ABBOTT CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2022-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 40 |
Total of all active and inactive participants | 2022-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 79 |
Number of participants with account balances | 2022-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 32 |
Total of all active and inactive participants | 2021-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 83 |
Number of participants with account balances | 2021-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 52 |
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 | 27 |
Total of all active and inactive participants | 2020-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 79 |
Number of participants with account balances | 2020-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 27 |
Total of all active and inactive participants | 2019-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 76 |
Number of participants with account balances | 2019-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 23 |
Total of all active and inactive participants | 2018-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 73 |
Number of participants with account balances | 2018-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
Total of all active and inactive participants | 2017-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 70 |
Number of participants with account balances | 2017-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 19 |
Total of all active and inactive participants | 2016-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 71 |
Number of participants with account balances | 2016-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 74 |
Number of participants with account balances | 2015-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 63 |
Number of participants with account balances | 2014-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 60 |
Number of participants with account balances | 2013-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 57 |
Number of participants with account balances | 2012-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 55 |
Number of participants with account balances | 2011-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
---|
2022 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
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 | $-6,604,695 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,099,348 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,098,179 |
Total plan assets at end of year | 2022-12-31 | $33,748,982 |
Total plan assets at beginning of year | 2022-12-31 | $41,453,025 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $580,466 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $53,706 |
Other income received | 2022-12-31 | $-8,074,262 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $160,934 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $835,395 |
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 | $1,169 |
2021 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
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 | $8,082,355 |
Expenses. Total of all expenses incurred | 2021-12-31 | $922,061 |
Benefits paid (including direct rollovers) | 2021-12-31 | $920,855 |
Total plan assets at end of year | 2021-12-31 | $41,453,025 |
Total plan assets at beginning of year | 2021-12-31 | $34,292,731 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $679,310 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $100,491 |
Other income received | 2021-12-31 | $6,323,572 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $978,982 |
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 | $1,206 |
2020 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
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 | $6,709,291 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,344,711 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,341,552 |
Total plan assets at end of year | 2020-12-31 | $34,292,731 |
Total plan assets at beginning of year | 2020-12-31 | $29,928,151 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $642,890 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $330,920 |
Other income received | 2020-12-31 | $4,720,190 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $123,113 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,015,291 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $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 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 | $7,340,254 |
Expenses. Total of all expenses incurred | 2019-12-31 | $688,180 |
Benefits paid (including direct rollovers) | 2019-12-31 | $687,111 |
Total plan assets at end of year | 2019-12-31 | $29,928,151 |
Total plan assets at beginning of year | 2019-12-31 | $23,276,077 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $609,972 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $200,292 |
Other income received | 2019-12-31 | $5,602,881 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $143,296 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $927,109 |
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 | $1,069 |
2018 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
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 | $921,004 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,279,695 |
Benefits paid (including direct rollovers) | 2018-12-31 | $3,278,745 |
Total plan assets at end of year | 2018-12-31 | $23,276,077 |
Total plan assets at beginning of year | 2018-12-31 | $25,634,768 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $479,839 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,690 |
Other income received | 2018-12-31 | $-679,189 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $86,633 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,117,664 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $5,118,224 |
Expenses. Total of all expenses incurred | 2017-12-31 | $590,237 |
Benefits paid (including direct rollovers) | 2017-12-31 | $589,193 |
Total plan assets at end of year | 2017-12-31 | $25,634,768 |
Total plan assets at beginning of year | 2017-12-31 | $21,106,781 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $464,418 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $21,655 |
Other income received | 2017-12-31 | $3,571,973 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $118,337 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,060,178 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $3,223,427 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,877,847 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,829,506 |
Total plan assets at end of year | 2016-12-31 | $21,106,781 |
Total plan assets at beginning of year | 2016-12-31 | $19,761,201 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $470,375 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $509,638 |
Other income received | 2016-12-31 | $1,223,608 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $122,187 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,019,806 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,492,928 |
Expenses. Total of all expenses incurred | 2015-12-31 | $357,479 |
Benefits paid (including direct rollovers) | 2015-12-31 | $347,947 |
Total plan assets at end of year | 2015-12-31 | $19,761,201 |
Total plan assets at beginning of year | 2015-12-31 | $18,625,752 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $422,799 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $2,674 |
Other income received | 2015-12-31 | $77,655 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $126,467 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $989,800 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $2,541,357 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,731,406 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,700,331 |
Total plan assets at end of year | 2014-12-31 | $18,625,752 |
Total plan assets at beginning of year | 2014-12-31 | $17,815,801 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $325,699 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $43,934 |
Other income received | 2014-12-31 | $1,306,567 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $118,700 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $865,157 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $30,531 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $75 |
Total income from all sources | 2013-12-31 | $3,925,313 |
Expenses. Total of all expenses incurred | 2013-12-31 | $351,665 |
Benefits paid (including direct rollovers) | 2013-12-31 | $336,430 |
Total plan assets at end of year | 2013-12-31 | $17,815,801 |
Total plan assets at beginning of year | 2013-12-31 | $14,242,228 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $330,394 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $2,840,588 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $184,361 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $754,331 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $13,464 |
Value of corrective distributions | 2013-12-31 | $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 year | 2012-12-31 | $75 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $2,515,317 |
Expenses. Total of all expenses incurred | 2012-12-31 | $294,116 |
Benefits paid (including direct rollovers) | 2012-12-31 | $290,475 |
Total plan assets at end of year | 2012-12-31 | $14,242,228 |
Total plan assets at beginning of year | 2012-12-31 | $12,020,952 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $325,475 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,068 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $941,228 |
Expenses. Total of all expenses incurred | 2011-12-31 | $312,268 |
Benefits paid (including direct rollovers) | 2011-12-31 | $288,680 |
Total plan assets at end of year | 2011-12-31 | $12,020,952 |
Total plan assets at beginning of year | 2011-12-31 | $11,391,992 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $265,707 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $117,652 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $813,174 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2022: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
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: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
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 |
2017: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ABBOTT CAPITAL MANAGEMENT, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |