401k Plan data: SITZLER & SITZLER 401(K) PLAN plan

SITZLER & SITZLER 401(K) PLAN 401k Plan overview

Plan Name	SITZLER & SITZLER 401(K) PLAN
Plan identification number	001

SITZLER & SITZLER 401(K) PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SITZLER & SITZLER has sponsored the creation of one or more 401k plans.

Company Name: SITZLER & SITZLER

Employer identification number (EIN): 223153025

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SITZLER & SITZLER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01 CHRISTINA DESANTIS 2022-10-03 JOHN SITZLER 2022-10-03
001 2020-01-01 CHRISTINA DESANTIS 2021-09-15
001 2019-01-01 CHRISTINA DESANTIS 2020-08-03 JOHN SITZLER 2020-08-03
001 2018-01-01 CHISTINA DESANTIS 2019-10-11 JOHN SITZLER 2019-10-11
001 2018-01-01 CHISTINA DESANTIS 2019-08-08
001 2017-01-01 LAURA MILLIRON 2018-06-29 SITZLER AND SITZLER 2018-06-29
001 2016-01-01 LAURA MILLIRON 2017-07-05 LAURA MILLIRON 2017-07-05
001 2015-01-01 LAURA MILLIRON
001 2015-01-01 LAURA MILLIRON
001 2014-01-01 LAURA MILLIRON
001 2013-01-01 LAURA MILLIRON
001 2012-01-01 LAURA MILLIRON LAURA MILLIRON 2013-07-31
001 2011-01-01 LAURA MILLIRON 2012-10-10
001 2010-01-01 JOHN SITZLER 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01	CHRISTINA DESANTIS	2022-10-03	JOHN SITZLER	2022-10-03
001	2020-01-01	CHRISTINA DESANTIS	2021-09-15
001	2019-01-01	CHRISTINA DESANTIS	2020-08-03	JOHN SITZLER	2020-08-03
001	2018-01-01	CHISTINA DESANTIS	2019-10-11	JOHN SITZLER	2019-10-11
001	2018-01-01	CHISTINA DESANTIS	2019-08-08
001	2017-01-01	LAURA MILLIRON	2018-06-29	SITZLER AND SITZLER	2018-06-29
001	2016-01-01	LAURA MILLIRON	2017-07-05	LAURA MILLIRON	2017-07-05
001	2015-01-01	LAURA MILLIRON
001	2015-01-01	LAURA MILLIRON
001	2014-01-01	LAURA MILLIRON
001	2013-01-01	LAURA MILLIRON
001	2012-01-01	LAURA MILLIRON		LAURA MILLIRON	2013-07-31
001	2011-01-01	LAURA MILLIRON	2012-10-10
001	2010-01-01	JOHN SITZLER	2011-10-13

Plan Statistics for SITZLER & SITZLER 401(K) PLAN

401k plan membership statisitcs for SITZLER & SITZLER 401(K) PLAN

Measure Date Value
2021: SITZLER & SITZLER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2015: SITZLER & SITZLER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SITZLER & SITZLER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SITZLER & SITZLER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SITZLER & SITZLER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2021: SITZLER & SITZLER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2015: SITZLER & SITZLER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SITZLER & SITZLER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SITZLER & SITZLER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SITZLER & SITZLER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SITZLER & SITZLER 401(K) PLAN

Measure	Date	Value
2021 : SITZLER & SITZLER 401(K) PLAN 2021 401k financial data
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2015 : SITZLER & SITZLER 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$19,034
Expenses. Total of all expenses incurred	2015-12-31	$487
Total plan assets at end of year	2015-12-31	$350,877
Total plan assets at beginning of year	2015-12-31	$332,330
Value of fidelity bond covering the plan	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$25,456
Expenses. Other expenses not covered elsewhere	2015-12-31	$487
Other income received	2015-12-31	$-10,603
Net income (gross income less expenses)	2015-12-31	$18,547
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$350,877
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$332,330
Total contributions received or receivable from employer(s)	2015-12-31	$4,181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SITZLER & SITZLER 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$50,203
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$332,330
Total plan assets at beginning of year	2014-12-31	$282,127
Total contributions received or receivable from participants	2014-12-31	$29,015
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	$16,108
Net income (gross income less expenses)	2014-12-31	$50,203
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$332,330
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$282,127
Assets. Value of participant loans	2014-12-31	$293
Total contributions received or receivable from employer(s)	2014-12-31	$5,080
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : SITZLER & SITZLER 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$74,873
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$295,170
Total plan assets at beginning of year	2013-12-31	$220,297
Total contributions received or receivable from participants	2013-12-31	$34,053
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$34,174
Net income (gross income less expenses)	2013-12-31	$74,873
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$295,170
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$220,297
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$6,646
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : SITZLER & SITZLER 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$220
Total income from all sources	2012-12-31	$35,491
Expenses. Total of all expenses incurred	2012-12-31	$219
Benefits paid (including direct rollovers)	2012-12-31	$40
Total plan assets at end of year	2012-12-31	$220,297
Total plan assets at beginning of year	2012-12-31	$185,245
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$17,381
Expenses. Other expenses not covered elsewhere	2012-12-31	$179
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$14,493
Net income (gross income less expenses)	2012-12-31	$35,272
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$220,297
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$185,025
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$3,617
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for SITZLER & SITZLER 401(K) PLAN

2021: SITZLER & SITZLER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Section 412(e)(3) insurance Contracts	Yes
2021-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2015: SITZLER & SITZLER 401(K) 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: SITZLER & SITZLER 401(K) 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: SITZLER & SITZLER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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: SITZLER & SITZLER 401(K) 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SITZLER & SITZLER
Employer identification number (EIN):	223153025
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers