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THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 401k Plan overview

Plan NameTHOMAS W. DANIELS & CO., P.C. 401(K) PLAN
Plan identification number 001

THOMAS W. DANIELS & CO., P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THOMAS W. DANIELS & CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. DANIELS & CO., P.C.
Employer identification number (EIN):351937610
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01THOMAS W. DANIELS
0012017-01-01THOMAS W. DANIELS
0012016-01-01THOMAS W. DANIELS
0012015-01-01THOMAS W. DANIELS
0012014-01-01THOMAS W. DANIELS
0012013-01-01THOMAS W. DANIELS
0012012-01-01THOMAS W. DANIELS
0012011-01-01THOMAS W DANIELS
0012009-01-01THOMAS W DANIELS

Plan Statistics for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

401k plan membership statisitcs for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Measure Date Value
2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Total participants2022-01-017
Number of participants with account balances2022-01-017
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-017
Total participants2021-01-017
Number of participants with account balances2021-01-017
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-016
Total participants2019-01-016
Number of participants with account balances2019-01-016
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
Number of participants with account balances2018-01-016
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
2014: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

Measure Date Value
2022 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-165,038
Expenses. Total of all expenses incurred2022-12-31$185
Total plan assets at end of year2022-12-31$1,104,829
Total plan assets at beginning of year2022-12-31$1,270,052
Total contributions received or receivable from participants2022-12-31$74,676
Expenses. Other expenses not covered elsewhere2022-12-31$185
Other income received2022-12-31$-239,714
Net income (gross income less expenses)2022-12-31$-165,223
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,104,829
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,270,052
2021 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$234,841
Expenses. Total of all expenses incurred2021-12-31$251
Total plan assets at end of year2021-12-31$1,270,052
Total plan assets at beginning of year2021-12-31$1,035,462
Total contributions received or receivable from participants2021-12-31$71,042
Expenses. Other expenses not covered elsewhere2021-12-31$251
Other income received2021-12-31$163,799
Net income (gross income less expenses)2021-12-31$234,590
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,270,052
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,035,462
2020 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$188,505
Expenses. Total of all expenses incurred2020-12-31$113
Total plan assets at end of year2020-12-31$1,035,462
Total plan assets at beginning of year2020-12-31$847,070
Total contributions received or receivable from participants2020-12-31$35,024
Expenses. Other expenses not covered elsewhere2020-12-31$113
Other income received2020-12-31$153,481
Net income (gross income less expenses)2020-12-31$188,392
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,035,462
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$847,070
2019 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$186,132
Expenses. Total of all expenses incurred2019-12-31$229
Total plan assets at end of year2019-12-31$847,070
Total plan assets at beginning of year2019-12-31$661,167
Total contributions received or receivable from participants2019-12-31$31,154
Expenses. Other expenses not covered elsewhere2019-12-31$229
Other income received2019-12-31$154,978
Net income (gross income less expenses)2019-12-31$185,903
Net plan assets at end of year (total assets less liabilities)2019-12-31$847,070
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$661,167
2018 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-16,949
Expenses. Total of all expenses incurred2018-12-31$363
Total plan assets at end of year2018-12-31$661,167
Total plan assets at beginning of year2018-12-31$678,479
Total contributions received or receivable from participants2018-12-31$40,616
Expenses. Other expenses not covered elsewhere2018-12-31$363
Other income received2018-12-31$-57,565
Net income (gross income less expenses)2018-12-31$-17,312
Net plan assets at end of year (total assets less liabilities)2018-12-31$661,167
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$678,479
2017 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$164,957
Expenses. Total of all expenses incurred2017-12-31$453
Total plan assets at end of year2017-12-31$678,479
Total plan assets at beginning of year2017-12-31$513,975
Total contributions received or receivable from participants2017-12-31$37,365
Expenses. Other expenses not covered elsewhere2017-12-31$453
Other income received2017-12-31$127,592
Net income (gross income less expenses)2017-12-31$164,504
Net plan assets at end of year (total assets less liabilities)2017-12-31$678,479
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$513,975
2016 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$74,108
Expenses. Total of all expenses incurred2016-12-31$331
Total plan assets at end of year2016-12-31$513,975
Total plan assets at beginning of year2016-12-31$440,198
Total contributions received or receivable from participants2016-12-31$30,400
Expenses. Other expenses not covered elsewhere2016-12-31$331
Other income received2016-12-31$43,708
Net income (gross income less expenses)2016-12-31$73,777
Net plan assets at end of year (total assets less liabilities)2016-12-31$513,975
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$440,198
2015 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,206
Expenses. Total of all expenses incurred2015-12-31$230
Total plan assets at end of year2015-12-31$440,198
Total plan assets at beginning of year2015-12-31$420,222
Total contributions received or receivable from participants2015-12-31$27,817
Expenses. Other expenses not covered elsewhere2015-12-31$230
Other income received2015-12-31$-7,611
Net income (gross income less expenses)2015-12-31$19,976
Net plan assets at end of year (total assets less liabilities)2015-12-31$440,198
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$420,222
2014 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,103
Expenses. Total of all expenses incurred2014-12-31$289
Total plan assets at end of year2014-12-31$420,222
Total plan assets at beginning of year2014-12-31$383,408
Total contributions received or receivable from participants2014-12-31$26,295
Expenses. Other expenses not covered elsewhere2014-12-31$289
Other income received2014-12-31$10,808
Net income (gross income less expenses)2014-12-31$36,814
Net plan assets at end of year (total assets less liabilities)2014-12-31$420,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$383,408
2013 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$42,245
Expenses. Total of all expenses incurred2013-12-31$141
Total plan assets at end of year2013-12-31$383,408
Total plan assets at beginning of year2013-12-31$341,304
Total contributions received or receivable from participants2013-12-31$23,447
Expenses. Other expenses not covered elsewhere2013-12-31$141
Other income received2013-12-31$18,798
Net income (gross income less expenses)2013-12-31$42,104
Net plan assets at end of year (total assets less liabilities)2013-12-31$383,408
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$341,304
2012 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$46,841
Expenses. Total of all expenses incurred2012-12-31$728
Total plan assets at end of year2012-12-31$341,304
Total plan assets at beginning of year2012-12-31$295,191
Total contributions received or receivable from participants2012-12-31$22,868
Expenses. Other expenses not covered elsewhere2012-12-31$728
Other income received2012-12-31$23,973
Net income (gross income less expenses)2012-12-31$46,113
Net plan assets at end of year (total assets less liabilities)2012-12-31$341,304
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$295,191
2011 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,955
Total plan assets at end of year2011-12-31$295,191
Total plan assets at beginning of year2011-12-31$275,236
Total contributions received or receivable from participants2011-12-31$23,386
Other income received2011-12-31$-3,431
Net income (gross income less expenses)2011-12-31$19,955
Net plan assets at end of year (total assets less liabilities)2011-12-31$295,191
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$275,236
2010 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$41,069
Expenses. Total of all expenses incurred2010-12-31$1,784
Benefits paid (including direct rollovers)2010-12-31$1,784
Total plan assets at end of year2010-12-31$275,236
Total plan assets at beginning of year2010-12-31$235,951
Total contributions received or receivable from participants2010-12-31$20,384
Other income received2010-12-31$20,685
Net income (gross income less expenses)2010-12-31$39,285
Net plan assets at end of year (total assets less liabilities)2010-12-31$275,236
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$235,951

Form 5500 Responses for THOMAS W. DANIELS & CO., P.C. 401(K) PLAN

2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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