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WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM L SYRIOS has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM L SYRIOS
Employer identification number (EIN):931128969
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDWARD ROJAS

Plan Statistics for WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0163
Total number of active participants reported on line 7a of the Form 55002023-01-0156
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0112
Total of all active and inactive participants2023-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0168
Number of participants with account balances2023-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0159
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0162
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0153
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0158
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0149
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0153
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0145
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0144
Number of participants with account balances2019-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0140
Total number of active participants reported on line 7a of the Form 55002018-01-0144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$166,627
Expenses. Total of all expenses incurred2023-12-31$35,273
Benefits paid (including direct rollovers)2023-12-31$31,284
Total plan assets at end of year2023-12-31$441,547
Total plan assets at beginning of year2023-12-31$310,193
Value of fidelity bond covering the plan2023-12-31$31,019
Total contributions received or receivable from participants2023-12-31$74,870
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$51,427
Net income (gross income less expenses)2023-12-31$131,354
Net plan assets at end of year (total assets less liabilities)2023-12-31$441,547
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$310,193
Assets. Value of participant loans2023-12-31$10,914
Total contributions received or receivable from employer(s)2023-12-31$40,330
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,989
2022 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$64,726
Expenses. Total of all expenses incurred2022-12-31$2,696
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$310,193
Total plan assets at beginning of year2022-12-31$248,163
Value of fidelity bond covering the plan2022-12-31$24,816
Total contributions received or receivable from participants2022-12-31$61,504
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-32,495
Net income (gross income less expenses)2022-12-31$62,030
Net plan assets at end of year (total assets less liabilities)2022-12-31$310,193
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$248,163
Total contributions received or receivable from employer(s)2022-12-31$35,717
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,696
2021 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$95,493
Expenses. Total of all expenses incurred2021-12-31$1,898
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$248,163
Total plan assets at beginning of year2021-12-31$154,568
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$43,579
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$25,910
Net income (gross income less expenses)2021-12-31$93,595
Net plan assets at end of year (total assets less liabilities)2021-12-31$248,163
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$154,568
Total contributions received or receivable from employer(s)2021-12-31$26,004
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,898
2020 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$71,280
Expenses. Total of all expenses incurred2020-12-31$12,558
Benefits paid (including direct rollovers)2020-12-31$11,187
Total plan assets at end of year2020-12-31$154,568
Total plan assets at beginning of year2020-12-31$95,846
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$35,670
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$14,292
Net income (gross income less expenses)2020-12-31$58,722
Net plan assets at end of year (total assets less liabilities)2020-12-31$154,568
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$95,846
Total contributions received or receivable from employer(s)2020-12-31$21,318
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$68,186
Expenses. Total of all expenses incurred2019-12-31$4,340
Benefits paid (including direct rollovers)2019-12-31$3,717
Total plan assets at end of year2019-12-31$95,846
Total plan assets at beginning of year2019-12-31$32,000
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$37,249
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$8,734
Net income (gross income less expenses)2019-12-31$63,846
Net plan assets at end of year (total assets less liabilities)2019-12-31$95,846
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$32,000
Total contributions received or receivable from employer(s)2019-12-31$22,203
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$32,090
Expenses. Total of all expenses incurred2018-12-31$90
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$32,000
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$21,631
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,652
Net income (gross income less expenses)2018-12-31$32,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$32,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$12,111
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$90

Form 5500 Responses for WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST

2023: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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