SCANNELL DEVELOPMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCANNELL DEVELOPMENT COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : SCANNELL DEVELOPMENT COMPANY 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $6,677,963 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $832,022 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $726,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,227,033 |
| Value of total assets at end of year | 2023-12-31 | $25,016,532 |
| Value of total assets at beginning of year | 2023-12-31 | $19,170,591 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $105,565 |
| Total interest from all sources | 2023-12-31 | $955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $131,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $131,448 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,817,704 |
| Participant contributions at end of year | 2023-12-31 | $120,090 |
| Participant contributions at beginning of year | 2023-12-31 | $134,135 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $343,690 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $5,845,941 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $25,016,532 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $19,170,591 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $62,960 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,722,070 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,625,253 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $3,754,833 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $3,042,595 |
| Interest earned on other investments | 2023-12-31 | $955 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $15,073,657 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $10,989,521 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $59,998 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $136,251 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $16,360 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $672,507 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,629,660 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,065,639 |
| Employer contributions (assets) at end of year | 2023-12-31 | $285,884 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $242,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $726,457 |
| Contract administrator fees | 2023-12-31 | $42,605 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KATZ SAPPER & MILLER LLP |
| Accountancy firm EIN | 2023-12-31 | 351090346 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,677,963 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $832,022 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $726,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,227,033 |
| Value of total assets at end of year | 2023-01-01 | $25,016,532 |
| Value of total assets at beginning of year | 2023-01-01 | $19,170,591 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $105,565 |
| Total interest from all sources | 2023-01-01 | $955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $131,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $131,448 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,817,704 |
| Participant contributions at end of year | 2023-01-01 | $120,090 |
| Participant contributions at beginning of year | 2023-01-01 | $134,135 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $343,690 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $5,845,941 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $25,016,532 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $19,170,591 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $62,960 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,722,070 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,625,253 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $3,754,833 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $3,042,595 |
| Interest earned on other investments | 2023-01-01 | $955 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $15,073,657 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $10,989,521 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $59,998 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $136,251 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $16,360 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $672,507 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,629,660 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,065,639 |
| Employer contributions (assets) at end of year | 2023-01-01 | $285,884 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $242,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $726,457 |
| Contract administrator fees | 2023-01-01 | $42,605 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | KATZ SAPPER & MILLER LLP |
| Accountancy firm EIN | 2023-01-01 | 351090346 |
| 2022 : SCANNELL DEVELOPMENT COMPANY 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-293,789 |
| Total of all expenses incurred | 2022-12-31 | $366,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $275,316 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,192,942 |
| Value of total assets at end of year | 2022-12-31 | $19,170,591 |
| Value of total assets at beginning of year | 2022-12-31 | $19,830,404 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $90,708 |
| Total interest from all sources | 2022-12-31 | $1,771 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $94,426 |
| 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 | $94,426 |
| Administrative expenses professional fees incurred | 2022-12-31 | $27,443 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $250,000 |
| 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 | $1,699,354 |
| Participant contributions at end of year | 2022-12-31 | $134,135 |
| Participant contributions at beginning of year | 2022-12-31 | $62,154 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $293,365 |
| 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 | $-659,813 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,170,591 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,830,404 |
| 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 | $27,443 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,625,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,876,027 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,042,595 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,923,445 |
| Interest earned on other investments | 2022-12-31 | $1,771 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,989,521 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $11,869,980 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $136,251 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $60,368 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,012,399 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-538,649 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-2,031,880 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $1,200,223 |
| Employer contributions (assets) at end of year | 2022-12-31 | $242,836 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $38,430 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $275,316 |
| Contract administrator fees | 2022-12-31 | $35,822 |
| 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 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2022-12-31 | 351090346 |
| Total income from all sources (including contributions) | 2022-01-01 | $-293,789 |
| Total of all expenses incurred | 2022-01-01 | $366,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $275,316 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,192,942 |
| Value of total assets at end of year | 2022-01-01 | $19,170,591 |
| Value of total assets at beginning of year | 2022-01-01 | $19,830,404 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $90,708 |
| Total interest from all sources | 2022-01-01 | $1,771 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $94,426 |
| 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 | $94,426 |
| Administrative expenses professional fees incurred | 2022-01-01 | $27,443 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $250,000 |
| 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 | $1,699,354 |
| Participant contributions at end of year | 2022-01-01 | $134,135 |
| Participant contributions at beginning of year | 2022-01-01 | $62,154 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $293,365 |
| 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 | $-659,813 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $19,170,591 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $19,830,404 |
| 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 | $27,443 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,625,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,876,027 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $3,042,595 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,923,445 |
| Interest earned on other investments | 2022-01-01 | $1,771 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $10,989,521 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $11,869,980 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $136,251 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $60,368 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,012,399 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-538,649 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-2,031,880 |
| 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 |
| Contributions received in cash from employer | 2022-01-01 | $1,200,223 |
| Employer contributions (assets) at end of year | 2022-01-01 | $242,836 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $38,430 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $275,316 |
| Contract administrator fees | 2022-01-01 | $35,822 |
| 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 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2022-01-01 | 351090346 |
