JASON WALL DVM, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2023: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 12 |
Number of participants with account balances | 2023-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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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 | 8 |
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 | 0 |
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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
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 | 0 |
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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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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 | 9 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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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 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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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 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 0 |
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 |
Measure | Date | Value |
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2023 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $80,315 |
Total plan assets at end of year | 2023-12-31 | $410,904 |
Total plan assets at beginning of year | 2023-12-31 | $330,589 |
Value of fidelity bond covering the plan | 2023-12-31 | $45,000 |
Total contributions received or receivable from participants | 2023-12-31 | $45,000 |
Other income received | 2023-12-31 | $26,756 |
Net income (gross income less expenses) | 2023-12-31 | $80,315 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $410,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $330,589 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $8,559 |
2022 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $44,100 |
Total plan assets at end of year | 2022-12-31 | $330,589 |
Total plan assets at beginning of year | 2022-12-31 | $286,489 |
Value of fidelity bond covering the plan | 2022-12-31 | $35,000 |
Total contributions received or receivable from participants | 2022-12-31 | $41,000 |
Other income received | 2022-12-31 | $-7,076 |
Net income (gross income less expenses) | 2022-12-31 | $44,100 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $330,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $286,489 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $10,176 |
2021 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $62,195 |
Total plan assets at end of year | 2021-12-31 | $286,489 |
Total plan assets at beginning of year | 2021-12-31 | $224,294 |
Value of fidelity bond covering the plan | 2021-12-31 | $35,000 |
Total contributions received or receivable from participants | 2021-12-31 | $39,000 |
Other income received | 2021-12-31 | $12,568 |
Net income (gross income less expenses) | 2021-12-31 | $62,195 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $286,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $224,294 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $10,627 |
2020 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $56,910 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,981 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,981 |
Total plan assets at end of year | 2020-12-31 | $224,294 |
Total plan assets at beginning of year | 2020-12-31 | $172,365 |
Value of fidelity bond covering the plan | 2020-12-31 | $35,000 |
Total contributions received or receivable from participants | 2020-12-31 | $39,000 |
Other income received | 2020-12-31 | $7,125 |
Net income (gross income less expenses) | 2020-12-31 | $51,929 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $224,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $172,365 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $10,785 |
2019 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $44,285 |
Total plan assets at end of year | 2019-12-31 | $172,365 |
Total plan assets at beginning of year | 2019-12-31 | $128,080 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Total contributions received or receivable from participants | 2019-12-31 | $23,000 |
Other income received | 2019-12-31 | $10,677 |
Net income (gross income less expenses) | 2019-12-31 | $44,285 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $172,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $128,080 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $10,608 |
2018 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $29,651 |
Total plan assets at end of year | 2018-12-31 | $128,080 |
Total plan assets at beginning of year | 2018-12-31 | $98,429 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Total contributions received or receivable from participants | 2018-12-31 | $23,000 |
Other income received | 2018-12-31 | $-263 |
Net income (gross income less expenses) | 2018-12-31 | $29,651 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $128,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $98,429 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $6,914 |
2017 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $34,534 |
Total plan assets at end of year | 2017-12-31 | $98,429 |
Total plan assets at beginning of year | 2017-12-31 | $63,895 |
Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
Total contributions received or receivable from participants | 2017-12-31 | $23,000 |
Other income received | 2017-12-31 | $4,593 |
Net income (gross income less expenses) | 2017-12-31 | $34,534 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $98,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $63,895 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $6,941 |
2016 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $21,375 |
Expenses. Total of all expenses incurred | 2016-12-31 | $36 |
Benefits paid (including direct rollovers) | 2016-12-31 | $36 |
Total plan assets at end of year | 2016-12-31 | $63,895 |
Total plan assets at beginning of year | 2016-12-31 | $42,556 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
Total contributions received or receivable from participants | 2016-12-31 | $12,000 |
Other income received | 2016-12-31 | $2,143 |
Net income (gross income less expenses) | 2016-12-31 | $21,339 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $63,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $42,556 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $7,232 |
2015 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $24,806 |
Expenses. Total of all expenses incurred | 2015-12-31 | $534 |
Benefits paid (including direct rollovers) | 2015-12-31 | $534 |
Total plan assets at end of year | 2015-12-31 | $42,556 |
Total plan assets at beginning of year | 2015-12-31 | $18,284 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
Other income received | 2015-12-31 | $156 |
Net income (gross income less expenses) | 2015-12-31 | $24,272 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $42,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,284 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $6,650 |
2014 : JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $18,284 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $18,284 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000 |
Total contributions received or receivable from participants | 2014-12-31 | $12,500 |
Other income received | 2014-12-31 | $-137 |
Net income (gross income less expenses) | 2014-12-31 | $18,284 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $18,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $5,921 |
2023: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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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: JASON WALL DVM PC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
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 |