WILLIAM L SYRIOS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2023: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 56 |
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 | 12 |
Total of all active and inactive participants | 2023-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 68 |
Number of participants with account balances | 2023-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
2022: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
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 | 9 |
Total of all active and inactive participants | 2022-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 62 |
Number of participants with account balances | 2022-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
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 | 6 |
Total of all active and inactive participants | 2021-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 58 |
Number of participants with account balances | 2021-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 49 |
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 | 4 |
Total of all active and inactive participants | 2020-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 53 |
Number of participants with account balances | 2020-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 41 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 44 |
Number of participants with account balances | 2019-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 44 |
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 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 44 |
Number of participants with account balances | 2018-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2023 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
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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 | $166,627 |
Expenses. Total of all expenses incurred | 2023-12-31 | $35,273 |
Benefits paid (including direct rollovers) | 2023-12-31 | $31,284 |
Total plan assets at end of year | 2023-12-31 | $441,547 |
Total plan assets at beginning of year | 2023-12-31 | $310,193 |
Value of fidelity bond covering the plan | 2023-12-31 | $31,019 |
Total contributions received or receivable from participants | 2023-12-31 | $74,870 |
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 | $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 loans | 2023-12-31 | $10,914 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $40,330 |
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 | $3,989 |
2022 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
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 | $64,726 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,696 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $310,193 |
Total plan assets at beginning of year | 2022-12-31 | $248,163 |
Value of fidelity bond covering the plan | 2022-12-31 | $24,816 |
Total contributions received or receivable from participants | 2022-12-31 | $61,504 |
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 | $-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 loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 |
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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 | $95,493 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,898 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $248,163 |
Total plan assets at beginning of year | 2021-12-31 | $154,568 |
Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
Total contributions received or receivable from participants | 2021-12-31 | $43,579 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 |
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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 | $71,280 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,558 |
Benefits paid (including direct rollovers) | 2020-12-31 | $11,187 |
Total plan assets at end of year | 2020-12-31 | $154,568 |
Total plan assets at beginning of year | 2020-12-31 | $95,846 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Total contributions received or receivable from participants | 2020-12-31 | $35,670 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $68,186 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,340 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,717 |
Total plan assets at end of year | 2019-12-31 | $95,846 |
Total plan assets at beginning of year | 2019-12-31 | $32,000 |
Value of fidelity bond covering the plan | 2019-12-31 | $0 |
Total contributions received or receivable from participants | 2019-12-31 | $37,249 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $32,090 |
Expenses. Total of all expenses incurred | 2018-12-31 | $90 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $32,000 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $21,631 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $90 |
2023: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
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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: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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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: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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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: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
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 |
2019: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WILLIAM L SYRIOS DAN STEWARDSH 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |