Plan Name | WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WILLIAM VITACCO ASSOCIATES, LTD. |
Employer identification number (EIN): | 112775920 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about WILLIAM VITACCO ASSOCIATES, LTD.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1985-11-27 |
Company Identification Number: | 1043393 |
Legal Registered Office Address: |
299 BROADWAY 5TH FLR NEW YORK United States of America (USA) 10007 |
More information about WILLIAM VITACCO ASSOCIATES, LTD.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | WILLIAM VITACCO | |||
002 | 2016-01-01 | WILLIAM VITACCO | |||
002 | 2015-01-01 | JACQUELINE VITACCO | |||
002 | 2014-01-01 | WILLIAM VITACCO | |||
002 | 2013-01-01 | WILLIAM VITACCO | |||
002 | 2012-01-01 | WILLIAM VITACCO | |||
002 | 2011-01-01 | WILLIAM VITACCO | |||
002 | 2010-01-01 | WILLIAM VITACCO | |||
002 | 2009-01-01 | WILLIAM VITACCO |
Measure | Date | Value |
---|---|---|
2023: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 82 |
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 | 27 |
Total of all active and inactive participants | 2023-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 109 |
Number of participants with account balances | 2023-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 98 |
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 | 20 |
Total of all active and inactive participants | 2022-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 118 |
Number of participants with account balances | 2022-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 93 |
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 | 25 |
Total of all active and inactive participants | 2021-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 118 |
Number of participants with account balances | 2021-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 88 |
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 | 18 |
Total of all active and inactive participants | 2020-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 106 |
Number of participants with account balances | 2020-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 96 |
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 | 18 |
Total of all active and inactive participants | 2019-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 114 |
Number of participants with account balances | 2019-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 90 |
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 | 18 |
Total of all active and inactive participants | 2018-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 108 |
Number of participants with account balances | 2018-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 74 |
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 | 19 |
Total of all active and inactive participants | 2017-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 93 |
Number of participants with account balances | 2017-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 78 |
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 | 12 |
Total of all active and inactive participants | 2016-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 90 |
Number of participants with account balances | 2016-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 68 |
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 | 23 |
Total of all active and inactive participants | 2015-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 91 |
Number of participants with account balances | 2015-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 59 |
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 | 19 |
Total of all active and inactive participants | 2014-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 78 |
Number of participants with account balances | 2014-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 58 |
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 | 15 |
Total of all active and inactive participants | 2013-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 73 |
Number of participants with account balances | 2013-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 54 |
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 | 14 |
Total of all active and inactive participants | 2012-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 68 |
Number of participants with account balances | 2012-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
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 | 11 |
Total of all active and inactive participants | 2011-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 59 |
Number of participants with account balances | 2011-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 46 |
Number of participants with account balances | 2010-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 36 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 39 |
Number of participants with account balances | 2009-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2023 401k financial data | ||
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 | $2,791,531 |
Expenses. Total of all expenses incurred | 2023-12-31 | $373,505 |
Benefits paid (including direct rollovers) | 2023-12-31 | $342,893 |
Total plan assets at end of year | 2023-12-31 | $12,655,757 |
Total plan assets at beginning of year | 2023-12-31 | $10,237,731 |
Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $641,919 |
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 | $1,838,505 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $2,418,026 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $12,655,757 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,237,731 |
Assets. Value of participant loans | 2023-12-31 | $248,692 |
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 | $311,107 |
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 | $30,612 |
2022 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2022 401k financial data | ||
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 | $-734,683 |
Expenses. Total of all expenses incurred | 2022-12-31 | $163,929 |
Benefits paid (including direct rollovers) | 2022-12-31 | $130,773 |
Total plan assets at end of year | 2022-12-31 | $10,237,731 |
Total plan assets at beginning of year | 2022-12-31 | $11,136,343 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $609,234 |
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 | $209,582 |
Other income received | 2022-12-31 | $-1,839,014 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-898,612 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,237,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,136,343 |
Assets. Value of participant loans | 2022-12-31 | $370,362 |
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 | $285,515 |
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 | $33,156 |
2021 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2021 401k financial data | ||
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 | $2,327,473 |
Expenses. Total of all expenses incurred | 2021-12-31 | $79,365 |
Benefits paid (including direct rollovers) | 2021-12-31 | $48,788 |
Total plan assets at end of year | 2021-12-31 | $11,136,343 |
Total plan assets at beginning of year | 2021-12-31 | $8,888,235 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $560,690 |
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 | $1,407,413 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,248,108 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,136,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,888,235 |
Assets. Value of participant loans | 2021-12-31 | $323,310 |
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 | $359,370 |
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 | $30,577 |
2020 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2020 401k financial data | ||
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 | $1,756,463 |
Expenses. Total of all expenses incurred | 2020-12-31 | $274,892 |
Benefits paid (including direct rollovers) | 2020-12-31 | $251,038 |
Total plan assets at end of year | 2020-12-31 | $8,888,235 |
Total plan assets at beginning of year | 2020-12-31 | $7,406,664 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $512,940 |
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 | $69,610 |
Other income received | 2020-12-31 | $1,050,465 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,481,571 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,888,235 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,406,664 |
Assets. Value of participant loans | 2020-12-31 | $222,224 |
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 | $123,448 |
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 | $23,854 |
2019 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2019 401k financial data | ||
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 | $2,010,675 |
Expenses. Total of all expenses incurred | 2019-12-31 | $46,450 |
Benefits paid (including direct rollovers) | 2019-12-31 | $23,452 |
Total plan assets at end of year | 2019-12-31 | $7,406,664 |
Total plan assets at beginning of year | 2019-12-31 | $5,442,439 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $500,805 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $28,970 |
Other income received | 2019-12-31 | $1,257,675 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,964,225 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,406,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,442,439 |
Assets. Value of participant loans | 2019-12-31 | $157,347 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $223,225 |
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 | $22,998 |
2018 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2018 401k financial data | ||
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 | $175,963 |
Expenses. Total of all expenses incurred | 2018-12-31 | $206,917 |
Benefits paid (including direct rollovers) | 2018-12-31 | $177,501 |
Total plan assets at end of year | 2018-12-31 | $5,442,439 |
Total plan assets at beginning of year | 2018-12-31 | $5,473,393 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $438,333 |
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 | $-462,002 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-30,954 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,442,439 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,473,393 |
Assets. Value of participant loans | 2018-12-31 | $27,282 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $199,632 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $3,331 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $26,085 |
2017 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $1,679 |
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 | $1,361,425 |
Expenses. Total of all expenses incurred | 2017-12-31 | $105,300 |
Benefits paid (including direct rollovers) | 2017-12-31 | $84,351 |
Total plan assets at end of year | 2017-12-31 | $5,473,393 |
Total plan assets at beginning of year | 2017-12-31 | $4,215,589 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $373,375 |
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 | $822,582 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,256,125 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,473,393 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,215,589 |
Assets. Value of participant loans | 2017-12-31 | $8,916 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $165,468 |
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 | $20,949 |
2016 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $2,173 |
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 | $735,140 |
Expenses. Total of all expenses incurred | 2016-12-31 | $194,271 |
Benefits paid (including direct rollovers) | 2016-12-31 | $179,758 |
Total plan assets at end of year | 2016-12-31 | $4,215,589 |
Total plan assets at beginning of year | 2016-12-31 | $3,672,547 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $320,237 |
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 | $241,065 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $540,869 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,215,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,672,547 |
Assets. Value of participant loans | 2016-12-31 | $36,173 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $173,838 |
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 | $14,513 |
2015 : WILLIAM VITACCO ASSOCIATES RETIREMENT 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 | $283,988 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,904 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $3,672,547 |
Total plan assets at beginning of year | 2015-12-31 | $3,399,463 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $247,189 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $84,337 |
Other income received | 2015-12-31 | $-179,071 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $273,084 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,672,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,399,463 |
Assets. Value of participant loans | 2015-12-31 | $37,843 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $131,533 |
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 | $10,904 |
2014 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2014 401k financial data | ||
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 | $405,302 |
Expenses. Total of all expenses incurred | 2014-12-31 | $823 |
Benefits paid (including direct rollovers) | 2014-12-31 | $823 |
Total plan assets at end of year | 2014-12-31 | $3,399,463 |
Total plan assets at beginning of year | 2014-12-31 | $2,994,984 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
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 | $230,302 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $404,479 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,399,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,994,984 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $175,000 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WILLIAM VITACCO ASSOCIATES RETIREMENT 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 plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $675,370 |
Expenses. Total of all expenses incurred | 2013-12-31 | $56,156 |
Benefits paid (including direct rollovers) | 2013-12-31 | $56,156 |
Total plan assets at end of year | 2013-12-31 | $3,000,352 |
Total plan assets at beginning of year | 2013-12-31 | $2,381,138 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
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 | $495,002 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $619,214 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,000,352 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,381,138 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $180,368 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $344,124 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $2,381,138 |
Total plan assets at beginning of year | 2012-12-31 | $2,037,014 |
Value of fidelity bond covering the plan | 2012-12-31 | $180,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $244,124 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $344,124 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,381,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,037,014 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $100,000 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2011 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-68,608 |
Expenses. Total of all expenses incurred | 2011-12-31 | $711 |
Benefits paid (including direct rollovers) | 2011-12-31 | $711 |
Total plan assets at end of year | 2011-12-31 | $2,037,014 |
Total plan assets at beginning of year | 2011-12-31 | $2,106,333 |
Value of fidelity bond covering the plan | 2011-12-31 | $180,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-168,608 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-69,319 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,037,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,106,333 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $100,000 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2010 401k financial data | ||
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 | $417,002 |
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 | $2,106,333 |
Total plan assets at beginning of year | 2010-12-31 | $1,689,331 |
Value of fidelity bond covering the plan | 2010-12-31 | $180,000 |
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 | $0 |
Other income received | 2010-12-31 | $267,002 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $417,002 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,106,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,689,331 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $150,000 |
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 |
2009 : WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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: WILLIAM VITACCO ASSOCIATES RETIREMENT 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WILLIAM VITACCO ASSOCIATES RETIREMENT 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WILLIAM VITACCO ASSOCIATES RETIREMENT 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: WILLIAM VITACCO ASSOCIATES RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |