D W SIVERS CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan D W SIVERS, CO. 401(K)PROFIT SHARING PLAN
401k plan membership statisitcs for D W SIVERS, CO. 401(K)PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 1 |
Total of all active and inactive participants | 2022-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 7 |
Number of participants with account balances | 2022-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-07-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 1 |
Total of all active and inactive participants | 2021-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 7 |
Number of participants with account balances | 2021-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 1 |
Total of all active and inactive participants | 2020-07-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 7 |
Number of participants with account balances | 2020-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 2 |
Total of all active and inactive participants | 2019-07-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 9 |
Number of participants with account balances | 2019-07-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
Total of all active and inactive participants | 2018-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 11 |
Number of participants with account balances | 2018-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Measure | Date | Value |
---|
2023 : D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2023 401k financial data |
---|
Transfers to/from the plan | 2023-06-30 | $0 |
Total plan liabilities at end of year | 2023-06-30 | $0 |
Total plan liabilities at beginning of year | 2023-06-30 | $0 |
Total income from all sources | 2023-06-30 | $1,113,076 |
Expenses. Total of all expenses incurred | 2023-06-30 | $152,633 |
Benefits paid (including direct rollovers) | 2023-06-30 | $151,319 |
Total plan assets at end of year | 2023-06-30 | $5,106,723 |
Total plan assets at beginning of year | 2023-06-30 | $4,146,280 |
Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
Assets. Value of tangible personal property | 2023-06-30 | $0 |
Total contributions received or receivable from participants | 2023-06-30 | $33,340 |
Assets. Value of loans (other than to participants) | 2023-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-06-30 | $109,147 |
Other income received | 2023-06-30 | $679,686 |
Noncash contributions received | 2023-06-30 | $0 |
Net income (gross income less expenses) | 2023-06-30 | $960,443 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $5,106,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $4,146,280 |
Assets. Value of participant loans | 2023-06-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-06-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-06-30 | $0 |
Assets. Value of employer securities | 2023-06-30 | $0 |
Assets. Value of employer real property | 2023-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $290,903 |
Value of certain deemed distributions of participant loans | 2023-06-30 | $0 |
Value of corrective distributions | 2023-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $1,314 |
2022 : D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-06-30 | $0 |
Total plan liabilities at end of year | 2022-06-30 | $0 |
Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $-730,929 |
Expenses. Total of all expenses incurred | 2022-06-30 | $366,416 |
Benefits paid (including direct rollovers) | 2022-06-30 | $365,149 |
Total plan assets at end of year | 2022-06-30 | $4,146,280 |
Total plan assets at beginning of year | 2022-06-30 | $5,243,625 |
Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
Total contributions received or receivable from participants | 2022-06-30 | $39,333 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-06-30 | $25,707 |
Other income received | 2022-06-30 | $-820,800 |
Noncash contributions received | 2022-06-30 | $0 |
Net income (gross income less expenses) | 2022-06-30 | $-1,097,345 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,146,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,243,625 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $24,831 |
Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
Value of corrective distributions | 2022-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $1,267 |
2021 : D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-06-30 | $0 |
Total plan liabilities at end of year | 2021-06-30 | $0 |
Total plan liabilities at beginning of year | 2021-06-30 | $0 |
Total income from all sources | 2021-06-30 | $1,596,269 |
Expenses. Total of all expenses incurred | 2021-06-30 | $197,385 |
Benefits paid (including direct rollovers) | 2021-06-30 | $197,310 |
Total plan assets at end of year | 2021-06-30 | $5,243,625 |
Total plan assets at beginning of year | 2021-06-30 | $3,844,741 |
Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
Assets. Value of tangible personal property | 2021-06-30 | $0 |
Total contributions received or receivable from participants | 2021-06-30 | $39,950 |
Assets. Value of loans (other than to participants) | 2021-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
Other income received | 2021-06-30 | $1,527,734 |
Noncash contributions received | 2021-06-30 | $0 |
Net income (gross income less expenses) | 2021-06-30 | $1,398,884 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $5,243,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,844,741 |
Assets. Value of participant loans | 2021-06-30 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-06-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-06-30 | $0 |
Assets. Value of employer securities | 2021-06-30 | $0 |
Assets. Value of employer real property | 2021-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $28,585 |
Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
Value of corrective distributions | 2021-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $75 |
2020 : D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $315,317 |
Expenses. Total of all expenses incurred | 2020-06-30 | $2,216,278 |
Benefits paid (including direct rollovers) | 2020-06-30 | $2,212,953 |
Total plan assets at end of year | 2020-06-30 | $3,844,741 |
Total plan assets at beginning of year | 2020-06-30 | $5,745,702 |
Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
Total contributions received or receivable from participants | 2020-06-30 | $34,560 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $256,707 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $-1,900,961 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,844,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,745,702 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $24,050 |
Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $3,325 |
2019 : D W SIVERS, CO. 401(K)PROFIT SHARING PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $999,328 |
Expenses. Total of all expenses incurred | 2019-06-30 | $19,640 |
Benefits paid (including direct rollovers) | 2019-06-30 | $17,817 |
Total plan assets at end of year | 2019-06-30 | $5,745,702 |
Total plan assets at beginning of year | 2019-06-30 | $4,766,014 |
Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
Total contributions received or receivable from participants | 2019-06-30 | $151,547 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $34,101 |
Other income received | 2019-06-30 | $748,906 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $979,688 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $5,745,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,766,014 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $64,774 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $1,823 |