401k Plan data: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST plan

DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DYKES EVERETT & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: DYKES EVERETT & COMPANY, LLC

Employer identification number (EIN): 205443736

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about DYKES EVERETT & COMPANY, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2013-12-26

Company Identification Number: L13000178344

Legal Registered Office Address: 822 WEST CENTRAL BLVD

ORLANDO

32805

More information about DYKES EVERETT & COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DYKES EVERETT
001 2013-01-01 DYKES EVERETT
001 2012-01-01 DYKES EVERETT
001 2011-01-01 DYKES EVERETT
001 2009-12-01 DYKES EVERETT DYKES EVERETT 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DYKES EVERETT
001	2013-01-01	DYKES EVERETT
001	2012-01-01	DYKES EVERETT
001	2011-01-01	DYKES EVERETT
001	2009-12-01	DYKES EVERETT	DYKES EVERETT	2010-07-23

Plan Statistics for DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 2
Total of all active and inactive participants 2009-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 2
Number of participants with account balances 2009-12-01 2

Measure	Date	Value
2014: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	2
Total of all active and inactive participants	2009-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	2
Number of participants with account balances	2009-12-01	2

Financial Data on DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$29,812
Benefits paid (including direct rollovers)	2014-12-31	$29,812
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$29,812
Net income (gross income less expenses)	2014-12-31	$-29,812
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$29,812
2013 : DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,471
Expenses. Total of all expenses incurred	2013-12-31	$74,230
Benefits paid (including direct rollovers)	2013-12-31	$74,212
Total plan assets at end of year	2013-12-31	$29,812
Total plan assets at beginning of year	2013-12-31	$102,571
Assets. Value of loans (other than to participants)	2013-12-31	$16,702
Expenses. Other expenses not covered elsewhere	2013-12-31	$18
Other income received	2013-12-31	$1,471
Net income (gross income less expenses)	2013-12-31	$-72,759
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$29,812
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$102,571
2012 : DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,997
Expenses. Total of all expenses incurred	2012-12-31	$12
Total plan assets at end of year	2012-12-31	$102,571
Total plan assets at beginning of year	2012-12-31	$100,586
Assets. Value of loans (other than to participants)	2012-12-31	$32,064
Expenses. Other expenses not covered elsewhere	2012-12-31	$12
Other income received	2012-12-31	$1,997
Net income (gross income less expenses)	2012-12-31	$1,985
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$102,571
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$100,586
2011 : DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$2,418
Expenses. Total of all expenses incurred	2011-12-31	$14
Total plan assets at end of year	2011-12-31	$100,586
Total plan assets at beginning of year	2011-12-31	$98,182
Assets. Value of loans (other than to participants)	2011-12-31	$36,308
Expenses. Other expenses not covered elsewhere	2011-12-31	$14
Other income received	2011-12-31	$2,418
Net income (gross income less expenses)	2011-12-31	$2,404
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$100,586
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$98,182
2010 : DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$47,743
Expenses. Total of all expenses incurred	2010-12-31	$56
Total plan assets at end of year	2010-12-31	$98,182
Total plan assets at beginning of year	2010-12-31	$50,495
Assets. Value of loans (other than to participants)	2010-12-31	$45,351
Expenses. Other expenses not covered elsewhere	2010-12-31	$56
Other income received	2010-12-31	$6
Net income (gross income less expenses)	2010-12-31	$47,687
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$98,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$50,495
Total contributions received or receivable from employer(s)	2010-12-31	$47,737

Form 5500 Responses for DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST

2014: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DYKES EVERETT & COMPANY, LLC PROFIT SHARING 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: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DYKES EVERETT & COMPANY, LLC PROFIT SHARING 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: DYKES EVERETT & COMPANY, LLC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DYKES EVERETT & COMPANY, LLC
Employer identification number (EIN):	205443736
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2013-12-26
Company Identification Number:	L13000178344
Legal Registered Office Address:	822 WEST CENTRAL BLVD ORLANDO 32805