WILLIAM SOPKO & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC.
401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC.
| Measure | Date | Value |
|---|
| 2015: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 15 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| 2014: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Total of all active and inactive participants | 2014-01-01 | 16 |
| Total participants | 2014-01-01 | 16 |
| Number of participants with account balances | 2014-01-01 | 16 |
| 2013: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| Total of all active and inactive participants | 2013-01-01 | 15 |
| Total participants | 2013-01-01 | 15 |
| Number of participants with account balances | 2013-01-01 | 15 |
| 2012: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| 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 | 16 |
| Total participants | 2012-01-01 | 16 |
| Number of participants with account balances | 2012-01-01 | 16 |
| 2011: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 15 |
| 2009: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Total participants | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2015 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-22,660 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,899,027 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,816,928 |
| Total plan assets at end of year | 2015-12-31 | $5,202,390 |
| Total plan assets at beginning of year | 2015-12-31 | $8,124,077 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $-78,257 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,921,687 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,202,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,124,077 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,597 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $82,099 |
| 2014 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $593,384 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $97,932 |
| Total plan assets at end of year | 2014-12-31 | $8,124,077 |
| Total plan assets at beginning of year | 2014-12-31 | $7,628,625 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $526,779 |
| Net income (gross income less expenses) | 2014-12-31 | $495,452 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,124,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,628,625 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $66,605 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $97,932 |
| 2013 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $962,001 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $585,092 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $504,379 |
| Total plan assets at end of year | 2013-12-31 | $7,628,625 |
| Total plan assets at beginning of year | 2013-12-31 | $7,251,716 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $901,225 |
| Net income (gross income less expenses) | 2013-12-31 | $376,909 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,628,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,251,716 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $60,776 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $80,713 |
| 2012 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $448,123 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $87,978 |
| Total plan assets at end of year | 2012-12-31 | $7,251,716 |
| Total plan assets at beginning of year | 2012-12-31 | $6,891,571 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $382,794 |
| Net income (gross income less expenses) | 2012-12-31 | $360,145 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,251,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,891,571 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $65,329 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $87,978 |
| 2011 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-17,049 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $77,258 |
| Total plan assets at end of year | 2011-12-31 | $6,891,571 |
| Total plan assets at beginning of year | 2011-12-31 | $6,985,878 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $280 |
| Other income received | 2011-12-31 | $-79,907 |
| Net income (gross income less expenses) | 2011-12-31 | $-94,307 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,891,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,985,878 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,578 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $77,258 |
| 2010 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $716,831 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $87,298 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $20,436 |
| Total plan assets at end of year | 2010-12-31 | $6,985,878 |
| Total plan assets at beginning of year | 2010-12-31 | $6,356,345 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $642,839 |
| Net income (gross income less expenses) | 2010-12-31 | $629,533 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,985,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,356,345 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $73,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $66,862 |
| 2015: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 ) |
| Policy contract number | 005370/001 |
| Policy instance | 1 |
| Insurance contract or identification number | 005370/001 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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