SUGAR FELSENTHAL GRAIS & HELSINGER, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN
401k plan membership statisitcs for SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN
Measure | Date | Value |
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2023: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 14 |
Total of all active and inactive participants | 2023-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 18 |
Number of participants with account balances | 2023-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 31 |
Number of participants with account balances | 2022-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 32 |
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 | 17 |
Total of all active and inactive participants | 2021-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 49 |
Number of participants with account balances | 2021-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 46 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 42 |
Number of participants with account balances | 2019-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 40 |
Number of participants with account balances | 2018-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 28 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 27 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 28 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 29 |
Number of participants with account balances | 2013-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 25 |
Number of participants with account balances | 2011-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 31 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2023 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $494,268 |
Expenses. Total of all expenses incurred | 2023-12-31 | $8,233,366 |
Benefits paid (including direct rollovers) | 2023-12-31 | $8,229,241 |
Total plan assets at end of year | 2023-12-31 | $91,222 |
Total plan assets at beginning of year | 2023-12-31 | $7,830,320 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $43,615 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $4,571 |
Other income received | 2023-12-31 | $446,082 |
Net income (gross income less expenses) | 2023-12-31 | $-7,739,098 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $91,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,830,320 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,125 |
2022 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-694,321 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,936,385 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,934,400 |
Total plan assets at end of year | 2022-12-31 | $7,830,320 |
Total plan assets at beginning of year | 2022-12-31 | $10,461,026 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $325,084 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,985 |
Other income received | 2022-12-31 | $-1,138,208 |
Net income (gross income less expenses) | 2022-12-31 | $-2,630,706 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,830,320 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,461,026 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $118,803 |
2021 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2021 401k financial data |
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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 | $2,418,574 |
Expenses. Total of all expenses incurred | 2021-12-31 | $521,446 |
Benefits paid (including direct rollovers) | 2021-12-31 | $520,159 |
Total plan assets at end of year | 2021-12-31 | $10,461,026 |
Total plan assets at beginning of year | 2021-12-31 | $8,563,898 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $389,349 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,292,112 |
Net income (gross income less expenses) | 2021-12-31 | $1,897,128 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,461,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,563,898 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $737,113 |
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 | $1,287 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,052,268 |
Expenses. Total of all expenses incurred | 2020-12-31 | $693,701 |
Benefits paid (including direct rollovers) | 2020-12-31 | $693,326 |
Total plan assets at end of year | 2020-12-31 | $8,563,898 |
Total plan assets at beginning of year | 2020-12-31 | $8,205,331 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $280,892 |
Other income received | 2020-12-31 | $562,303 |
Net income (gross income less expenses) | 2020-12-31 | $358,567 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,563,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,205,331 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $209,073 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $375 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,555,406 |
Expenses. Total of all expenses incurred | 2019-12-31 | $219,750 |
Benefits paid (including direct rollovers) | 2019-12-31 | $219,250 |
Total plan assets at end of year | 2019-12-31 | $8,205,331 |
Total plan assets at beginning of year | 2019-12-31 | $6,869,675 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $241,776 |
Other income received | 2019-12-31 | $1,110,459 |
Net income (gross income less expenses) | 2019-12-31 | $1,335,656 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,205,331 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,869,675 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $203,171 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $324,222 |
Expenses. Total of all expenses incurred | 2018-12-31 | $777,860 |
Benefits paid (including direct rollovers) | 2018-12-31 | $776,985 |
Total plan assets at end of year | 2018-12-31 | $6,869,675 |
Total plan assets at beginning of year | 2018-12-31 | $7,323,313 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $228,570 |
Other income received | 2018-12-31 | $-264,589 |
Net income (gross income less expenses) | 2018-12-31 | $-453,638 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,869,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,323,313 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $360,241 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $875 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,421,656 |
Expenses. Total of all expenses incurred | 2017-12-31 | $91,145 |
Benefits paid (including direct rollovers) | 2017-12-31 | $90,995 |
Total plan assets at end of year | 2017-12-31 | $7,323,313 |
Total plan assets at beginning of year | 2017-12-31 | $5,992,802 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $209,795 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $150 |
Other income received | 2017-12-31 | $811,958 |
Net income (gross income less expenses) | 2017-12-31 | $1,330,511 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,323,313 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,992,802 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $399,903 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $928,034 |
Expenses. Total of all expenses incurred | 2016-12-31 | $62,774 |
Benefits paid (including direct rollovers) | 2016-12-31 | $62,624 |
Total plan assets at end of year | 2016-12-31 | $5,992,802 |
Total plan assets at beginning of year | 2016-12-31 | $5,127,542 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $169,822 |
Other income received | 2016-12-31 | $397,678 |
Net income (gross income less expenses) | 2016-12-31 | $865,260 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,992,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,127,542 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $360,534 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $458,111 |
Expenses. Total of all expenses incurred | 2015-12-31 | $35,682 |
Benefits paid (including direct rollovers) | 2015-12-31 | $35,532 |
Total plan assets at end of year | 2015-12-31 | $5,127,542 |
Total plan assets at beginning of year | 2015-12-31 | $4,705,113 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $149,848 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-45,963 |
Net income (gross income less expenses) | 2015-12-31 | $422,429 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,127,542 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,705,113 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $354,226 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $692,948 |
Expenses. Total of all expenses incurred | 2014-12-31 | $31,005 |
Benefits paid (including direct rollovers) | 2014-12-31 | $30,930 |
Total plan assets at end of year | 2014-12-31 | $4,705,113 |
Total plan assets at beginning of year | 2014-12-31 | $4,043,170 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $115,289 |
Other income received | 2014-12-31 | $208,774 |
Net income (gross income less expenses) | 2014-12-31 | $661,943 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,705,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,043,170 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $368,885 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $910,856 |
Expenses. Total of all expenses incurred | 2013-12-31 | $59,434 |
Benefits paid (including direct rollovers) | 2013-12-31 | $59,359 |
Total plan assets at end of year | 2013-12-31 | $4,043,170 |
Total plan assets at beginning of year | 2013-12-31 | $3,191,748 |
Value of fidelity bond covering the plan | 2013-12-31 | $319,175 |
Total contributions received or receivable from participants | 2013-12-31 | $98,813 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $75 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $479,318 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $851,422 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,043,170 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,191,748 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $332,725 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $508,961 |
Expenses. Total of all expenses incurred | 2012-12-31 | $138,747 |
Benefits paid (including direct rollovers) | 2012-12-31 | $138,459 |
Total plan assets at end of year | 2012-12-31 | $3,191,748 |
Total plan assets at beginning of year | 2012-12-31 | $2,821,534 |
Value of fidelity bond covering the plan | 2012-12-31 | $360,490 |
Total contributions received or receivable from participants | 2012-12-31 | $79,473 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $229,524 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $370,214 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,191,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,821,534 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $199,964 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $288 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $283,302 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,066,663 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,066,338 |
Total plan assets at end of year | 2011-12-31 | $2,821,534 |
Total plan assets at beginning of year | 2011-12-31 | $3,604,895 |
Value of fidelity bond covering the plan | 2011-12-31 | $360,490 |
Total contributions received or receivable from participants | 2011-12-31 | $94,020 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $29,745 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-783,361 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,821,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,604,895 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $159,537 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $325 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $538,204 |
Expenses. Total of all expenses incurred | 2010-12-31 | $22,176 |
Benefits paid (including direct rollovers) | 2010-12-31 | $22,164 |
Total plan assets at end of year | 2010-12-31 | $3,604,895 |
Total plan assets at beginning of year | 2010-12-31 | $3,088,867 |
Value of fidelity bond covering the plan | 2010-12-31 | $360,490 |
Total contributions received or receivable from participants | 2010-12-31 | $130,433 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $12 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $306,365 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $516,028 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,604,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,088,867 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $101,406 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2015 form 5500 responses |
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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: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2014 form 5500 responses |
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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: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2012 form 5500 responses |
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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 |
2011: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |