CLAYTON & LITTLE, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN
Measure | Date | Value |
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2023: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 8 |
Number of participants with account balances | 2023-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2016 401k membership |
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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 | 6 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 0 |
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: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2023 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $399,554 |
Expenses. Total of all expenses incurred | 2023-12-31 | $25,000 |
Benefits paid (including direct rollovers) | 2023-12-31 | $25,000 |
Total plan assets at end of year | 2023-12-31 | $2,223,888 |
Total plan assets at beginning of year | 2023-12-31 | $1,849,334 |
Value of fidelity bond covering the plan | 2023-12-31 | $101,000 |
Total contributions received or receivable from participants | 2023-12-31 | $53,274 |
Other income received | 2023-12-31 | $319,952 |
Net income (gross income less expenses) | 2023-12-31 | $374,554 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,223,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,849,334 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $26,328 |
2022 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-320,393 |
Total plan assets at end of year | 2022-12-31 | $1,849,334 |
Total plan assets at beginning of year | 2022-12-31 | $2,169,727 |
Value of fidelity bond covering the plan | 2022-12-31 | $101,000 |
Total contributions received or receivable from participants | 2022-12-31 | $44,865 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $17,617 |
Other income received | 2022-12-31 | $-405,806 |
Net income (gross income less expenses) | 2022-12-31 | $-320,393 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,849,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,169,727 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $22,931 |
2021 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $370,392 |
Total plan assets at end of year | 2021-12-31 | $2,169,727 |
Total plan assets at beginning of year | 2021-12-31 | $1,799,335 |
Value of fidelity bond covering the plan | 2021-12-31 | $101,000 |
Total contributions received or receivable from participants | 2021-12-31 | $39,389 |
Other income received | 2021-12-31 | $312,010 |
Net income (gross income less expenses) | 2021-12-31 | $370,392 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,169,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,799,335 |
Assets. Value of participant loans | 2021-12-31 | $1,229 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $18,993 |
2020 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $335,476 |
Total plan assets at end of year | 2020-12-31 | $1,799,335 |
Total plan assets at beginning of year | 2020-12-31 | $1,463,859 |
Value of fidelity bond covering the plan | 2020-12-31 | $101,000 |
Total contributions received or receivable from participants | 2020-12-31 | $42,075 |
Other income received | 2020-12-31 | $274,215 |
Net income (gross income less expenses) | 2020-12-31 | $335,476 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,799,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,463,859 |
Assets. Value of participant loans | 2020-12-31 | $3,323 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $19,186 |
2019 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $348,559 |
Total plan assets at end of year | 2019-12-31 | $1,463,859 |
Total plan assets at beginning of year | 2019-12-31 | $1,115,300 |
Value of fidelity bond covering the plan | 2019-12-31 | $101,000 |
Total contributions received or receivable from participants | 2019-12-31 | $38,562 |
Other income received | 2019-12-31 | $293,178 |
Net income (gross income less expenses) | 2019-12-31 | $348,559 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,463,859 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,115,300 |
Assets. Value of participant loans | 2019-12-31 | $5,314 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $16,819 |
2018 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-92,482 |
Total plan assets at end of year | 2018-12-31 | $1,115,300 |
Total plan assets at beginning of year | 2018-12-31 | $1,207,782 |
Value of fidelity bond covering the plan | 2018-12-31 | $101,000 |
Total contributions received or receivable from participants | 2018-12-31 | $22,828 |
Other income received | 2018-12-31 | $-130,930 |
Net income (gross income less expenses) | 2018-12-31 | $-92,482 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,115,300 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,207,782 |
Assets. Value of participant loans | 2018-12-31 | $7,205 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $15,620 |
2017 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $211,279 |
Total plan assets at end of year | 2017-12-31 | $1,207,782 |
Total plan assets at beginning of year | 2017-12-31 | $996,503 |
Total contributions received or receivable from participants | 2017-12-31 | $27,354 |
Other income received | 2017-12-31 | $165,879 |
Net income (gross income less expenses) | 2017-12-31 | $211,279 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,207,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $996,503 |
Assets. Value of participant loans | 2017-12-31 | $18,433 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $18,046 |
2016 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $133,842 |
Total plan assets at end of year | 2016-12-31 | $996,503 |
Total plan assets at beginning of year | 2016-12-31 | $862,661 |
Total contributions received or receivable from participants | 2016-12-31 | $27,415 |
Other income received | 2016-12-31 | $89,803 |
Net income (gross income less expenses) | 2016-12-31 | $133,842 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $996,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $862,661 |
Assets. Value of participant loans | 2016-12-31 | $17,328 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,624 |
2015 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-2,167 |
Total plan assets at end of year | 2015-12-31 | $862,662 |
Total plan assets at beginning of year | 2015-12-31 | $864,829 |
Total contributions received or receivable from participants | 2015-12-31 | $19,978 |
Other income received | 2015-12-31 | $-37,333 |
Net income (gross income less expenses) | 2015-12-31 | $-2,167 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $862,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $864,829 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $15,188 |
2014 : CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $864,829 |
Total plan assets at end of year | 2014-12-31 | $864,829 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $15,390 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $832,645 |
Other income received | 2014-12-31 | $4,684 |
Net income (gross income less expenses) | 2014-12-31 | $864,829 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $864,829 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $12,110 |
2023: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CLAYTON & LITTLE, PLLC PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |