THE COUNTERTOP FACTORY MIDWEST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE COUNTERTOP FACTORY MIDWEST 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : THE COUNTERTOP FACTORY MIDWEST 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-16 | 208356 |
| Net assets as of the end of the plan year | 2025-09-16 | 1671876 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 1429117 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 204484 |
| Value of participant loans at end of plan year | 2025-09-16 | 26791 |
| Other expenses paid from plan in this plan year | 2025-09-16 | 2271 |
| Other contributions to plan in this plan year | 2025-09-16 | 50000 |
| Other income to plan in this plan year | 2025-09-16 | 196631 |
| Plan net income in this plan year | 2025-09-16 | 242759 |
| Net assets as of the end of the plan year | 2025-09-16 | 1671876 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 1429117 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 2284 |
| 2024 : THE COUNTERTOP FACTORY MIDWEST 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 71405 |
| Net assets as of the end of the plan year | 2024-10-11 | 1429117 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1083885 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 185307 |
| Value of participant loans at end of plan year | 2024-10-11 | 17777 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 1746 |
| Other contributions to plan in this plan year | 2024-10-11 | 24502 |
| Other income to plan in this plan year | 2024-10-11 | 206828 |
| Plan net income in this plan year | 2024-10-11 | 345232 |
| Net assets as of the end of the plan year | 2024-10-11 | 1429117 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1083885 |
| Value of contributions failed to transmitted timely | 2024-10-11 | 185320 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 2308 |
| 2022 : THE COUNTERTOP FACTORY MIDWEST 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-34,456 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $77,817 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $71,937 |
| Value of total corrective distributions | 2022-12-31 | $1,989 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $180,284 |
| Value of total assets at end of year | 2022-12-31 | $1,083,885 |
| Value of total assets at beginning of year | 2022-12-31 | $1,196,158 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,891 |
| Total interest from all sources | 2022-12-31 | $254 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $664 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,593 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $180,284 |
| Participant contributions at end of year | 2022-12-31 | $12,937 |
| Participant contributions at beginning of year | 2022-12-31 | $19,055 |
| Participant contributions at end of year | 2022-12-31 | $11,613 |
| Participant contributions at beginning of year | 2022-12-31 | $11,953 |
| Other income not declared elsewhere | 2022-12-31 | $878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-112,273 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,083,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,196,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $999 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,357 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $96,442 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $20,511 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $30,250 |
| Interest on participant loans | 2022-12-31 | $254 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $984,467 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,038,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-23,530 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-4,597 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-188,409 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $71,937 |
| Contract administrator fees | 2022-12-31 | $1,299 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SMITH & HOWARD, PC |
| Accountancy firm EIN | 2022-12-31 | 581250486 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-34,456 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $77,817 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $71,937 |
| Value of total corrective distributions | 2022-01-01 | $1,989 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $180,284 |
| Value of total assets at end of year | 2022-01-01 | $1,083,885 |
| Value of total assets at beginning of year | 2022-01-01 | $1,196,158 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,891 |
| Total interest from all sources | 2022-01-01 | $254 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $664 |
| Administrative expenses professional fees incurred | 2022-01-01 | $1,593 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $180,284 |
| Participant contributions at end of year | 2022-01-01 | $12,937 |
| Participant contributions at beginning of year | 2022-01-01 | $19,055 |
| Participant contributions at end of year | 2022-01-01 | $11,613 |
| Participant contributions at beginning of year | 2022-01-01 | $11,953 |
| Other income not declared elsewhere | 2022-01-01 | $878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-112,273 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,083,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,196,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $999 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $54,357 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $96,442 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $20,511 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $30,250 |
| Interest on participant loans | 2022-01-01 | $254 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $984,467 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,038,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-23,530 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-4,597 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-188,409 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $71,937 |
| Contract administrator fees | 2022-01-01 | $1,299 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | JMM CPA |
| Accountancy firm EIN | 2022-01-01 | 472940358 |
| 2021 : THE COUNTERTOP FACTORY MIDWEST 401(K) 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 | $278,880 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $104,627 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $101,235 |
| Total plan assets at end of year | 2021-12-31 | $1,196,158 |
| Total plan assets at beginning of year | 2021-12-31 | $1,021,905 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $117,069 |
| 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 | $161,811 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $174,253 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,196,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,021,905 |
| Assets. Value of participant loans | 2021-12-31 | $19,055 |
| 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 | 2021-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-12-31 | $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 | 2021-12-31 | $106,558 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 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 | $3,392 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
