GINA DE GENNARO, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEINRICHS & DEGENNARO, P.C./401(K) PLAN
Measure | Date | Value |
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2023: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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 | 5 |
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 | 4 |
Total of all active and inactive participants | 2023-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 9 |
Number of participants with account balances | 2023-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
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 | 5 |
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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
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 | 5 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 5 |
Total of all active and inactive participants | 2020-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 10 |
Number of participants with account balances | 2020-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Number of participants with account balances | 2018-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
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 | 3 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 15 |
Number of participants with account balances | 2012-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
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 | 3 |
Total of all active and inactive participants | 2010-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 16 |
Number of participants with account balances | 2010-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
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 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 15 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
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 | $535,568 |
Expenses. Total of all expenses incurred | 2023-12-31 | $122 |
Benefits paid (including direct rollovers) | 2023-12-31 | $122 |
Total plan assets at end of year | 2023-12-31 | $3,370,603 |
Total plan assets at beginning of year | 2023-12-31 | $2,835,157 |
Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $64,326 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
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 | $453,316 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $535,446 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,370,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,835,157 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $17,926 |
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 | $0 |
2022 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
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 | $-199,176 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $2,835,157 |
Total plan assets at beginning of year | 2022-12-31 | $3,034,333 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $61,084 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
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 | $-278,113 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-199,176 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,835,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,034,333 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $17,853 |
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 | $0 |
2021 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $605,913 |
Expenses. Total of all expenses incurred | 2021-12-31 | $6,713 |
Benefits paid (including direct rollovers) | 2021-12-31 | $6,713 |
Total plan assets at end of year | 2021-12-31 | $3,034,333 |
Total plan assets at beginning of year | 2021-12-31 | $2,435,133 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $55,697 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
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 | $533,579 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $599,200 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,034,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,435,133 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $16,637 |
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 | $0 |
2020 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
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 | $318,089 |
Expenses. Total of all expenses incurred | 2020-12-31 | $33,702 |
Benefits paid (including direct rollovers) | 2020-12-31 | $33,702 |
Total plan assets at end of year | 2020-12-31 | $2,435,133 |
Total plan assets at beginning of year | 2020-12-31 | $2,150,746 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $56,460 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
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 | $244,332 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $284,387 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,435,133 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,150,746 |
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 | $17,297 |
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 | $0 |
2019 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $565,456 |
Expenses. Total of all expenses incurred | 2019-12-31 | $912,019 |
Benefits paid (including direct rollovers) | 2019-12-31 | $912,019 |
Total plan assets at end of year | 2019-12-31 | $2,150,746 |
Total plan assets at beginning of year | 2019-12-31 | $2,497,309 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $68,900 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $476,258 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-346,563 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,150,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,497,309 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $20,298 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-110,733 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,000 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,000 |
Total plan assets at end of year | 2018-12-31 | $2,497,309 |
Total plan assets at beginning of year | 2018-12-31 | $2,613,042 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $61,325 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-234,501 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-115,733 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,497,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,613,042 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,443 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $466,155 |
Expenses. Total of all expenses incurred | 2017-12-31 | $464 |
Benefits paid (including direct rollovers) | 2017-12-31 | $464 |
Total plan assets at end of year | 2017-12-31 | $2,613,042 |
Total plan assets at beginning of year | 2017-12-31 | $2,147,351 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $68,821 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $333,096 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $465,691 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,613,042 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,147,351 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $64,238 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $306,790 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,147,351 |
Total plan assets at beginning of year | 2016-12-31 | $1,840,561 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $79,293 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $157,898 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $306,790 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,147,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,840,561 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $69,599 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $118,098 |
Expenses. Total of all expenses incurred | 2015-12-31 | $9,497 |
Benefits paid (including direct rollovers) | 2015-12-31 | $9,472 |
Total plan assets at end of year | 2015-12-31 | $1,840,561 |
Total plan assets at beginning of year | 2015-12-31 | $1,731,960 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $75,799 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-26,321 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $108,601 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,840,561 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,731,960 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $68,620 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25 |
2014 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $243,288 |
Expenses. Total of all expenses incurred | 2014-12-31 | $28,150 |
Benefits paid (including direct rollovers) | 2014-12-31 | $28,125 |
Total plan assets at end of year | 2014-12-31 | $1,731,960 |
Total plan assets at beginning of year | 2014-12-31 | $1,516,822 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $66,432 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $112,999 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $215,138 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,731,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,516,822 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $63,857 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
2013 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $389,509 |
Expenses. Total of all expenses incurred | 2013-12-31 | $92,647 |
Benefits paid (including direct rollovers) | 2013-12-31 | $92,622 |
Total plan assets at end of year | 2013-12-31 | $1,516,822 |
Total plan assets at beginning of year | 2013-12-31 | $1,219,960 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $62,567 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $272,557 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $296,862 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,516,822 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,219,960 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $54,385 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25 |
2012 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $298,670 |
Expenses. Total of all expenses incurred | 2012-12-31 | $103,500 |
Benefits paid (including direct rollovers) | 2012-12-31 | $103,500 |
Total plan assets at end of year | 2012-12-31 | $1,219,960 |
Total plan assets at beginning of year | 2012-12-31 | $1,024,790 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $62,565 |
Other income received | 2012-12-31 | $143,389 |
Net income (gross income less expenses) | 2012-12-31 | $195,170 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,219,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,024,790 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $92,716 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $112,934 |
Expenses. Total of all expenses incurred | 2011-12-31 | $501,804 |
Benefits paid (including direct rollovers) | 2011-12-31 | $501,744 |
Total plan assets at end of year | 2011-12-31 | $1,024,790 |
Total plan assets at beginning of year | 2011-12-31 | $1,413,660 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $68,202 |
Other income received | 2011-12-31 | $-32,365 |
Net income (gross income less expenses) | 2011-12-31 | $-388,870 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,024,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,413,660 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $77,097 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $60 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $385,234 |
Expenses. Total of all expenses incurred | 2010-12-31 | $168,950 |
Benefits paid (including direct rollovers) | 2010-12-31 | $168,949 |
Total plan assets at end of year | 2010-12-31 | $1,413,660 |
Total plan assets at beginning of year | 2010-12-31 | $1,197,376 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $76,395 |
Other income received | 2010-12-31 | $202,337 |
Net income (gross income less expenses) | 2010-12-31 | $216,284 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,413,660 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,197,376 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $106,502 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2023: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
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 |
2009: HEINRICHS & DEGENNARO, P.C./401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |