ROBERT L. TRESCOTT, P.L. has sponsored the creation of one or more 401k plans.
Additional information about ROBERT L. TRESCOTT, P.L.
Submission information for form 5500 for 401k plan ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST
401k plan membership statisitcs for ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST
Measure | Date | Value |
---|
2022: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 3 |
Total of all active and inactive participants | 2022-09-01 | 3 |
Total participants | 2022-09-01 | 3 |
Number of participants with account balances | 2022-09-01 | 0 |
2021: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 3 |
Total of all active and inactive participants | 2021-09-01 | 3 |
Total participants | 2021-09-01 | 3 |
Number of participants with account balances | 2021-09-01 | 1 |
2020: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 3 |
Total of all active and inactive participants | 2020-09-01 | 3 |
Total participants | 2020-09-01 | 3 |
Number of participants with account balances | 2020-09-01 | 2 |
2019: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 3 |
Total of all active and inactive participants | 2019-09-01 | 3 |
Total participants | 2019-09-01 | 3 |
Number of participants with account balances | 2019-09-01 | 2 |
2018: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 3 |
Total of all active and inactive participants | 2018-09-01 | 3 |
Total participants | 2018-09-01 | 3 |
Number of participants with account balances | 2018-09-01 | 2 |
2017: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 3 |
Total of all active and inactive participants | 2017-09-01 | 3 |
Total participants | 2017-09-01 | 3 |
Number of participants with account balances | 2017-09-01 | 2 |
2016: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 3 |
Total of all active and inactive participants | 2016-09-01 | 3 |
Total participants | 2016-09-01 | 3 |
Number of participants with account balances | 2016-09-01 | 2 |
2015: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 3 |
Total of all active and inactive participants | 2015-09-01 | 3 |
Total participants | 2015-09-01 | 3 |
Number of participants with account balances | 2015-09-01 | 2 |
2014: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 3 |
Total of all active and inactive participants | 2014-09-01 | 3 |
Total participants | 2014-09-01 | 3 |
Number of participants with account balances | 2014-09-01 | 2 |
2013: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 3 |
Total of all active and inactive participants | 2013-09-01 | 3 |
Total participants | 2013-09-01 | 3 |
Number of participants with account balances | 2013-09-01 | 2 |
2012: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 3 |
Total of all active and inactive participants | 2012-09-01 | 3 |
Total participants | 2012-09-01 | 3 |
2011: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 3 |
Total of all active and inactive participants | 2011-09-01 | 3 |
Total participants | 2011-09-01 | 3 |
2009: ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 3 |
Total of all active and inactive participants | 2009-09-01 | 3 |
Total participants | 2009-09-01 | 3 |
Measure | Date | Value |
---|
2023 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2023 401k financial data |
---|
Total income from all sources | 2023-08-31 | $10,148 |
Expenses. Total of all expenses incurred | 2023-08-31 | $7,000 |
Benefits paid (including direct rollovers) | 2023-08-31 | $5,024 |
Total plan assets at end of year | 2023-08-31 | $179,978 |
Total plan assets at beginning of year | 2023-08-31 | $176,830 |
Other income received | 2023-08-31 | $10,148 |
Net income (gross income less expenses) | 2023-08-31 | $3,148 |
Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $179,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $176,830 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-31 | $1,976 |
2022 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-08-31 | $-125,278 |
Expenses. Total of all expenses incurred | 2022-08-31 | $36,000 |
Benefits paid (including direct rollovers) | 2022-08-31 | $34,024 |
Total plan assets at end of year | 2022-08-31 | $176,830 |
Total plan assets at beginning of year | 2022-08-31 | $338,108 |
Other income received | 2022-08-31 | $-125,278 |
Net income (gross income less expenses) | 2022-08-31 | $-161,278 |
Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $176,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $338,108 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $1,976 |
2021 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2021 401k financial data |
---|
Transfers to/from the plan | 2021-08-31 | $50,000 |
Total income from all sources | 2021-08-31 | $-115,725 |
Expenses. Total of all expenses incurred | 2021-08-31 | $13,976 |
Benefits paid (including direct rollovers) | 2021-08-31 | $12,000 |
Total plan assets at end of year | 2021-08-31 | $338,108 |
Total plan assets at beginning of year | 2021-08-31 | $417,809 |
Other income received | 2021-08-31 | $-115,725 |
Net income (gross income less expenses) | 2021-08-31 | $-129,701 |
Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $338,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $417,809 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $1,976 |
2020 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2020 401k financial data |
---|
Transfers to/from the plan | 2020-08-31 | $100,000 |
Total income from all sources | 2020-08-31 | $-3,001 |
Expenses. Total of all expenses incurred | 2020-08-31 | $46,363 |
Benefits paid (including direct rollovers) | 2020-08-31 | $43,741 |
Total plan assets at end of year | 2020-08-31 | $417,809 |
Total plan assets at beginning of year | 2020-08-31 | $367,173 |
Expenses. Other expenses not covered elsewhere | 2020-08-31 | $646 |
Other income received | 2020-08-31 | $-3,001 |
Net income (gross income less expenses) | 2020-08-31 | $-49,364 |
Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $417,809 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $367,173 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $1,976 |
2019 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2019 401k financial data |
---|
Transfers to/from the plan | 2019-08-31 | $100,000 |
Total income from all sources | 2019-08-31 | $4,239 |
Expenses. Total of all expenses incurred | 2019-08-31 | $85,953 |
Benefits paid (including direct rollovers) | 2019-08-31 | $83,977 |
Total plan assets at end of year | 2019-08-31 | $367,173 |
Total plan assets at beginning of year | 2019-08-31 | $348,887 |
Other income received | 2019-08-31 | $4,239 |
Net income (gross income less expenses) | 2019-08-31 | $-81,714 |
Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $367,173 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $348,887 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $1,976 |
2018 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2018 401k financial data |
---|
Transfers to/from the plan | 2018-08-31 | $150,000 |
Total income from all sources | 2018-08-31 | $-90,747 |
Expenses. Total of all expenses incurred | 2018-08-31 | $124,977 |
Benefits paid (including direct rollovers) | 2018-08-31 | $122,976 |
Total plan assets at end of year | 2018-08-31 | $348,887 |
Total plan assets at beginning of year | 2018-08-31 | $414,611 |
Other income received | 2018-08-31 | $-90,747 |
Net income (gross income less expenses) | 2018-08-31 | $-215,724 |
Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $348,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $414,611 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-08-31 | $2,001 |
2017 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-08-31 | $186,794 |
Expenses. Total of all expenses incurred | 2017-08-31 | $154,791 |
Benefits paid (including direct rollovers) | 2017-08-31 | $152,757 |
Total plan assets at end of year | 2017-08-31 | $414,611 |
Total plan assets at beginning of year | 2017-08-31 | $382,608 |
Other income received | 2017-08-31 | $186,794 |
Net income (gross income less expenses) | 2017-08-31 | $32,003 |
Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $414,611 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $382,608 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $2,034 |
2016 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-08-31 | $83 |
Expenses. Total of all expenses incurred | 2016-08-31 | $1,992 |
Total plan assets at end of year | 2016-08-31 | $382,608 |
Total plan assets at beginning of year | 2016-08-31 | $384,517 |
Other income received | 2016-08-31 | $83 |
Net income (gross income less expenses) | 2016-08-31 | $-1,909 |
Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $382,608 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $384,517 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $1,992 |
2015 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-08-31 | $4,348 |
Expenses. Total of all expenses incurred | 2015-08-31 | $76,493 |
Benefits paid (including direct rollovers) | 2015-08-31 | $74,500 |
Total plan assets at end of year | 2015-08-31 | $384,517 |
Total plan assets at beginning of year | 2015-08-31 | $456,662 |
Other income received | 2015-08-31 | $4,348 |
Net income (gross income less expenses) | 2015-08-31 | $-72,145 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $384,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $456,662 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $1,993 |
2014 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-08-31 | $-13,921 |
Expenses. Total of all expenses incurred | 2014-08-31 | $39,751 |
Benefits paid (including direct rollovers) | 2014-08-31 | $37,778 |
Total plan assets at end of year | 2014-08-31 | $456,662 |
Total plan assets at beginning of year | 2014-08-31 | $510,334 |
Other income received | 2014-08-31 | $-13,921 |
Net income (gross income less expenses) | 2014-08-31 | $-53,672 |
Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $456,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $510,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $1,973 |
2013 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-08-31 | $4,433 |
Expenses. Total of all expenses incurred | 2013-08-31 | $102,587 |
Benefits paid (including direct rollovers) | 2013-08-31 | $100,000 |
Total plan assets at end of year | 2013-08-31 | $510,334 |
Total plan assets at beginning of year | 2013-08-31 | $608,488 |
Other income received | 2013-08-31 | $4,433 |
Net income (gross income less expenses) | 2013-08-31 | $-98,154 |
Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $510,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $608,488 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-08-31 | $2,587 |
2012 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-08-31 | $34,905 |
Expenses. Total of all expenses incurred | 2012-08-31 | $95,087 |
Benefits paid (including direct rollovers) | 2012-08-31 | $92,500 |
Total plan assets at end of year | 2012-08-31 | $608,488 |
Total plan assets at beginning of year | 2012-08-31 | $668,670 |
Other income received | 2012-08-31 | $34,905 |
Net income (gross income less expenses) | 2012-08-31 | $-60,182 |
Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $608,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $668,670 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-08-31 | $2,587 |
2011 : ROBERT L. TRESCOTT, P.L. EMPLOYEES PROFIT SHARING TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-08-31 | $44,745 |
Expenses. Total of all expenses incurred | 2011-08-31 | $93,365 |
Benefits paid (including direct rollovers) | 2011-08-31 | $90,000 |
Total plan assets at end of year | 2011-08-31 | $668,670 |
Total plan assets at beginning of year | 2011-08-31 | $717,290 |
Expenses. Other expenses not covered elsewhere | 2011-08-31 | $3,365 |
Other income received | 2011-08-31 | $44,745 |
Net income (gross income less expenses) | 2011-08-31 | $-48,620 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $668,670 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $717,290 |