BENEFIT STRATEGIES & ADVISORS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2023: THE 401(K) LAB 401(K) PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2023-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 3 |
Number of participants with account balances | 2023-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE 401(K) LAB 401(K) PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE 401(K) LAB 401(K) PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE 401(K) LAB 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
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 | 1 |
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 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
---|
2023 : THE 401(K) LAB 401(K) 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 | $204,959 |
Expenses. Total of all expenses incurred | 2023-12-31 | $1,009 |
Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $1,152,944 |
Total plan assets at beginning of year | 2023-12-31 | $948,994 |
Value of fidelity bond covering the plan | 2023-12-31 | $385,000 |
Total contributions received or receivable from participants | 2023-12-31 | $22,500 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $162,655 |
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 | $145,709 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $203,950 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,152,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $948,994 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $35,411 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $36,750 |
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 | $1,009 |
2022 : THE 401(K) LAB 401(K) 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 | $-110,914 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $948,994 |
Total plan assets at beginning of year | 2022-12-31 | $1,059,908 |
Value of fidelity bond covering the plan | 2022-12-31 | $385,000 |
Total contributions received or receivable from participants | 2022-12-31 | $20,500 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $335,703 |
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 | $-143,664 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-110,914 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $948,994 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,059,908 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $36,400 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $12,250 |
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 |
2021 : THE 401(K) LAB 401(K) PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $195,632 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $1,059,908 |
Total plan assets at beginning of year | 2021-12-31 | $864,276 |
Value of fidelity bond covering the plan | 2021-12-31 | $385,000 |
Total contributions received or receivable from participants | 2021-12-31 | $19,500 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $146,374 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $32,472 |
Other income received | 2021-12-31 | $131,410 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $195,632 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,059,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $864,276 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $12,250 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : THE 401(K) LAB 401(K) PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $414,451 |
Expenses. Total of all expenses incurred | 2020-12-31 | $25 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $864,276 |
Total plan assets at beginning of year | 2020-12-31 | $449,850 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $19,500 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $92,769 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $254,677 |
Other income received | 2020-12-31 | $125,649 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $414,426 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $864,276 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $449,850 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $14,625 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2023: THE 401(K) LAB 401(K) 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: THE 401(K) LAB 401(K) 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: THE 401(K) LAB 401(K) 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: THE 401(K) LAB 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
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 |