401k Plan data: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN plan

SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN
Plan identification number	001

SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAUNDERS MANAGEMENT CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: SAUNDERS MANAGEMENT CO., INC.

Employer identification number (EIN): 161596259

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about SAUNDERS MANAGEMENT CO., INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2000-11-29

Company Identification Number: 2578619

Legal Registered Office Address: 762 BROOKS AVE
Monroe
ROCHESTER
United States of America (USA)
14619

More information about SAUNDERS MANAGEMENT CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARION THOMPSON
001 2017-01-01 MARION THOMPSON
001 2016-01-01 MARION THOMPSON
001 2015-01-01 MARION THOMPSON
001 2014-01-01 MARION THOMPSON
001 2013-01-01 MARION THOMPSON
001 2012-01-01 MARION THOMPSON MARION THOMPSON 2013-07-29

Plan Statistics for SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 12
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 6
Total of all active and inactive participants 2023-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 18
Number of participants with account balances 2023-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
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 8
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 8
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 8
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
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 8
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 6
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
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 5
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 5
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
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 5
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	12
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	6
Total of all active and inactive participants	2023-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	18
Number of participants with account balances	2023-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
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	8
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	8
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	8
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
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	8
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	6
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
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	5
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	5
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
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	5
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2023 401k financial data
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	$476,022
Expenses. Total of all expenses incurred	2023-12-31	$15,431
Benefits paid (including direct rollovers)	2023-12-31	$3,317
Total plan assets at end of year	2023-12-31	$2,118,208
Total plan assets at beginning of year	2023-12-31	$1,657,617
Value of fidelity bond covering the plan	2023-12-31	$212,000
Total contributions received or receivable from participants	2023-12-31	$162,167
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	$277,632
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$460,591
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,118,208
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,657,617
Assets. Value of participant loans	2023-12-31	$10,591
Total contributions received or receivable from employer(s)	2023-12-31	$36,223
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	$12,114
2022 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$-156,609
Expenses. Total of all expenses incurred	2022-12-31	$19,270
Benefits paid (including direct rollovers)	2022-12-31	$7,459
Total plan assets at end of year	2022-12-31	$1,657,617
Total plan assets at beginning of year	2022-12-31	$1,833,496
Value of fidelity bond covering the plan	2022-12-31	$160,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$129,197
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	$0
Other income received	2022-12-31	$-319,574
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-175,879
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,657,617
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,833,496
Assets. Value of participant loans	2022-12-31	$13,374
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
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	$33,768
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	$11,811
2021 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$379,036
Expenses. Total of all expenses incurred	2021-12-31	$739,039
Benefits paid (including direct rollovers)	2021-12-31	$726,674
Total plan assets at end of year	2021-12-31	$1,833,496
Total plan assets at beginning of year	2021-12-31	$2,193,499
Value of fidelity bond covering the plan	2021-12-31	$160,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$117,373
Assets. Value of loans (other than to participants)	2021-12-31	$0
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	$232,357
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-360,003
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,833,496
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,193,499
Assets. Value of participant loans	2021-12-31	$3,199
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$29,306
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	$12,365
2020 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$409,031
Expenses. Total of all expenses incurred	2020-12-31	$145,059
Benefits paid (including direct rollovers)	2020-12-31	$132,132
Total plan assets at end of year	2020-12-31	$2,193,499
Total plan assets at beginning of year	2020-12-31	$1,929,527
Value of fidelity bond covering the plan	2020-12-31	$160,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$126,987
Assets. Value of loans (other than to participants)	2020-12-31	$0
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	$238,894
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$263,972
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,193,499
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,929,527
Assets. Value of participant loans	2020-12-31	$5,454
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$43,150
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	$12,927
2019 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$429,598
Expenses. Total of all expenses incurred	2019-12-31	$11,524
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,929,527
Total plan assets at beginning of year	2019-12-31	$1,511,453
Value of fidelity bond covering the plan	2019-12-31	$160,000
Total contributions received or receivable from participants	2019-12-31	$121,072
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	$271,390
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$418,074
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,929,527
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,511,453
Assets. Value of participant loans	2019-12-31	$2,062
Total contributions received or receivable from employer(s)	2019-12-31	$37,136
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	$11,524
2018 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$100,899
Expenses. Total of all expenses incurred	2018-12-31	$434,525
Benefits paid (including direct rollovers)	2018-12-31	$421,721
Total plan assets at end of year	2018-12-31	$1,511,453
Total plan assets at beginning of year	2018-12-31	$1,845,079
Value of fidelity bond covering the plan	2018-12-31	$160,000
Total contributions received or receivable from participants	2018-12-31	$117,857
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	$-52,864
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-333,626
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,511,453
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,845,079
Assets. Value of participant loans	2018-12-31	$4,000
Total contributions received or receivable from employer(s)	2018-12-31	$35,906
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	$12,804
2017 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$357,391
Expenses. Total of all expenses incurred	2017-12-31	$9,912
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,845,079
Total plan assets at beginning of year	2017-12-31	$1,497,600
Value of fidelity bond covering the plan	2017-12-31	$160,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$109,407
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$215,293
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$347,479
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,845,079
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,497,600
Assets. Value of participant loans	2017-12-31	$7,624
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$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	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$32,691
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	$9,912
2016 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$231,052
Expenses. Total of all expenses incurred	2016-12-31	$10,014
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,497,600
Total plan assets at beginning of year	2016-12-31	$1,276,562
Value of fidelity bond covering the plan	2016-12-31	$120,000
Total contributions received or receivable from participants	2016-12-31	$91,706
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$7,070
Other income received	2016-12-31	$98,236
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$221,038
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,497,600
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,276,562
Assets. Value of participant loans	2016-12-31	$8,175
Total contributions received or receivable from employer(s)	2016-12-31	$34,040
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,014
2015 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$121,659
Expenses. Total of all expenses incurred	2015-12-31	$209,799
Benefits paid (including direct rollovers)	2015-12-31	$199,772
Total plan assets at end of year	2015-12-31	$1,276,562
Total plan assets at beginning of year	2015-12-31	$1,364,702
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$100,016
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-8,707
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-88,140
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,276,562
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,364,702
Assets. Value of participant loans	2015-12-31	$12,399
Total contributions received or receivable from employer(s)	2015-12-31	$30,350
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,027
2014 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	$180,622
Expenses. Total of all expenses incurred	2014-12-31	$88,896
Benefits paid (including direct rollovers)	2014-12-31	$79,403
Total plan assets at end of year	2014-12-31	$1,364,702
Total plan assets at beginning of year	2014-12-31	$1,272,976
Value of fidelity bond covering the plan	2014-12-31	$120,000
Total contributions received or receivable from participants	2014-12-31	$86,463
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$59,093
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$91,726
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,364,702
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,272,976
Assets. Value of participant loans	2014-12-31	$16,448
Total contributions received or receivable from employer(s)	2014-12-31	$35,066
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,493
2013 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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 income from all sources	2013-12-31	$322,744
Expenses. Total of all expenses incurred	2013-12-31	$24,977
Benefits paid (including direct rollovers)	2013-12-31	$16,430
Total plan assets at end of year	2013-12-31	$1,272,976
Total plan assets at beginning of year	2013-12-31	$975,209
Value of fidelity bond covering the plan	2013-12-31	$120,000
Total contributions received or receivable from participants	2013-12-31	$106,337
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$68,480
Other income received	2013-12-31	$129,137
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$297,767
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,272,976
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$975,209
Assets. Value of participant loans	2013-12-31	$20,401
Total contributions received or receivable from employer(s)	2013-12-31	$18,790
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,547
2012 : SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$186,527
Expenses. Total of all expenses incurred	2012-12-31	$327,581
Benefits paid (including direct rollovers)	2012-12-31	$318,206
Total plan assets at end of year	2012-12-31	$975,209
Total plan assets at beginning of year	2012-12-31	$1,116,263
Value of fidelity bond covering the plan	2012-12-31	$120,000
Total contributions received or receivable from participants	2012-12-31	$75,387
Contributions received from other sources (not participants or employers)	2012-12-31	$6,864
Other income received	2012-12-31	$80,333
Net income (gross income less expenses)	2012-12-31	$-141,054
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$975,209
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,116,263
Total contributions received or receivable from employer(s)	2012-12-31	$23,943
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN

2023: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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: SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN 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

Potentially related plans

SAUNDERS MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN [EIN = 161556569]

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Company Name:	SAUNDERS MANAGEMENT CO., INC.
Employer identification number (EIN):	161596259
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2000-11-29
Company Identification Number:	2578619
Legal Registered Office Address:	762 BROOKS AVE Monroe ROCHESTER United States of America (USA) 14619