401k Plan data: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST plan

DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	DILTS MACARY & CALVIN 401(K) PLAN AND TRUST
Plan identification number	001

DILTS MACARY & CALVIN 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DILTS MACARY & CALVIN LLC has sponsored the creation of one or more 401k plans.

Company Name: DILTS MACARY & CALVIN LLC

Employer identification number (EIN): 232484485

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DILTS MACARY & CALVIN 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GARY CALVIN
001 2016-01-01 GARY CALVIN GARY CALVIN 2017-08-30
001 2015-01-01 GARY CALVIN
001 2014-01-01 GARY CALVIN
001 2013-01-01 GARY CALVIN
001 2012-01-01 GARY CALVIN
001 2011-01-01 GARY CALVIN

Plan Statistics for DILTS MACARY & CALVIN 401(K) PLAN AND TRUST

401k plan membership statisitcs for DILTS MACARY & CALVIN 401(K) PLAN AND TRUST

Measure Date Value
2023: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 1
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	1
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on DILTS MACARY & CALVIN 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$620,375
Expenses. Total of all expenses incurred	2023-12-31	$27,482
Benefits paid (including direct rollovers)	2023-12-31	$27,482
Total plan assets at end of year	2023-12-31	$3,134,773
Total plan assets at beginning of year	2023-12-31	$2,541,880
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$117,699
Other income received	2023-12-31	$457,358
Net income (gross income less expenses)	2023-12-31	$592,893
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,134,773
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,541,880
Total contributions received or receivable from employer(s)	2023-12-31	$45,318
2022 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-129,538
Expenses. Total of all expenses incurred	2022-12-31	$27,954
Benefits paid (including direct rollovers)	2022-12-31	$27,954
Total plan assets at end of year	2022-12-31	$2,541,880
Total plan assets at beginning of year	2022-12-31	$2,699,372
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$116,046
Other income received	2022-12-31	$-288,673
Net income (gross income less expenses)	2022-12-31	$-157,492
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,541,880
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,699,372
Total contributions received or receivable from employer(s)	2022-12-31	$43,089
2021 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$634,941
Expenses. Total of all expenses incurred	2021-12-31	$21,428
Benefits paid (including direct rollovers)	2021-12-31	$21,428
Total plan assets at end of year	2021-12-31	$2,699,372
Total plan assets at beginning of year	2021-12-31	$2,085,859
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$128,800
Other income received	2021-12-31	$460,133
Net income (gross income less expenses)	2021-12-31	$613,513
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,699,372
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,085,859
Total contributions received or receivable from employer(s)	2021-12-31	$46,008
2020 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$450,624
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,085,859
Total plan assets at beginning of year	2020-12-31	$1,635,235
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$123,500
Other income received	2020-12-31	$283,113
Net income (gross income less expenses)	2020-12-31	$450,624
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,085,859
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,635,235
Total contributions received or receivable from employer(s)	2020-12-31	$44,011
2019 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$398,714
Expenses. Total of all expenses incurred	2019-12-31	$12,858
Benefits paid (including direct rollovers)	2019-12-31	$12,858
Total plan assets at end of year	2019-12-31	$1,635,235
Total plan assets at beginning of year	2019-12-31	$1,249,379
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$106,230
Other income received	2019-12-31	$250,197
Net income (gross income less expenses)	2019-12-31	$385,856
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,635,235
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,249,379
Total contributions received or receivable from employer(s)	2019-12-31	$42,287
2018 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$47,840
Expenses. Total of all expenses incurred	2018-12-31	$12,672
Benefits paid (including direct rollovers)	2018-12-31	$12,672
Total plan assets at end of year	2018-12-31	$1,249,379
Total plan assets at beginning of year	2018-12-31	$1,214,211
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$102,220
Other income received	2018-12-31	$-94,786
Net income (gross income less expenses)	2018-12-31	$35,168
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,249,379
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,214,211
Total contributions received or receivable from employer(s)	2018-12-31	$40,406
2017 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$283,409
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,214,211
Total plan assets at beginning of year	2017-12-31	$930,802
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$96,260
Other income received	2017-12-31	$152,526
Net income (gross income less expenses)	2017-12-31	$283,409
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,214,211
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$930,802
Total contributions received or receivable from employer(s)	2017-12-31	$34,623
2016 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$283,456
Expenses. Total of all expenses incurred	2016-12-31	$8,108
Benefits paid (including direct rollovers)	2016-12-31	$8,073
Total plan assets at end of year	2016-12-31	$930,802
Total plan assets at beginning of year	2016-12-31	$655,454
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$97,525
Other income received	2016-12-31	$153,069
Net income (gross income less expenses)	2016-12-31	$275,348
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$930,802
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$655,454
Total contributions received or receivable from employer(s)	2016-12-31	$32,862
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35
2015 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$88,618
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$655,454
Total plan assets at beginning of year	2015-12-31	$566,836
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$95,614
Other income received	2015-12-31	$-39,712
Net income (gross income less expenses)	2015-12-31	$88,618
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$655,454
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$566,836
Total contributions received or receivable from employer(s)	2015-12-31	$32,716
2014 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$157,215
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$566,836
Total plan assets at beginning of year	2014-12-31	$409,621
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$90,426
Other income received	2014-12-31	$35,183
Net income (gross income less expenses)	2014-12-31	$157,215
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$566,836
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$409,621
Total contributions received or receivable from employer(s)	2014-12-31	$31,606
2013 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$206,715
Expenses. Total of all expenses incurred	2013-12-31	$5
Benefits paid (including direct rollovers)	2013-12-31	$5
Total plan assets at end of year	2013-12-31	$409,621
Total plan assets at beginning of year	2013-12-31	$202,911
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$87,152
Other income received	2013-12-31	$91,751
Net income (gross income less expenses)	2013-12-31	$206,710
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$409,621
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$202,911
Total contributions received or receivable from employer(s)	2013-12-31	$27,812
2012 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$118,963
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$202,911
Total plan assets at beginning of year	2012-12-31	$83,948
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$70,664
Other income received	2012-12-31	$21,278
Net income (gross income less expenses)	2012-12-31	$118,963
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$202,911
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$83,948
Total contributions received or receivable from employer(s)	2012-12-31	$27,021
2011 : DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$84,675
Expenses. Total of all expenses incurred	2011-12-31	$727
Benefits paid (including direct rollovers)	2011-12-31	$727
Total plan assets at end of year	2011-12-31	$83,948
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$59,400
Other income received	2011-12-31	$-2,196
Net income (gross income less expenses)	2011-12-31	$83,948
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$83,948
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$27,471

Form 5500 Responses for DILTS MACARY & CALVIN 401(K) PLAN AND TRUST

2023: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	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: DILTS MACARY & CALVIN 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: DILTS MACARY & CALVIN 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: DILTS MACARY & CALVIN 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: DILTS MACARY & CALVIN 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: DILTS MACARY & CALVIN 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DILTS MACARY & CALVIN 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	DILTS MACARY & CALVIN LLC
Employer identification number (EIN):	232484485
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers