THOMAS W. DANIELS & CO., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
2021: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
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 | 7 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
2020: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 6 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
2019: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
2018: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
2017: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2017 401k membership |
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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 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
2016: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
2015: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
2014: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2009: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
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2022 : THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-165,038 |
Expenses. Total of all expenses incurred | 2022-12-31 | $185 |
Total plan assets at end of year | 2022-12-31 | $1,104,829 |
Total plan assets at beginning of year | 2022-12-31 | $1,270,052 |
Total contributions received or receivable from participants | 2022-12-31 | $74,676 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $185 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $234,841 |
Expenses. Total of all expenses incurred | 2021-12-31 | $251 |
Total plan assets at end of year | 2021-12-31 | $1,270,052 |
Total plan assets at beginning of year | 2021-12-31 | $1,035,462 |
Total contributions received or receivable from participants | 2021-12-31 | $71,042 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $251 |
Other income received | 2021-12-31 | $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 |
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Total income from all sources | 2020-12-31 | $188,505 |
Expenses. Total of all expenses incurred | 2020-12-31 | $113 |
Total plan assets at end of year | 2020-12-31 | $1,035,462 |
Total plan assets at beginning of year | 2020-12-31 | $847,070 |
Total contributions received or receivable from participants | 2020-12-31 | $35,024 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $113 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $186,132 |
Expenses. Total of all expenses incurred | 2019-12-31 | $229 |
Total plan assets at end of year | 2019-12-31 | $847,070 |
Total plan assets at beginning of year | 2019-12-31 | $661,167 |
Total contributions received or receivable from participants | 2019-12-31 | $31,154 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $229 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-16,949 |
Expenses. Total of all expenses incurred | 2018-12-31 | $363 |
Total plan assets at end of year | 2018-12-31 | $661,167 |
Total plan assets at beginning of year | 2018-12-31 | $678,479 |
Total contributions received or receivable from participants | 2018-12-31 | $40,616 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $363 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $164,957 |
Expenses. Total of all expenses incurred | 2017-12-31 | $453 |
Total plan assets at end of year | 2017-12-31 | $678,479 |
Total plan assets at beginning of year | 2017-12-31 | $513,975 |
Total contributions received or receivable from participants | 2017-12-31 | $37,365 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $453 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $74,108 |
Expenses. Total of all expenses incurred | 2016-12-31 | $331 |
Total plan assets at end of year | 2016-12-31 | $513,975 |
Total plan assets at beginning of year | 2016-12-31 | $440,198 |
Total contributions received or receivable from participants | 2016-12-31 | $30,400 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $331 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $20,206 |
Expenses. Total of all expenses incurred | 2015-12-31 | $230 |
Total plan assets at end of year | 2015-12-31 | $440,198 |
Total plan assets at beginning of year | 2015-12-31 | $420,222 |
Total contributions received or receivable from participants | 2015-12-31 | $27,817 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $230 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $37,103 |
Expenses. Total of all expenses incurred | 2014-12-31 | $289 |
Total plan assets at end of year | 2014-12-31 | $420,222 |
Total plan assets at beginning of year | 2014-12-31 | $383,408 |
Total contributions received or receivable from participants | 2014-12-31 | $26,295 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $289 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $42,245 |
Expenses. Total of all expenses incurred | 2013-12-31 | $141 |
Total plan assets at end of year | 2013-12-31 | $383,408 |
Total plan assets at beginning of year | 2013-12-31 | $341,304 |
Total contributions received or receivable from participants | 2013-12-31 | $23,447 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $141 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $46,841 |
Expenses. Total of all expenses incurred | 2012-12-31 | $728 |
Total plan assets at end of year | 2012-12-31 | $341,304 |
Total plan assets at beginning of year | 2012-12-31 | $295,191 |
Total contributions received or receivable from participants | 2012-12-31 | $22,868 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $728 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $19,955 |
Total plan assets at end of year | 2011-12-31 | $295,191 |
Total plan assets at beginning of year | 2011-12-31 | $275,236 |
Total contributions received or receivable from participants | 2011-12-31 | $23,386 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $41,069 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,784 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,784 |
Total plan assets at end of year | 2010-12-31 | $275,236 |
Total plan assets at beginning of year | 2010-12-31 | $235,951 |
Total contributions received or receivable from participants | 2010-12-31 | $20,384 |
Other income received | 2010-12-31 | $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 |
2022: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2013 form 5500 responses |
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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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2011 form 5500 responses |
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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: THOMAS W. DANIELS & CO., P.C. 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |