Logo

ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameERIE STRAYER COMPANY 401(K) RETIREMENT PLAN
Plan identification number 003

ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

ERIE STRAYER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ERIE STRAYER COMPANY
Employer identification number (EIN):250466540
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01HAROLD LILLY
0032017-01-01HAROLD LILLY
0032016-01-01HAROLD LILLY
0032015-01-01HAROLD LILLY
0032014-01-01HAROLD LILLY
0032013-01-01HAROLD LILLY
0032012-01-01ROBERT STRAYER ROBERT STRAYER2013-05-28
0032011-01-01ROBERT STRAYER

Plan Statistics for ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2023: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0194
Total number of active participants reported on line 7a of the Form 55002023-01-0184
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0121
Total of all active and inactive participants2023-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01107
Number of participants with account balances2023-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0179
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0194
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0198
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0179
Number of participants with account balances2021-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0199
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0198
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0199
Number of participants with account balances2019-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0193
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01103
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0183
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0193
Number of participants with account balances2017-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-0173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0183
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0190
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0190
Number of participants with account balances2014-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0187
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0189
Number of participants with account balances2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0185
Total number of active participants reported on line 7a of the Form 55002012-01-0174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0187
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0195
Total number of active participants reported on line 7a of the Form 55002011-01-0173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0185
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN

Measure Date Value
2023 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,196,781
Expenses. Total of all expenses incurred2023-12-31$328,574
Benefits paid (including direct rollovers)2023-12-31$328,324
Total plan assets at end of year2023-12-31$5,768,623
Total plan assets at beginning of year2023-12-31$4,900,416
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$303,651
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$6,220
Other income received2023-12-31$675,281
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$868,207
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,768,623
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,900,416
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$211,629
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$250
2022 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-412,449
Expenses. Total of all expenses incurred2022-12-31$805,303
Benefits paid (including direct rollovers)2022-12-31$805,028
Total plan assets at end of year2022-12-31$4,900,416
Total plan assets at beginning of year2022-12-31$6,118,168
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$259,446
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$4,080
Other income received2022-12-31$-850,773
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,217,752
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,900,416
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,118,168
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$174,798
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$275
2021 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,118,948
Expenses. Total of all expenses incurred2021-12-31$886,694
Benefits paid (including direct rollovers)2021-12-31$886,469
Total plan assets at end of year2021-12-31$6,118,168
Total plan assets at beginning of year2021-12-31$5,885,914
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$235,424
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$244,426
Other income received2021-12-31$477,993
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$232,254
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,118,168
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,885,914
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$161,105
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$225
2020 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,102,040
Expenses. Total of all expenses incurred2020-12-31$59,029
Benefits paid (including direct rollovers)2020-12-31$58,829
Total plan assets at end of year2020-12-31$5,885,914
Total plan assets at beginning of year2020-12-31$4,842,903
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$273,066
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$631,264
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,043,011
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,885,914
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,842,903
Total contributions received or receivable from employer(s)2020-12-31$197,710
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$200
2019 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,128,214
Expenses. Total of all expenses incurred2019-12-31$383,410
Benefits paid (including direct rollovers)2019-12-31$383,185
Total plan assets at end of year2019-12-31$4,842,903
Total plan assets at beginning of year2019-12-31$4,098,099
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$252,173
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$698,721
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$744,804
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,842,903
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,098,099
Total contributions received or receivable from employer(s)2019-12-31$177,320
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$225
2018 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$340,843
Expenses. Total of all expenses incurred2018-12-31$586,226
Benefits paid (including direct rollovers)2018-12-31$585,976
Total plan assets at end of year2018-12-31$4,098,099
Total plan assets at beginning of year2018-12-31$4,343,482
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$250,410
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$56,902
Other income received2018-12-31$-143,279
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-245,383
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,098,099
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,343,482
Total contributions received or receivable from employer(s)2018-12-31$176,810
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$250
2017 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$895,051
Expenses. Total of all expenses incurred2017-12-31$191,503
Benefits paid (including direct rollovers)2017-12-31$191,353
Total plan assets at end of year2017-12-31$4,343,482
Total plan assets at beginning of year2017-12-31$3,639,934
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$235,564
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$21,995
Other income received2017-12-31$479,373
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$703,548
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,343,482
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,639,934
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$158,119
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$150
2016 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$503,622
Expenses. Total of all expenses incurred2016-12-31$1,093,111
Benefits paid (including direct rollovers)2016-12-31$1,092,846
Total plan assets at end of year2016-12-31$3,639,934
Total plan assets at beginning of year2016-12-31$4,229,423
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$218,491
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$144,433
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-589,489
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,639,934
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,229,423
Total contributions received or receivable from employer(s)2016-12-31$140,698
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$265
2015 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$327,342
Expenses. Total of all expenses incurred2015-12-31$736,831
Benefits paid (including direct rollovers)2015-12-31$736,681
Total plan assets at end of year2015-12-31$4,229,423
Total plan assets at beginning of year2015-12-31$4,638,912
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$228,323
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$6,877
Other income received2015-12-31$-32,486
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-409,489
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,229,423
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,638,912
Total contributions received or receivable from employer(s)2015-12-31$124,628
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$150
2014 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$509,358
Expenses. Total of all expenses incurred2014-12-31$324,128
Benefits paid (including direct rollovers)2014-12-31$324,003
Total plan assets at end of year2014-12-31$4,638,912
Total plan assets at beginning of year2014-12-31$4,453,682
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$229,406
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$16,986
Other income received2014-12-31$138,191
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$185,230
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,638,912
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,453,682
Total contributions received or receivable from employer(s)2014-12-31$124,775
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$125
2013 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$643,927
Expenses. Total of all expenses incurred2013-12-31$128,239
Benefits paid (including direct rollovers)2013-12-31$128,114
Total plan assets at end of year2013-12-31$4,453,682
Total plan assets at beginning of year2013-12-31$3,937,994
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$217,950
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$304,484
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$515,688
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,453,682
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,937,994
Total contributions received or receivable from employer(s)2013-12-31$121,493
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$125
2012 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$541,040
Expenses. Total of all expenses incurred2012-12-31$222,257
Benefits paid (including direct rollovers)2012-12-31$222,132
Total plan assets at end of year2012-12-31$3,937,994
Total plan assets at beginning of year2012-12-31$3,619,211
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$200,574
Other income received2012-12-31$224,330
Net income (gross income less expenses)2012-12-31$318,783
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,937,994
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,619,211
Total contributions received or receivable from employer(s)2012-12-31$116,136
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$298,755
Expenses. Total of all expenses incurred2011-12-31$303,643
Benefits paid (including direct rollovers)2011-12-31$303,618
Total plan assets at end of year2011-12-31$3,619,211
Total plan assets at beginning of year2011-12-31$3,624,099
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$194,400
Other income received2011-12-31$-12,866
Net income (gross income less expenses)2011-12-31$-4,888
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,619,211
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,624,099
Total contributions received or receivable from employer(s)2011-12-31$117,221
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-1,001
Total income from all sources2010-12-31$461,066
Expenses. Total of all expenses incurred2010-12-31$59,770
Benefits paid (including direct rollovers)2010-12-31$59,745
Total plan assets at end of year2010-12-31$3,624,099
Total plan assets at beginning of year2010-12-31$3,353,526
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$166,855
Contributions received from other sources (not participants or employers)2010-12-31$5,243
Other income received2010-12-31$189,196
Net income (gross income less expenses)2010-12-31$401,296
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,624,099
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,353,526
Total contributions received or receivable from employer(s)2010-12-31$99,772
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN

2023: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ERIE STRAYER COMPANY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1