401k Plan data: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST plan

SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHADOW LAKE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SHADOW LAKE ASSOCIATES, INC.

Employer identification number (EIN): 200682171

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about SHADOW LAKE ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1997-03-07

Company Identification Number: 2120594

Legal Registered Office Address: 76 DOLSON AVE
Orange
MIDDLETOWN
United States of America (USA)
10940

More information about SHADOW LAKE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST

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 JILL KLEINMAN
001 2017-01-01 JILL KLEINMAN
001 2016-01-01 JILL KLEINMAN
001 2015-01-01 JILL KLEINMAN
001 2014-01-01 JILL KLEINMAN
001 2013-01-01 JILL KLEINMAN
001 2012-01-01 SHADOW LAKE ASSOCIATES INC 2013-06-13
001 2011-01-01 SHADOW LAKE ASSOCIATES INC 2012-10-24
001 2010-01-01 SHADOW LAKE ASSOCIATES INC 2012-10-24

Plan Statistics for SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 10
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 5
Total of all active and inactive participants 2023-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 15
Number of participants with account balances 2023-01-01 14
2022: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
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 4
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 6
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 5
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 2
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
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 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	10
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	5
Total of all active and inactive participants	2023-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	15
Number of participants with account balances	2023-01-01	14
2022: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
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	4
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	6
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	5
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	2
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
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	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2023 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
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	$508,578
Expenses. Total of all expenses incurred	2023-12-31	$11,764
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,855,559
Total plan assets at beginning of year	2023-12-31	$1,358,745
Value of fidelity bond covering the plan	2023-12-31	$300,000
Total contributions received or receivable from participants	2023-12-31	$134,925
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	$268,548
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$496,814
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,855,559
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,358,745
Total contributions received or receivable from employer(s)	2023-12-31	$105,105
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	$11,764
2022 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$3,706
Expenses. Total of all expenses incurred	2022-12-31	$348,356
Benefits paid (including direct rollovers)	2022-12-31	$336,643
Total plan assets at end of year	2022-12-31	$1,358,745
Total plan assets at beginning of year	2022-12-31	$1,703,395
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$122,211
Other income received	2022-12-31	$-194,379
Net income (gross income less expenses)	2022-12-31	$-344,650
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,358,745
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,703,395
Total contributions received or receivable from employer(s)	2022-12-31	$75,874
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$11,713
2021 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$348,576
Expenses. Total of all expenses incurred	2021-12-31	$199,990
Benefits paid (including direct rollovers)	2021-12-31	$188,084
Total plan assets at end of year	2021-12-31	$1,703,395
Total plan assets at beginning of year	2021-12-31	$1,554,809
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$80,375
Other income received	2021-12-31	$243,899
Net income (gross income less expenses)	2021-12-31	$148,586
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,703,395
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,554,809
Total contributions received or receivable from employer(s)	2021-12-31	$24,302
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$93,198
Expenses. Total of all expenses incurred	2020-12-31	$525
Total plan assets at end of year	2020-12-31	$1,554,809
Total plan assets at beginning of year	2020-12-31	$1,462,136
Value of fidelity bond covering the plan	2020-12-31	$60,000
Total contributions received or receivable from participants	2020-12-31	$50,522
Other income received	2020-12-31	$-30,913
Net income (gross income less expenses)	2020-12-31	$92,673
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,554,809
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,462,136
Total contributions received or receivable from employer(s)	2020-12-31	$73,589
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$525
2019 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$373,694
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,462,136
Total plan assets at beginning of year	2019-12-31	$1,088,442
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$82,663
Other income received	2019-12-31	$241,992
Net income (gross income less expenses)	2019-12-31	$373,694
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,462,136
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,088,442
Total contributions received or receivable from employer(s)	2019-12-31	$49,039
2018 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$9,277
Expenses. Total of all expenses incurred	2018-12-31	$9,728
Benefits paid (including direct rollovers)	2018-12-31	$6,406
Total plan assets at end of year	2018-12-31	$1,088,442
Total plan assets at beginning of year	2018-12-31	$1,088,893
Value of fidelity bond covering the plan	2018-12-31	$125,000
Total contributions received or receivable from participants	2018-12-31	$69,057
Other income received	2018-12-31	$-123,239
Net income (gross income less expenses)	2018-12-31	$-451
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,088,442
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,088,893
Assets. Value of participant loans	2018-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2018-12-31	$3,237
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	2018-12-31	$188
Total contributions received or receivable from employer(s)	2018-12-31	$63,459
Value of certain deemed distributions of participant loans	2018-12-31	$3,237
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$272,261
Expenses. Total of all expenses incurred	2017-12-31	$100
Total plan assets at end of year	2017-12-31	$1,088,893
Total plan assets at beginning of year	2017-12-31	$816,732
Value of fidelity bond covering the plan	2017-12-31	$85,000
Total contributions received or receivable from participants	2017-12-31	$65,850
Other income received	2017-12-31	$147,633
Net income (gross income less expenses)	2017-12-31	$272,161
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,088,893
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$816,732
Total contributions received or receivable from employer(s)	2017-12-31	$58,778
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$100
2016 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$219,139
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$816,732
Total plan assets at beginning of year	2016-12-31	$597,593
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$79,352
Other income received	2016-12-31	$80,963
Net income (gross income less expenses)	2016-12-31	$219,139
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$816,732
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$597,593
Total contributions received or receivable from employer(s)	2016-12-31	$58,824
2015 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$100,723
Expenses. Total of all expenses incurred	2015-12-31	$850
Total plan assets at end of year	2015-12-31	$597,593
Total plan assets at beginning of year	2015-12-31	$497,720
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$55,596
Other income received	2015-12-31	$-13,721
Net income (gross income less expenses)	2015-12-31	$99,873
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$597,593
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$497,720
Total contributions received or receivable from employer(s)	2015-12-31	$58,848
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$850
2014 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$129,933
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$497,720
Total plan assets at beginning of year	2014-12-31	$367,787
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$51,612
Other income received	2014-12-31	$22,451
Net income (gross income less expenses)	2014-12-31	$129,933
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$497,720
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$367,787
Total contributions received or receivable from employer(s)	2014-12-31	$55,870
2013 : SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$123,642
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$367,787
Total plan assets at beginning of year	2013-12-31	$244,145
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$51,290
Other income received	2013-12-31	$58,009
Net income (gross income less expenses)	2013-12-31	$123,642
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$367,787
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$244,145
Total contributions received or receivable from employer(s)	2013-12-31	$14,343

Form 5500 Responses for SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST

2023: SHADOW LAKE ASSOCIATES INC 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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: SHADOW LAKE ASSOCIATES INC 401 K 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

Potentially related plans

SHADOW LAKE COLLISION, INC. 401 (K) PLAN [EIN = 260185475]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SHADOW LAKE ASSOCIATES, INC.
Employer identification number (EIN):	200682171
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1997-03-07
Company Identification Number:	2120594
Legal Registered Office Address:	76 DOLSON AVE Orange MIDDLETOWN United States of America (USA) 10940