JAMES A. NADDEO & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 0 |
| Number of participants with account balances | 2023-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| 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 | 1 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| 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 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-06 | $7,972 |
| Expenses. Total of all expenses incurred | 2023-07-06 | $417,521 |
| Benefits paid (including direct rollovers) | 2023-07-06 | $416,140 |
| Total plan assets at end of year | 2023-07-06 | $0 |
| Total plan assets at beginning of year | 2023-07-06 | $409,549 |
| Value of fidelity bond covering the plan | 2023-07-06 | $950,000 |
| Total contributions received or receivable from participants | 2023-07-06 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-07-06 | $0 |
| Other income received | 2023-07-06 | $7,972 |
| Net income (gross income less expenses) | 2023-07-06 | $-409,549 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-06 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-06 | $409,549 |
| Total contributions received or receivable from employer(s) | 2023-07-06 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-06 | $1,381 |
| 2022 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-3,929 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,450 |
| Total plan assets at end of year | 2022-12-31 | $409,549 |
| Total plan assets at beginning of year | 2022-12-31 | $419,928 |
| Value of fidelity bond covering the plan | 2022-12-31 | $950,000 |
| Other income received | 2022-12-31 | $-3,929 |
| Net income (gross income less expenses) | 2022-12-31 | $-10,379 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $409,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $419,928 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $6,450 |
| 2021 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-12,111 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $11,622 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,345 |
| Total plan assets at end of year | 2021-12-31 | $419,928 |
| Total plan assets at beginning of year | 2021-12-31 | $443,661 |
| Value of fidelity bond covering the plan | 2021-12-31 | $950,000 |
| Other income received | 2021-12-31 | $-15,111 |
| Net income (gross income less expenses) | 2021-12-31 | $-23,733 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $419,928 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $443,661 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $176,181 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $3,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,277 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-62,922 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $94,542 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $87,500 |
| Total plan assets at end of year | 2020-12-31 | $443,661 |
| Total plan assets at beginning of year | 2020-12-31 | $601,125 |
| Value of fidelity bond covering the plan | 2020-12-31 | $950,000 |
| Other income received | 2020-12-31 | $-62,922 |
| Net income (gross income less expenses) | 2020-12-31 | $-157,464 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $443,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $601,125 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $199,757 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,042 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-20,355 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $157,006 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $150,000 |
| Total plan assets at end of year | 2019-12-31 | $601,125 |
| Total plan assets at beginning of year | 2019-12-31 | $778,486 |
| Value of fidelity bond covering the plan | 2019-12-31 | $950,000 |
| Other income received | 2019-12-31 | $-20,355 |
| Net income (gross income less expenses) | 2019-12-31 | $-177,361 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $601,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $778,486 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $262,485 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,006 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $149,012 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $158,393 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $150,000 |
| Total plan assets at end of year | 2018-12-31 | $778,486 |
| Total plan assets at beginning of year | 2018-12-31 | $787,867 |
| Value of fidelity bond covering the plan | 2018-12-31 | $950,000 |
| Other income received | 2018-12-31 | $130,003 |
| Net income (gross income less expenses) | 2018-12-31 | $-9,381 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $778,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $787,867 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $316,746 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $19,009 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,393 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-165,764 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $234,308 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $225,644 |
| Total plan assets at end of year | 2017-12-31 | $787,867 |
| Total plan assets at beginning of year | 2017-12-31 | $1,187,939 |
| Value of fidelity bond covering the plan | 2017-12-31 | $950,000 |
| Other income received | 2017-12-31 | $-165,764 |
| Net income (gross income less expenses) | 2017-12-31 | $-400,072 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $787,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,187,939 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $315,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,664 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-35,309 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $236,614 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $226,511 |
| Total plan assets at end of year | 2016-12-31 | $1,187,939 |
| Total plan assets at beginning of year | 2016-12-31 | $1,459,862 |
| Value of fidelity bond covering the plan | 2016-12-31 | $950,000 |
| Other income received | 2016-12-31 | $-35,309 |
| Net income (gross income less expenses) | 2016-12-31 | $-271,923 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,187,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,459,862 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $329,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,103 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $212,789 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $226,872 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $213,827 |
| Total plan assets at end of year | 2015-12-31 | $1,459,862 |
| Total plan assets at beginning of year | 2015-12-31 | $1,473,945 |
| Value of fidelity bond covering the plan | 2015-12-31 | $950,000 |
| Other income received | 2015-12-31 | $212,789 |
| Net income (gross income less expenses) | 2015-12-31 | $-14,083 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,459,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,473,945 |
| Assets. Value of participant loans | 2015-12-31 | $7,760 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $365,712 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13,045 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $25,724 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $162,334 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $151,318 |
| Total plan assets at end of year | 2014-12-31 | $1,473,945 |
| Total plan assets at beginning of year | 2014-12-31 | $1,610,555 |
| Value of fidelity bond covering the plan | 2014-12-31 | $950,000 |
| Other income received | 2014-12-31 | $14,047 |
| Net income (gross income less expenses) | 2014-12-31 | $-136,610 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,473,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,610,555 |
| Assets. Value of participant loans | 2014-12-31 | $17,962 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $606,589 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $11,677 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,016 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $30,041 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $161,692 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $150,785 |
| Total plan assets at end of year | 2013-12-31 | $1,610,555 |
| Total plan assets at beginning of year | 2013-12-31 | $1,742,206 |
| Value of fidelity bond covering the plan | 2013-12-31 | $950,000 |
| Other income received | 2013-12-31 | $30,041 |
| Net income (gross income less expenses) | 2013-12-31 | $-131,651 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,610,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,742,206 |
| Assets. Value of participant loans | 2013-12-31 | $27,999 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $756,935 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,907 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $121,661 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $161,312 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $151,053 |
| Total plan assets at end of year | 2012-12-31 | $1,742,206 |
| Total plan assets at beginning of year | 2012-12-31 | $1,781,857 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,250,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,835 |
| Other income received | 2012-12-31 | $110,189 |
| Net income (gross income less expenses) | 2012-12-31 | $-39,651 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,742,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,781,857 |
| Assets. Value of participant loans | 2012-12-31 | $37,876 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $772,855 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,424 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $83,485 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $167,526 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $151,241 |
| Total plan assets at end of year | 2011-12-31 | $1,781,857 |
| Total plan assets at beginning of year | 2011-12-31 | $1,865,898 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,250,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,100 |
| Other income received | 2011-12-31 | $71,371 |
| Net income (gross income less expenses) | 2011-12-31 | $-84,041 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,781,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,865,898 |
| Assets. Value of participant loans | 2011-12-31 | $47,594 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $567,954 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,114 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,185 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $109,647 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,732 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $569 |
| Total plan assets at end of year | 2010-12-31 | $1,865,898 |
| Total plan assets at beginning of year | 2010-12-31 | $1,774,983 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,250,000 |
| Other income received | 2010-12-31 | $109,647 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $90,915 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,865,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,774,983 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $460,521 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $18,163 |
| 2023: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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: JAMES A. NADDEO & ASSOCIATES PROFIT SHARING 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 |
