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ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST
Plan identification number 001

ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABBOTT CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:ABBOTT CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):043376204
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAUREN M. MASSEY
0012016-01-01LAUREN M. MASSEY
0012015-01-01LAUREN M. MASSEY
0012014-01-01JENNIFER LAGNADO
0012013-01-01JENNIFER LAGNADO
0012012-01-01LAUREN MASSEY LAUREN MASSEY2013-09-16
0012011-01-01LAUREN MASSEY
0012010-01-01LAUREN M. MASSEY2011-08-19 LAUREN M. MASSEY2011-08-19

Plan Statistics for ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0187
Total number of active participants reported on line 7a of the Form 55002022-01-0138
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0179
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0184
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0183
Number of participants with account balances2021-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0183
Total number of active participants reported on line 7a of the Form 55002020-01-0152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0179
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0176
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0175
Total number of active participants reported on line 7a of the Form 55002018-01-0149
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0173
Number of participants with account balances2018-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0177
Total number of active participants reported on line 7a of the Form 55002017-01-0147
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0170
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0175
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0171
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0165
Total number of active participants reported on line 7a of the Form 55002015-01-0154
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0174
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0163
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0159
Total number of active participants reported on line 7a of the Form 55002013-01-0145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0160
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0158
Total number of active participants reported on line 7a of the Form 55002012-01-0146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0157
Number of participants with account balances2012-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0154
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0155
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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$0
Total income from all sources2022-12-31$-6,604,695
Expenses. Total of all expenses incurred2022-12-31$1,099,348
Benefits paid (including direct rollovers)2022-12-31$1,098,179
Total plan assets at end of year2022-12-31$33,748,982
Total plan assets at beginning of year2022-12-31$41,453,025
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$580,466
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$53,706
Other income received2022-12-31$-8,074,262
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-7,704,043
Net plan assets at end of year (total assets less liabilities)2022-12-31$33,748,982
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$41,453,025
Assets. Value of participant loans2022-12-31$160,934
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$835,395
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$1,169
2021 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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$8,082,355
Expenses. Total of all expenses incurred2021-12-31$922,061
Benefits paid (including direct rollovers)2021-12-31$920,855
Total plan assets at end of year2021-12-31$41,453,025
Total plan assets at beginning of year2021-12-31$34,292,731
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$679,310
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$100,491
Other income received2021-12-31$6,323,572
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$7,160,294
Net plan assets at end of year (total assets less liabilities)2021-12-31$41,453,025
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$34,292,731
Assets. Value of participant loans2021-12-31$124,130
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$978,982
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$1,206
2020 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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$6,709,291
Expenses. Total of all expenses incurred2020-12-31$2,344,711
Benefits paid (including direct rollovers)2020-12-31$2,341,552
Total plan assets at end of year2020-12-31$34,292,731
Total plan assets at beginning of year2020-12-31$29,928,151
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$642,890
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$330,920
Other income received2020-12-31$4,720,190
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$4,364,580
Net plan assets at end of year (total assets less liabilities)2020-12-31$34,292,731
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$29,928,151
Assets. Value of participant loans2020-12-31$123,113
Total contributions received or receivable from employer(s)2020-12-31$1,015,291
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$2,234
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$925
2019 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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$7,340,254
Expenses. Total of all expenses incurred2019-12-31$688,180
Benefits paid (including direct rollovers)2019-12-31$687,111
Total plan assets at end of year2019-12-31$29,928,151
Total plan assets at beginning of year2019-12-31$23,276,077
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$609,972
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$200,292
Other income received2019-12-31$5,602,881
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$6,652,074
Net plan assets at end of year (total assets less liabilities)2019-12-31$29,928,151
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$23,276,077
Assets. Value of participant loans2019-12-31$143,296
Total contributions received or receivable from employer(s)2019-12-31$927,109
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$1,069
2018 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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$921,004
Expenses. Total of all expenses incurred2018-12-31$3,279,695
Benefits paid (including direct rollovers)2018-12-31$3,278,745
Total plan assets at end of year2018-12-31$23,276,077
Total plan assets at beginning of year2018-12-31$25,634,768
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$479,839
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$2,690
Other income received2018-12-31$-679,189
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,358,691
Net plan assets at end of year (total assets less liabilities)2018-12-31$23,276,077
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$25,634,768
Assets. Value of participant loans2018-12-31$86,633
Total contributions received or receivable from employer(s)2018-12-31$1,117,664
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$950
2017 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$5,118,224
Expenses. Total of all expenses incurred2017-12-31$590,237
Benefits paid (including direct rollovers)2017-12-31$589,193
Total plan assets at end of year2017-12-31$25,634,768
Total plan assets at beginning of year2017-12-31$21,106,781
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$464,418
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$21,655
Other income received2017-12-31$3,571,973
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$4,527,987
Net plan assets at end of year (total assets less liabilities)2017-12-31$25,634,768
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,106,781
Assets. Value of participant loans2017-12-31$118,337
Total contributions received or receivable from employer(s)2017-12-31$1,060,178
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,044
2016 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$3,223,427
Expenses. Total of all expenses incurred2016-12-31$1,877,847
Benefits paid (including direct rollovers)2016-12-31$1,829,506
Total plan assets at end of year2016-12-31$21,106,781
Total plan assets at beginning of year2016-12-31$19,761,201
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$470,375
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$509,638
Other income received2016-12-31$1,223,608
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,345,580
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,106,781
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$19,761,201
Assets. Value of participant loans2016-12-31$122,187
Total contributions received or receivable from employer(s)2016-12-31$1,019,806
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$47,372
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$969
2015 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,492,928
Expenses. Total of all expenses incurred2015-12-31$357,479
Benefits paid (including direct rollovers)2015-12-31$347,947
Total plan assets at end of year2015-12-31$19,761,201
Total plan assets at beginning of year2015-12-31$18,625,752
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$422,799
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$2,674
Other income received2015-12-31$77,655
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,135,449
Net plan assets at end of year (total assets less liabilities)2015-12-31$19,761,201
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$18,625,752
Assets. Value of participant loans2015-12-31$126,467
Total contributions received or receivable from employer(s)2015-12-31$989,800
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$8,801
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$731
2014 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,541,357
Expenses. Total of all expenses incurred2014-12-31$1,731,406
Benefits paid (including direct rollovers)2014-12-31$1,700,331
Total plan assets at end of year2014-12-31$18,625,752
Total plan assets at beginning of year2014-12-31$17,815,801
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$325,699
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$43,934
Other income received2014-12-31$1,306,567
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$809,951
Net plan assets at end of year (total assets less liabilities)2014-12-31$18,625,752
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,815,801
Assets. Value of participant loans2014-12-31$118,700
Total contributions received or receivable from employer(s)2014-12-31$865,157
Value of certain deemed distributions of participant loans2014-12-31$30,531
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$544
2013 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$75
Total income from all sources2013-12-31$3,925,313
Expenses. Total of all expenses incurred2013-12-31$351,665
Benefits paid (including direct rollovers)2013-12-31$336,430
Total plan assets at end of year2013-12-31$17,815,801
Total plan assets at beginning of year2013-12-31$14,242,228
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$330,394
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,840,588
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,573,648
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,815,801
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,242,153
Assets. Value of participant loans2013-12-31$184,361
Total contributions received or receivable from employer(s)2013-12-31$754,331
Value of certain deemed distributions of participant loans2013-12-31$13,464
Value of corrective distributions2013-12-31$971
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$800
2012 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$75
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,515,317
Expenses. Total of all expenses incurred2012-12-31$294,116
Benefits paid (including direct rollovers)2012-12-31$290,475
Total plan assets at end of year2012-12-31$14,242,228
Total plan assets at beginning of year2012-12-31$12,020,952
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$325,475
Contributions received from other sources (not participants or employers)2012-12-31$15,068
Other income received2012-12-31$1,428,760
Net income (gross income less expenses)2012-12-31$2,221,201
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,242,153
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,020,952
Assets. Value of participant loans2012-12-31$196,623
Total contributions received or receivable from employer(s)2012-12-31$746,014
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$941,228
Expenses. Total of all expenses incurred2011-12-31$312,268
Benefits paid (including direct rollovers)2011-12-31$288,680
Total plan assets at end of year2011-12-31$12,020,952
Total plan assets at beginning of year2011-12-31$11,391,992
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$265,707
Other income received2011-12-31$-137,653
Net income (gross income less expenses)2011-12-31$628,960
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,020,952
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$11,391,992
Assets. Value of participant loans2011-12-31$117,652
Total contributions received or receivable from employer(s)2011-12-31$813,174
Value of certain deemed distributions of participant loans2011-12-31$18,973
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST

2022: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' 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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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
2017: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341005
Policy instance 1
Insurance contract or identification number341005
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-11-30

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