DAVIDSON & BELLUSO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIDSON & BELLUSO 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVIDSON & BELLUSO 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 258476 |
| Net assets as of the end of the plan year | 2025-04-29 | 1111381 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 1083283 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 111138 |
| Participant contributions to plan in this plan year | 2025-04-29 | 86352 |
| Other expenses paid from plan in this plan year | 2025-04-29 | 0 |
| Other contributions to plan in this plan year | 2025-04-29 | 18660 |
| Other income to plan in this plan year | 2025-04-29 | 141470 |
| Plan net income in this plan year | 2025-04-29 | 28098 |
| Net assets as of the end of the plan year | 2025-04-29 | 1111381 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 1083283 |
| Employer contributions to plan in this plan year | 2025-04-29 | 40092 |
| Fees paid to broker by Benefit Provider | 2025-04-29 | 557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 8781 |
| 2024 : DAVIDSON & BELLUSO 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 33680 |
| Net assets as of the end of the plan year | 2024-05-09 | 1083283 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 858146 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 97154 |
| Participant contributions to plan in this plan year | 2024-05-09 | 71059 |
| Other expenses paid from plan in this plan year | 2024-05-09 | 0 |
| Other contributions to plan in this plan year | 2024-05-09 | 0 |
| Other income to plan in this plan year | 2024-05-09 | 152714 |
| Plan net income in this plan year | 2024-05-09 | 225137 |
| Net assets as of the end of the plan year | 2024-05-09 | 1083283 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 858146 |
| Employer contributions to plan in this plan year | 2024-05-09 | 35044 |
| Fees paid to broker by Benefit Provider | 2024-05-09 | 621 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 8333 |
| 2022 : DAVIDSON & BELLUSO 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-22 | 3322 |
| Net assets as of the end of the plan year | 2022-04-22 | 971542 |
| Total assets as of the beginning of the plan year | 2022-04-22 | 788495 |
| Value of plan covered by a fidelity bond | 2022-04-22 | 70000 |
| Participant contributions to plan in this plan year | 2022-04-22 | 42714 |
| Other expenses paid from plan in this plan year | 2022-04-22 | 0 |
| Other contributions to plan in this plan year | 2022-04-22 | 0 |
| Other income to plan in this plan year | 2022-04-22 | 130590 |
| Plan net income in this plan year | 2022-04-22 | 183047 |
| Net assets as of the end of the plan year | 2022-04-22 | 971542 |
| Net assets as of the beginning of the plan year | 2022-04-22 | 788495 |
| Employer contributions to plan in this plan year | 2022-04-22 | 13065 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-22 | 3322 |
| 2020 : DAVIDSON & BELLUSO 401(K) 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 | $139,029 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,661 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $524 |
| Total plan assets at end of year | 2020-12-31 | $788,495 |
| Total plan assets at beginning of year | 2020-12-31 | $653,127 |
| Value of fidelity bond covering the plan | 2020-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $28,287 |
| 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 | $99,166 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $135,368 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $788,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $653,127 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $11,576 |
| 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 | $3,137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : DAVIDSON & BELLUSO 401(K) PLAN 2019 401k financial data |
|---|
| 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 | $301,743 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $14,297 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,471 |
| Total plan assets at end of year | 2019-12-31 | $653,127 |
| Total plan assets at beginning of year | 2019-12-31 | $365,681 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $39,623 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $142,661 |
| Other income received | 2019-12-31 | $106,154 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $287,446 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $653,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $365,681 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $13,305 |
| 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 | $4,826 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : DAVIDSON & BELLUSO 401(K) PLAN 2018 401k financial data |
|---|
| 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 | $-645 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,465 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $365,681 |
| Total plan assets at beginning of year | 2018-12-31 | $369,791 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $26,755 |
| 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 | $-36,719 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,110 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $365,681 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $369,791 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,319 |
| 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 | $3,465 |
| 2017 : DAVIDSON & BELLUSO 401(K) PLAN 2017 401k financial data |
|---|
| 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 | $66,941 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $16,958 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $13,853 |
| Total plan assets at end of year | 2017-12-31 | $369,791 |
| Total plan assets at beginning of year | 2017-12-31 | $319,808 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $18,078 |
| 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 | $41,694 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $49,983 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $369,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $319,808 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $7,169 |
| 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 | $3,105 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : DAVIDSON & BELLUSO 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $75,224 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,074 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,628 |
| Total plan assets at end of year | 2016-12-31 | $319,808 |
| Total plan assets at beginning of year | 2016-12-31 | $251,658 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $36,300 |
| Other income received | 2016-12-31 | $24,757 |
| Net income (gross income less expenses) | 2016-12-31 | $68,150 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $319,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $251,658 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,446 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : DAVIDSON & BELLUSO 401(K) PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $40,163 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,438 |
| Total plan assets at end of year | 2015-12-31 | $251,658 |
| Total plan assets at beginning of year | 2015-12-31 | $213,933 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $25,842 |
| Other income received | 2015-12-31 | $-4,242 |
| Net income (gross income less expenses) | 2015-12-31 | $37,725 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $251,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $213,933 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,563 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,438 |
| 2014 : DAVIDSON & BELLUSO 401(K) 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 | $44,995 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $19,132 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $16,920 |
| Total plan assets at end of year | 2014-12-31 | $213,933 |
| Total plan assets at beginning of year | 2014-12-31 | $188,070 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,186 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $133 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $11,466 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $25,863 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $213,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $188,070 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,343 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,079 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2020: DAVIDSON & BELLUSO 401(K) PLAN 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DAVIDSON & BELLUSO 401(K) 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVIDSON & BELLUSO 401(K) 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVIDSON & BELLUSO 401(K) 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVIDSON & BELLUSO 401(K) 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVIDSON & BELLUSO 401(K) 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVIDSON & BELLUSO 401(K) 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 |
