,047,568
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,947,547
Total contributions received or receivable from employer(s)	2015-12-31	$117,659
2014 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$1,326,805
Expenses. Total of all expenses incurred	2014-12-31	$64,692
Benefits paid (including direct rollovers)	2014-12-31	$64,692
Total plan assets at end of year	2014-12-31	$9,947,547
Total plan assets at beginning of year	2014-12-31	$8,685,434
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$484,026
Contributions received from other sources (not participants or employers)	2014-12-31	$1,196
Other income received	2014-12-31	$729,099
Net income (gross income less expenses)	2014-12-31	$1,262,113
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,947,547
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,685,434
Total contributions received or receivable from employer(s)	2014-12-31	$112,484
2013 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$2,080,048
Expenses. Total of all expenses incurred	2013-12-31	$135,090
Benefits paid (including direct rollovers)	2013-12-31	$135,090
Total plan assets at end of year	2013-12-31	$8,685,434
Total plan assets at beginning of year	2013-12-31	$6,740,476
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$488,450
Contributions received from other sources (not participants or employers)	2013-12-31	$51,172
Other income received	2013-12-31	$1,430,912
Net income (gross income less expenses)	2013-12-31	$1,944,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,685,434
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,740,476
Total contributions received or receivable from employer(s)	2013-12-31	$109,514
2012 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,357,698
Expenses. Total of all expenses incurred	2012-12-31	$249,076
Benefits paid (including direct rollovers)	2012-12-31	$249,076
Total plan assets at end of year	2012-12-31	$6,740,476
Total plan assets at beginning of year	2012-12-31	$5,631,854
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$474,544
Contributions received from other sources (not participants or employers)	2012-12-31	$21,497
Other income received	2012-12-31	$753,747
Net income (gross income less expenses)	2012-12-31	$1,108,622
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,740,476
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,631,854
Total contributions received or receivable from employer(s)	2012-12-31	$107,910
2011 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$384,953
Expenses. Total of all expenses incurred	2011-12-31	$10,597
Benefits paid (including direct rollovers)	2011-12-31	$10,597
Total plan assets at end of year	2011-12-31	$5,631,854
Total plan assets at beginning of year	2011-12-31	$5,257,498
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$436,466
Other income received	2011-12-31	$-152,659
Net income (gross income less expenses)	2011-12-31	$374,356
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,631,854
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,257,498
Total contributions received or receivable from employer(s)	2011-12-31	$101,146
2010 : DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$1,018,832
Expenses. Total of all expenses incurred	2010-12-31	$135,274
Benefits paid (including direct rollovers)	2010-12-31	$135,274
Total plan assets at end of year	2010-12-31	$5,257,498
Total plan assets at beginning of year	2010-12-31	$4,373,940
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$419,497
Contributions received from other sources (not participants or employers)	2010-12-31	$116
Other income received	2010-12-31	$502,820
Net income (gross income less expenses)	2010-12-31	$883,558
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,257,498
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,373,940
Total contributions received or receivable from employer(s)	2010-12-31	$96,399

Form 5500 Responses for DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST

2022: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 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: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID D. BOHANNON ORGANIZATION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID D. BOHANNON ORGANIZATION
Employer identification number (EIN):	940331090
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	0000-00-00
Company Identification Number:	C0210320
Legal Registered Office Address:	Sixty - 31st AvenueSan MateoCA94403 United States of America (USA)