401k Plan data: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN plan

STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 401k Plan overview

Plan Name	STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN
Plan identification number	001

STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

STEVEN A ROOT ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name: STEVEN A ROOT ENTERPRISES INC

Employer identification number (EIN): 201647453

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 STEVEN ROOT STEVEN ROOT 2019-07-25
001 2017-01-01 STEVEN ROOT STEVEN ROOT 2018-07-27
001 2016-01-01 STEVEN ROOT STEVEN ROOT 2017-07-19
001 2015-01-01 STEVEN ROOT 2016-07-15 STEVEN ROOT 2016-07-15
001 2014-01-01 STEVEN ROOT 2015-07-23 STEVEN ROOT 2015-07-23
001 2013-01-01 STEVEN ROOT 2014-07-10 STEVEN ROOT 2014-07-10
001 2012-01-01 STEVEN ROOT 2013-07-25 STEVEN ROOT 2013-07-25
001 2011-01-01 STEVEN ROOT 2012-07-10 STEVEN ROOT 2012-07-10
001 2009-01-01 STEVEN ROOT 2010-10-06 STEVEN ROOT 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	STEVEN ROOT		STEVEN ROOT	2019-07-25
001	2017-01-01	STEVEN ROOT		STEVEN ROOT	2018-07-27
001	2016-01-01	STEVEN ROOT		STEVEN ROOT	2017-07-19
001	2015-01-01	STEVEN ROOT	2016-07-15	STEVEN ROOT	2016-07-15
001	2014-01-01	STEVEN ROOT	2015-07-23	STEVEN ROOT	2015-07-23
001	2013-01-01	STEVEN ROOT	2014-07-10	STEVEN ROOT	2014-07-10
001	2012-01-01	STEVEN ROOT	2013-07-25	STEVEN ROOT	2013-07-25
001	2011-01-01	STEVEN ROOT	2012-07-10	STEVEN ROOT	2012-07-10
001	2009-01-01	STEVEN ROOT	2010-10-06	STEVEN ROOT	2010-10-06

Plan Statistics for STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN

401k plan membership statisitcs for STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN

Measure Date Value
2022: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
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 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2022: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
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	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN

Measure	Date	Value
2022 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-664,834
Total income from all sources	2022-12-31	$-284,532
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$949,366
Other income received	2022-12-31	$-284,532
Net income (gross income less expenses)	2022-12-31	$-284,532
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$949,366
2021 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$244,639
Total plan assets at end of year	2021-12-31	$949,366
Total plan assets at beginning of year	2021-12-31	$704,727
Total contributions received or receivable from participants	2021-12-31	$19,500
Other income received	2021-12-31	$210,139
Net income (gross income less expenses)	2021-12-31	$244,639
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$949,366
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$704,727
Total contributions received or receivable from employer(s)	2021-12-31	$15,000
2020 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$189,384
Total plan assets at end of year	2020-12-31	$704,727
Total plan assets at beginning of year	2020-12-31	$515,343
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$138,384
Net income (gross income less expenses)	2020-12-31	$189,384
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$704,727
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$515,343
Total contributions received or receivable from employer(s)	2020-12-31	$25,000
2019 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$122,708
Total plan assets at end of year	2019-12-31	$515,343
Total plan assets at beginning of year	2019-12-31	$392,635
Total contributions received or receivable from participants	2019-12-31	$18,000
Other income received	2019-12-31	$85,958
Net income (gross income less expenses)	2019-12-31	$122,708
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$515,343
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$392,635
Total contributions received or receivable from employer(s)	2019-12-31	$18,750
2018 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$227
Total plan assets at end of year	2018-12-31	$392,635
Total plan assets at beginning of year	2018-12-31	$392,408
Total contributions received or receivable from participants	2018-12-31	$24,000
Other income received	2018-12-31	$-48,773
Net income (gross income less expenses)	2018-12-31	$227
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$392,635
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$392,408
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
2017 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$72,680
Total plan assets at end of year	2017-12-31	$392,408
Total plan assets at beginning of year	2017-12-31	$319,728
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$23,680
Net income (gross income less expenses)	2017-12-31	$72,680
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$392,408
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$319,728
Total contributions received or receivable from employer(s)	2017-12-31	$25,000
2016 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$55,835
Total plan assets at end of year	2016-12-31	$319,728
Total plan assets at beginning of year	2016-12-31	$263,893
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$6,835
Net income (gross income less expenses)	2016-12-31	$55,835
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$319,728
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$263,893
Total contributions received or receivable from employer(s)	2016-12-31	$25,000
2015 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$51,802
Total plan assets at end of year	2015-12-31	$263,893
Total plan assets at beginning of year	2015-12-31	$212,091
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$2,802
Net income (gross income less expenses)	2015-12-31	$51,802
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$263,893
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$212,091
Total contributions received or receivable from employer(s)	2015-12-31	$25,000
2014 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$37,913
Total plan assets at end of year	2014-12-31	$212,091
Total plan assets at beginning of year	2014-12-31	$174,178
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$-10,087
Net income (gross income less expenses)	2014-12-31	$37,913
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$212,091
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$174,178
Total contributions received or receivable from employer(s)	2014-12-31	$25,000
2013 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$44,938
Total plan assets at end of year	2013-12-31	$174,178
Total plan assets at beginning of year	2013-12-31	$129,240
Total contributions received or receivable from participants	2013-12-31	$23,000
Other income received	2013-12-31	$-3,062
Net income (gross income less expenses)	2013-12-31	$44,938
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$174,178
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$129,240
Total contributions received or receivable from employer(s)	2013-12-31	$25,000
2012 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$37,906
Total plan assets at end of year	2012-12-31	$129,240
Total plan assets at beginning of year	2012-12-31	$91,334
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$-4,594
Net income (gross income less expenses)	2012-12-31	$37,906
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$129,240
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$91,334
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
2011 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,317
Total plan assets at end of year	2011-12-31	$91,334
Total plan assets at beginning of year	2011-12-31	$73,017
Total contributions received or receivable from participants	2011-12-31	$12,000
Other income received	2011-12-31	$-5,871
Net income (gross income less expenses)	2011-12-31	$18,317
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$91,334
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$73,017
Total contributions received or receivable from employer(s)	2011-12-31	$12,188
2010 : STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,535
Total plan assets at end of year	2010-12-31	$73,017
Total plan assets at beginning of year	2010-12-31	$66,482
Other income received	2010-12-31	$6,535
Net income (gross income less expenses)	2010-12-31	$6,535
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$73,017
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$66,482

Form 5500 Responses for STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN

2022: STEVEN A ROOT ENTERPRISES, INC. 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	Yes
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN A ROOT ENTERPRISES, INC. 401 K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN A ROOT ENTERPRISES INC
Employer identification number (EIN):	201647453
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers