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SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 401k Plan overview

Plan NameSUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN
Plan identification number 001

SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUGAR FELSENTHAL GRAIS & HELSINGER, LLP has sponsored the creation of one or more 401k plans.

Company Name:SUGAR FELSENTHAL GRAIS & HELSINGER, LLP
Employer identification number (EIN):363278071
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD A. SUGAR, PARTNER2024-09-13
0012022-01-01RICHARD A. SUGAR, PARTNER2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD SUGAR
0012016-01-01RICHARD SUGAR
0012015-01-01RICHARD SUGAR
0012014-01-01RICHARD SUGAR
0012013-01-01RICHARD SUGAR
0012012-01-01RICHARD SUGAR
0012011-01-01RICHARD SUGAR
0012009-01-01RICHARD SUGAR
0012008-01-01

Plan Statistics for SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN

401k plan membership statisitcs for SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN

Measure Date Value
2023: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0131
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0114
Total of all active and inactive participants2023-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0118
Number of participants with account balances2023-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0135
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0131
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0149
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0144
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0146
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0142
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0140
Number of participants with account balances2018-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0128
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0127
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN

Measure Date Value
2023 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$494,268
Expenses. Total of all expenses incurred2023-12-31$8,233,366
Benefits paid (including direct rollovers)2023-12-31$8,229,241
Total plan assets at end of year2023-12-31$91,222
Total plan assets at beginning of year2023-12-31$7,830,320
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$43,615
Contributions received from other sources (not participants or employers)2023-12-31$4,571
Other income received2023-12-31$446,082
Net income (gross income less expenses)2023-12-31$-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$4,125
2022 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-694,321
Expenses. Total of all expenses incurred2022-12-31$1,936,385
Benefits paid (including direct rollovers)2022-12-31$1,934,400
Total plan assets at end of year2022-12-31$7,830,320
Total plan assets at beginning of year2022-12-31$10,461,026
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$325,084
Expenses. Other expenses not covered elsewhere2022-12-31$1,985
Other income received2022-12-31$-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
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$2,418,574
Expenses. Total of all expenses incurred2021-12-31$521,446
Benefits paid (including direct rollovers)2021-12-31$520,159
Total plan assets at end of year2021-12-31$10,461,026
Total plan assets at beginning of year2021-12-31$8,563,898
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$389,349
Expenses. Other expenses not covered elsewhere2021-12-31$0
Other income received2021-12-31$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 loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,052,268
Expenses. Total of all expenses incurred2020-12-31$693,701
Benefits paid (including direct rollovers)2020-12-31$693,326
Total plan assets at end of year2020-12-31$8,563,898
Total plan assets at beginning of year2020-12-31$8,205,331
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$280,892
Other income received2020-12-31$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 securities2020-12-31$0
2019 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,555,406
Expenses. Total of all expenses incurred2019-12-31$219,750
Benefits paid (including direct rollovers)2019-12-31$219,250
Total plan assets at end of year2019-12-31$8,205,331
Total plan assets at beginning of year2019-12-31$6,869,675
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$241,776
Other income received2019-12-31$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 securities2019-12-31$0
2018 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$324,222
Expenses. Total of all expenses incurred2018-12-31$777,860
Benefits paid (including direct rollovers)2018-12-31$776,985
Total plan assets at end of year2018-12-31$6,869,675
Total plan assets at beginning of year2018-12-31$7,323,313
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$228,570
Other income received2018-12-31$-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 securities2018-12-31$0
2017 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,421,656
Expenses. Total of all expenses incurred2017-12-31$91,145
Benefits paid (including direct rollovers)2017-12-31$90,995
Total plan assets at end of year2017-12-31$7,323,313
Total plan assets at beginning of year2017-12-31$5,992,802
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$209,795
Expenses. Other expenses not covered elsewhere2017-12-31$150
Other income received2017-12-31$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 securities2017-12-31$0
2016 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$928,034
Expenses. Total of all expenses incurred2016-12-31$62,774
Benefits paid (including direct rollovers)2016-12-31$62,624
Total plan assets at end of year2016-12-31$5,992,802
Total plan assets at beginning of year2016-12-31$5,127,542
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$169,822
Other income received2016-12-31$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 securities2016-12-31$0
2015 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$458,111
Expenses. Total of all expenses incurred2015-12-31$35,682
Benefits paid (including direct rollovers)2015-12-31$35,532
Total plan assets at end of year2015-12-31$5,127,542
Total plan assets at beginning of year2015-12-31$4,705,113
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$149,848
Expenses. Other expenses not covered elsewhere2015-12-31$0
Other income received2015-12-31$-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 securities2015-12-31$0
2014 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2014 401k financial data
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$692,948
Expenses. Total of all expenses incurred2014-12-31$31,005
Benefits paid (including direct rollovers)2014-12-31$30,930
Total plan assets at end of year2014-12-31$4,705,113
Total plan assets at beginning of year2014-12-31$4,043,170
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$115,289
Other income received2014-12-31$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 securities2014-12-31$0
2013 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$910,856
Expenses. Total of all expenses incurred2013-12-31$59,434
Benefits paid (including direct rollovers)2013-12-31$59,359
Total plan assets at end of year2013-12-31$4,043,170
Total plan assets at beginning of year2013-12-31$3,191,748
Value of fidelity bond covering the plan2013-12-31$319,175
Total contributions received or receivable from participants2013-12-31$98,813
Expenses. Other expenses not covered elsewhere2013-12-31$75
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$479,318
Noncash contributions received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$508,961
Expenses. Total of all expenses incurred2012-12-31$138,747
Benefits paid (including direct rollovers)2012-12-31$138,459
Total plan assets at end of year2012-12-31$3,191,748
Total plan assets at beginning of year2012-12-31$2,821,534
Value of fidelity bond covering the plan2012-12-31$360,490
Total contributions received or receivable from participants2012-12-31$79,473
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$229,524
Noncash contributions received2012-12-31$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 loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
2011 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$283,302
Expenses. Total of all expenses incurred2011-12-31$1,066,663
Benefits paid (including direct rollovers)2011-12-31$1,066,338
Total plan assets at end of year2011-12-31$2,821,534
Total plan assets at beginning of year2011-12-31$3,604,895
Value of fidelity bond covering the plan2011-12-31$360,490
Total contributions received or receivable from participants2011-12-31$94,020
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$29,745
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$538,204
Expenses. Total of all expenses incurred2010-12-31$22,176
Benefits paid (including direct rollovers)2010-12-31$22,164
Total plan assets at end of year2010-12-31$3,604,895
Total plan assets at beginning of year2010-12-31$3,088,867
Value of fidelity bond covering the plan2010-12-31$360,490
Total contributions received or receivable from participants2010-12-31$130,433
Expenses. Other expenses not covered elsewhere2010-12-31$12
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$306,365
Noncash contributions received2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0
2009 : SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN

2023: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUGAR FELSENTHAL GRAIS & HAMMER 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUGAR FELSENTHAL GRAIS & HAMMER 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SUGAR FELSENTHAL GRAIS & HAMMER RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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