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Filing

Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust

Dempsey Vantrease & Follis PLLC • EIN 62-1736974 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

28 → 25

-3 • -10.71%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024135$10,906,276$506,377$14,468iApproximate average salary by contribution assumption: employee only about $361,698 at 4% or $241,132 at 6%; with 50% employer match about $241,132 at 4% or $160,755 at 6%; with 100% employer match about $180,849 at 4% or $120,566 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$10,906,276$506,377$14,468iApproximate average salary by contribution assumption: employee only about $361,698 at 4% or $241,132 at 6%; with 50% employer match about $241,132 at 4% or $160,755 at 6%; with 100% employer match about $180,849 at 4% or $120,566 at 6%.
2023138$9,162,590$472,431$12,432iApproximate average salary by contribution assumption: employee only about $310,810 at 4% or $207,207 at 6%; with 50% employer match about $207,207 at 4% or $138,138 at 6%; with 100% employer match about $155,405 at 4% or $103,603 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-38$9,162,590$472,431$12,432iApproximate average salary by contribution assumption: employee only about $310,810 at 4% or $207,207 at 6%; with 50% employer match about $207,207 at 4% or $138,138 at 6%; with 100% employer match about $155,405 at 4% or $103,603 at 6%.
2022136$7,866,738$427,108$11,864iApproximate average salary by contribution assumption: employee only about $296,603 at 4% or $197,735 at 6%; with 50% employer match about $197,735 at 4% or $131,823 at 6%; with 100% employer match about $148,301 at 4% or $98,868 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-36$7,866,738$427,108$11,864iApproximate average salary by contribution assumption: employee only about $296,603 at 4% or $197,735 at 6%; with 50% employer match about $197,735 at 4% or $131,823 at 6%; with 100% employer match about $148,301 at 4% or $98,868 at 6%.
2021132$8,831,252$379,962$11,874iApproximate average salary by contribution assumption: employee only about $296,845 at 4% or $197,897 at 6%; with 50% employer match about $197,897 at 4% or $131,931 at 6%; with 100% employer match about $148,423 at 4% or $98,948 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-32$8,831,252$379,962$11,874iApproximate average salary by contribution assumption: employee only about $296,845 at 4% or $197,897 at 6%; with 50% employer match about $197,897 at 4% or $131,931 at 6%; with 100% employer match about $148,423 at 4% or $98,948 at 6%.
2020129$7,513,758$356,688$12,300iApproximate average salary by contribution assumption: employee only about $307,490 at 4% or $204,993 at 6%; with 50% employer match about $204,993 at 4% or $136,662 at 6%; with 100% employer match about $153,745 at 4% or $102,497 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-29$7,513,758$356,688$12,300iApproximate average salary by contribution assumption: employee only about $307,490 at 4% or $204,993 at 6%; with 50% employer match about $204,993 at 4% or $136,662 at 6%; with 100% employer match about $153,745 at 4% or $102,497 at 6%.
2019129$6,304,065$329,620$11,366iApproximate average salary by contribution assumption: employee only about $284,155 at 4% or $189,437 at 6%; with 50% employer match about $189,437 at 4% or $126,291 at 6%; with 100% employer match about $142,078 at 4% or $94,718 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-29$6,304,065$329,620$11,366iApproximate average salary by contribution assumption: employee only about $284,155 at 4% or $189,437 at 6%; with 50% employer match about $189,437 at 4% or $126,291 at 6%; with 100% employer match about $142,078 at 4% or $94,718 at 6%.
2018134$4,931,596$313,543$9,222iApproximate average salary by contribution assumption: employee only about $230,546 at 4% or $153,698 at 6%; with 50% employer match about $153,698 at 4% or $102,465 at 6%; with 100% employer match about $115,273 at 4% or $76,849 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-34$4,931,596$313,543$9,222iApproximate average salary by contribution assumption: employee only about $230,546 at 4% or $153,698 at 6%; with 50% employer match about $153,698 at 4% or $102,465 at 6%; with 100% employer match about $115,273 at 4% or $76,849 at 6%.
2017135$4,963,226$297,361$8,496iApproximate average salary by contribution assumption: employee only about $212,401 at 4% or $141,600 at 6%; with 50% employer match about $141,600 at 4% or $94,400 at 6%; with 100% employer match about $106,200 at 4% or $70,800 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$4,963,226$297,361$8,496iApproximate average salary by contribution assumption: employee only about $212,401 at 4% or $141,600 at 6%; with 50% employer match about $141,600 at 4% or $94,400 at 6%; with 100% employer match about $106,200 at 4% or $70,800 at 6%.
2016132$4,312,901$288,920$9,029iApproximate average salary by contribution assumption: employee only about $225,719 at 4% or $150,479 at 6%; with 50% employer match about $150,479 at 4% or $100,319 at 6%; with 100% employer match about $112,859 at 4% or $75,240 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-32$4,312,901$288,920$9,029iApproximate average salary by contribution assumption: employee only about $225,719 at 4% or $150,479 at 6%; with 50% employer match about $150,479 at 4% or $100,319 at 6%; with 100% employer match about $112,859 at 4% or $75,240 at 6%.
2015133$4,246,055$278,275$8,433iApproximate average salary by contribution assumption: employee only about $210,814 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,271 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-33$4,246,055$278,275$8,433iApproximate average salary by contribution assumption: employee only about $210,814 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,271 at 6%.
2014135$3,788,187$265,267$7,579iApproximate average salary by contribution assumption: employee only about $189,476 at 4% or $126,318 at 6%; with 50% employer match about $126,318 at 4% or $84,212 at 6%; with 100% employer match about $94,738 at 4% or $63,159 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$3,788,187$265,267$7,579iApproximate average salary by contribution assumption: employee only about $189,476 at 4% or $126,318 at 6%; with 50% employer match about $126,318 at 4% or $84,212 at 6%; with 100% employer match about $94,738 at 4% or $63,159 at 6%.
2013137$3,273,816$281,004$7,595iApproximate average salary by contribution assumption: employee only about $189,868 at 4% or $126,578 at 6%; with 50% employer match about $126,578 at 4% or $84,386 at 6%; with 100% employer match about $94,934 at 4% or $63,289 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-37$3,273,816$281,004$7,595iApproximate average salary by contribution assumption: employee only about $189,868 at 4% or $126,578 at 6%; with 50% employer match about $126,578 at 4% or $84,386 at 6%; with 100% employer match about $94,934 at 4% or $63,289 at 6%.
2012134$2,689,451$276,210$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-34$2,689,451$276,210$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
2011135$2,530,319$244,746$6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,409 at 4% or $58,273 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$2,530,319$244,746$6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,409 at 4% or $58,273 at 6%.
2010136$2,308,168$207,335$5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-36$2,308,168$207,335$5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%.
2009139$2,010,923$192,751$4,942iApproximate average salary by contribution assumption: employee only about $123,558 at 4% or $82,372 at 6%; with 50% employer match about $82,372 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-39$2,010,923$192,751$4,942iApproximate average salary by contribution assumption: employee only about $123,558 at 4% or $82,372 at 6%; with 50% employer match about $82,372 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%.
2008153$1,562,735$229,395$4,328iApproximate average salary by contribution assumption: employee only about $108,205 at 4% or $72,137 at 6%; with 50% employer match about $72,137 at 4% or $48,091 at 6%; with 100% employer match about $54,103 at 4% or $36,068 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-53$1,562,735$229,395$4,328iApproximate average salary by contribution assumption: employee only about $108,205 at 4% or $72,137 at 6%; with 50% employer match about $72,137 at 4% or $48,091 at 6%; with 100% employer match about $54,103 at 4% or $36,068 at 6%.
2007153$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-53---
2006150$1,931,166$220,828$4,417iApproximate average salary by contribution assumption: employee only about $110,414 at 4% or $73,609 at 6%; with 50% employer match about $73,609 at 4% or $49,073 at 6%; with 100% employer match about $55,207 at 4% or $36,805 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-50$1,931,166$220,828$4,417iApproximate average salary by contribution assumption: employee only about $110,414 at 4% or $73,609 at 6%; with 50% employer match about $73,609 at 4% or $49,073 at 6%; with 100% employer match about $55,207 at 4% or $36,805 at 6%.
2005141$1,551,546$173,797$4,239iApproximate average salary by contribution assumption: employee only about $105,974 at 4% or $70,649 at 6%; with 50% employer match about $70,649 at 4% or $47,099 at 6%; with 100% employer match about $52,987 at 4% or $35,325 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-41$1,551,546$173,797$4,239iApproximate average salary by contribution assumption: employee only about $105,974 at 4% or $70,649 at 6%; with 50% employer match about $70,649 at 4% or $47,099 at 6%; with 100% employer match about $52,987 at 4% or $35,325 at 6%.
2004137$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-37---
2003138$1,024,977$110,757$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-38$1,024,977$110,757$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
2002125$730,313$87,953$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,635 at 6%; with 50% employer match about $58,635 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-25$730,313$87,953$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,635 at 6%; with 50% employer match about $58,635 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
2001125$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and TrustCurrent25---
2000123$773,209$100,196$4,356iApproximate average salary by contribution assumption: employee only about $108,909 at 4% or $72,606 at 6%; with 50% employer match about $72,606 at 4% or $48,404 at 6%; with 100% employer match about $54,454 at 4% or $36,303 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-23$773,209$100,196$4,356iApproximate average salary by contribution assumption: employee only about $108,909 at 4% or $72,606 at 6%; with 50% employer match about $72,606 at 4% or $48,404 at 6%; with 100% employer match about $54,454 at 4% or $36,303 at 6%.
1999123$809,515$96,144$4,180iApproximate average salary by contribution assumption: employee only about $104,504 at 4% or $69,670 at 6%; with 50% employer match about $69,670 at 4% or $46,446 at 6%; with 100% employer match about $52,252 at 4% or $34,835 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-23$809,515$96,144$4,180iApproximate average salary by contribution assumption: employee only about $104,504 at 4% or $69,670 at 6%; with 50% employer match about $69,670 at 4% or $46,446 at 6%; with 100% employer match about $52,252 at 4% or $34,835 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037078047283
Form Id
28325216
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020373078047030002
Ins Broker 01 Name
JAMES BANKER
Ins Broker 01 Street Addr
2100 WEST END AVENUE, SUITE 650
Ins Broker 01 City
NASHVILLE
Ins Broker 01 State
TN
Ins Broker 01 ZIP Code
37203
Ins Broker Comm Pd 01 Amount
$459
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Filing Id
84037078047283
Form Id
28325216
Schedule A EIN
62-1736974
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
LINCOLN NATIONAL LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0472300
Ins Carrier Naic Code
65676
Ins Contract Num
GP80349
Ins Prsn Covered End of year Count
3
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$459
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$61,021
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GVA WITH GUARANTEED ACCOUNT
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037078047283
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
SHORT TERM ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300114
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$26,330
Row 2
Filing Id
84037078047283
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020373078047030003
Row 3
Filing Id
84037078047283
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
MEDIUM CAP EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300117
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$13,688
Row 4
Filing Id
84037078047283
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
BALANCED ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300121
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,202
Row 5
Filing Id
84037078047283
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
AGRESSIVE BALANCED ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300132
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,934
Row 6
Filing Id
84037078047283
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
JANUS ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300142
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
84037078047283
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
CORE EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300111
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,219
Row 8
Filing Id
84037078047283
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
LARGE CAP EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300123
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$2,639
Row 9
Filing Id
84037078047283
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
1020373078047030003
DFE P1 Entity 01 Name
VALUE EQUITY ACCT
DFE P1 Spons 01 Name
LINCOLN LIFE
DFE P1 Plan 01 EIN Plan number
350472300128
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,008

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037078047283
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
No