STEVEN J. SANDERS & COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN
401k plan membership statisitcs for STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 10 |
| 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 | 7 |
| Total of all active and inactive participants | 2023-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 17 |
| Number of participants with account balances | 2023-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| 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 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $582,810 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $519,839 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $519,667 |
| Total plan assets at end of year | 2023-12-31 | $2,374,248 |
| Total plan assets at beginning of year | 2023-12-31 | $2,311,277 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $79,355 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $442,595 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $62,971 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,374,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,311,277 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $79,355 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $60,860 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $172 |
| 2022 : STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-544,280 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $217,947 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $217,947 |
| Total plan assets at end of year | 2022-12-31 | $2,311,277 |
| Total plan assets at beginning of year | 2022-12-31 | $3,073,504 |
| Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $71,901 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-671,344 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-762,227 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,311,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,073,504 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $133,067 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $55,163 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2023: STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT 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 | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: STEVEN J. SANDERS & COMPANY, LLC 401(K) RETIREMENT 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 |
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