PENELOPE DIXON & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN
401k plan membership statisitcs for PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN
Measure | Date | Value |
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2023: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 3 |
Number of participants with account balances | 2023-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2010: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1 |
Number of participants with account balances | 2010-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2023 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $83,450 |
Expenses. Total of all expenses incurred | 2023-12-31 | $11,162 |
Benefits paid (including direct rollovers) | 2023-12-31 | $8,089 |
Total plan assets at end of year | 2023-12-31 | $500,860 |
Total plan assets at beginning of year | 2023-12-31 | $428,572 |
Value of fidelity bond covering the plan | 2023-12-31 | $60,000 |
Assets. Value of tangible personal property | 2023-12-31 | $193,000 |
Total contributions received or receivable from participants | 2023-12-31 | $20,500 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $56,884 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $72,288 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $500,860 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $428,572 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $6,066 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,073 |
2022 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-23,836 |
Expenses. Total of all expenses incurred | 2022-12-31 | $11,529 |
Benefits paid (including direct rollovers) | 2022-12-31 | $8,762 |
Total plan assets at end of year | 2022-12-31 | $428,572 |
Total plan assets at beginning of year | 2022-12-31 | $463,937 |
Value of fidelity bond covering the plan | 2022-12-31 | $60,000 |
Assets. Value of tangible personal property | 2022-12-31 | $193,000 |
Total contributions received or receivable from participants | 2022-12-31 | $20,500 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-50,291 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-35,365 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $428,572 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $463,937 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $5,955 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,767 |
2021 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $63,855 |
Expenses. Total of all expenses incurred | 2021-12-31 | $11,360 |
Benefits paid (including direct rollovers) | 2021-12-31 | $8,650 |
Total plan assets at end of year | 2021-12-31 | $463,937 |
Total plan assets at beginning of year | 2021-12-31 | $411,442 |
Value of fidelity bond covering the plan | 2021-12-31 | $35,000 |
Assets. Value of tangible personal property | 2021-12-31 | $208,425 |
Total contributions received or receivable from participants | 2021-12-31 | $19,500 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $38,505 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $52,495 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $463,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $411,442 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $5,850 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,710 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $-24,279 |
Expenses. Total of all expenses incurred | 2020-12-31 | $25,367 |
Benefits paid (including direct rollovers) | 2020-12-31 | $23,882 |
Total plan assets at end of year | 2020-12-31 | $411,442 |
Total plan assets at beginning of year | 2020-12-31 | $461,088 |
Value of fidelity bond covering the plan | 2020-12-31 | $285,500 |
Assets. Value of tangible personal property | 2020-12-31 | $215,500 |
Total contributions received or receivable from participants | 2020-12-31 | $19,500 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $-50,729 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-49,646 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $411,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $461,088 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $6,950 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,485 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,356 |
Expenses. Total of all expenses incurred | 2019-12-31 | $69,301 |
Benefits paid (including direct rollovers) | 2019-12-31 | $69,301 |
Total plan assets at end of year | 2019-12-31 | $461,088 |
Total plan assets at beginning of year | 2019-12-31 | $529,033 |
Value of fidelity bond covering the plan | 2019-12-31 | $360,000 |
Assets. Value of tangible personal property | 2019-12-31 | $285,850 |
Other income received | 2019-12-31 | $1,356 |
Net income (gross income less expenses) | 2019-12-31 | $-67,945 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $461,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $529,033 |
2010 : PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $299,747 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $299,747 |
Total plan assets at beginning of year | 2010-12-31 | $0 |
Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $274,702 |
Other income received | 2010-12-31 | $25,045 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $299,747 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $299,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2023: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses |
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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: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses |
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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: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses |
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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: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
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: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses |
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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 |
2010: PENELOPE DIXON & ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | First time form 5500 has been submitted | Yes |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |