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STEEG & GLISTA, PC 401(K) PLAN 401k Plan overview

Plan NameSTEEG & GLISTA, PC 401(K) PLAN
Plan identification number 001

STEEG & GLISTA, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEEG & GLISTA, PC has sponsored the creation of one or more 401k plans.

Company Name:STEEG & GLISTA, PC
Employer identification number (EIN):383440517
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEEG & GLISTA, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01GLENN D. STEEG
0012016-01-01GLENN D. STEEG
0012015-01-01GLENN D. STEEG
0012014-01-01GLENN D. STEEG
0012013-01-01GLENN D. STEEG GLENN D. STEEG2014-04-29
0012012-01-01GLENN D. STEEG GLENN D. STEEG2013-07-11
0012011-01-01GLENN D. STEEG GLENN D. STEEG2012-07-18
0012010-01-01GLENN D. STEEG GLENN D. STEEG2011-07-26
0012009-01-01GLENN D. STEEG GLENN D. STEEG2010-07-27

Plan Statistics for STEEG & GLISTA, PC 401(K) PLAN

401k plan membership statisitcs for STEEG & GLISTA, PC 401(K) PLAN

Measure Date Value
2017: STEEG & GLISTA, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEEG & GLISTA, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEEG & GLISTA, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEEG & GLISTA, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEEG & GLISTA, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEEG & GLISTA, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEEG & GLISTA, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STEEG & GLISTA, PC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STEEG & GLISTA, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEEG & GLISTA, PC 401(K) PLAN

Measure Date Value
2017 : STEEG & GLISTA, PC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-04-01$22,087
Expenses. Total of all expenses incurred2017-04-01$633,336
Benefits paid (including direct rollovers)2017-04-01$632,764
Total plan assets at end of year2017-04-01$0
Total plan assets at beginning of year2017-04-01$611,249
Value of fidelity bond covering the plan2017-04-01$125,000
Total contributions received or receivable from participants2017-04-01$0
Other income received2017-04-01$22,087
Net income (gross income less expenses)2017-04-01$-611,249
Net plan assets at end of year (total assets less liabilities)2017-04-01$0
Net plan assets at beginning of year (total assets less liabilities)2017-04-01$611,249
Total contributions received or receivable from employer(s)2017-04-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-01$572
2016 : STEEG & GLISTA, PC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$53,872
Expenses. Total of all expenses incurred2016-12-31$37,177
Benefits paid (including direct rollovers)2016-12-31$30,013
Total plan assets at end of year2016-12-31$611,249
Total plan assets at beginning of year2016-12-31$594,554
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$6,500
Other income received2016-12-31$40,232
Net income (gross income less expenses)2016-12-31$16,695
Net plan assets at end of year (total assets less liabilities)2016-12-31$611,249
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$594,554
Total contributions received or receivable from employer(s)2016-12-31$7,140
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,164
2015 : STEEG & GLISTA, PC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$18,209
Expenses. Total of all expenses incurred2015-12-31$7,523
Total plan assets at end of year2015-12-31$594,554
Total plan assets at beginning of year2015-12-31$583,868
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$6,300
Other income received2015-12-31$5,324
Net income (gross income less expenses)2015-12-31$10,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$594,554
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$583,868
Total contributions received or receivable from employer(s)2015-12-31$6,585
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,523
2014 : STEEG & GLISTA, PC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,804
Expenses. Total of all expenses incurred2014-12-31$468,848
Benefits paid (including direct rollovers)2014-12-31$458,615
Total plan assets at end of year2014-12-31$583,868
Total plan assets at beginning of year2014-12-31$1,014,912
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$24,800
Other income received2014-12-31$3,329
Net income (gross income less expenses)2014-12-31$-431,044
Net plan assets at end of year (total assets less liabilities)2014-12-31$583,868
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,014,912
Total contributions received or receivable from employer(s)2014-12-31$9,675
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,233
2013 : STEEG & GLISTA, PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$187,691
Expenses. Total of all expenses incurred2013-12-31$9,200
Total plan assets at end of year2013-12-31$1,014,912
Total plan assets at beginning of year2013-12-31$836,421
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$27,011
Expenses. Other expenses not covered elsewhere2013-12-31$9,200
Other income received2013-12-31$149,010
Net income (gross income less expenses)2013-12-31$178,491
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,014,912
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$836,421
Total contributions received or receivable from employer(s)2013-12-31$11,670
2012 : STEEG & GLISTA, PC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,540
Expenses. Total of all expenses incurred2012-12-31$8,372
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$836,421
Total plan assets at beginning of year2012-12-31$734,253
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$30,613
Expenses. Other expenses not covered elsewhere2012-12-31$8,372
Other income received2012-12-31$67,890
Net income (gross income less expenses)2012-12-31$102,168
Net plan assets at end of year (total assets less liabilities)2012-12-31$836,421
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$734,253
Total contributions received or receivable from employer(s)2012-12-31$12,037
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : STEEG & GLISTA, PC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$62,845
Expenses. Total of all expenses incurred2011-12-31$7,968
Benefits paid (including direct rollovers)2011-12-31$457
Total plan assets at end of year2011-12-31$734,253
Total plan assets at beginning of year2011-12-31$679,376
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$39,681
Expenses. Other expenses not covered elsewhere2011-12-31$7,511
Other income received2011-12-31$6,275
Net income (gross income less expenses)2011-12-31$54,877
Net plan assets at end of year (total assets less liabilities)2011-12-31$734,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$679,376
Total contributions received or receivable from employer(s)2011-12-31$16,889
2010 : STEEG & GLISTA, PC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$122,657
Expenses. Total of all expenses incurred2010-12-31$40,840
Benefits paid (including direct rollovers)2010-12-31$34,214
Total plan assets at end of year2010-12-31$679,376
Total plan assets at beginning of year2010-12-31$597,559
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$33,869
Expenses. Other expenses not covered elsewhere2010-12-31$6,626
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$74,782
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$81,817
Net plan assets at end of year (total assets less liabilities)2010-12-31$679,376
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$597,559
Total contributions received or receivable from employer(s)2010-12-31$14,006
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for STEEG & GLISTA, PC 401(K) PLAN

2017: STEEG & GLISTA, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEEG & GLISTA, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEEG & GLISTA, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEEG & GLISTA, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEEG & GLISTA, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEEG & GLISTA, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEEG & GLISTA, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEEG & GLISTA, PC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEEG & GLISTA, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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