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Filing

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

Dempsey Vantrease & Follis PLLC • EIN 62-1736974 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

47 → 37

-10 • -21.28%

Assets

Up

$1,024,977 → $1,309,294

$284,317 • 27.74%

Investment Management Fee

-

Admin expenses - • Total expenses $38,387

Filing Details

Context
Net investment result
$284,317

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

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$1,309,294$127,026$3,433iApproximate average salary by contribution assumption: employee only about $85,828 at 4% or $57,219 at 6%; with 50% employer match about $57,219 at 4% or $38,146 at 6%; with 100% employer match about $42,914 at 4% or $28,609 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and TrustCurrent37$1,309,294$127,026$3,433iApproximate average salary by contribution assumption: employee only about $85,828 at 4% or $57,219 at 6%; with 50% employer match about $57,219 at 4% or $38,146 at 6%; with 100% employer match about $42,914 at 4% or $28,609 at 6%.
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 Trust-25---
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 I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,309,294$284,317 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,024,977$1,309,294Increase +$284,317 (27.74%)
Total liabilities$0$0No change $0
Net assets$1,024,977$1,309,294Increase +$284,317 (27.74%)

Contributions

Employer contributions$25,195
Participant contributions$101,831
Other contributions$0

Income & Expenses

Total income$322,704
Total expenses$38,387
Net income$284,317
Source fields
Schedule I source fields
Filing Id
91037023022287
Schedule I EIN
62-1736974
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$1,024,977
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,024,977
Small plan total assets at end of year
$1,309,294
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,309,294
Small plan employer contributions
$25,195
Small plan participant contributions
$101,831
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$195,678
Small plan total income
$322,704
Small plan total benefit distributions
$38,387
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$38,387
Small plan net income or loss
$284,317
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$250,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0