ELLIOTT & TRAINOR, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN
401k plan membership statisitcs for ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN
Measure | Date | Value |
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2023: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2023-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 7 |
Number of participants with account balances | 2023-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 5 |
Number of participants with account balances | 2022-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2023 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $195,436 |
Expenses. Total of all expenses incurred | 2023-12-31 | $113,218 |
Benefits paid (including direct rollovers) | 2023-12-31 | $112,407 |
Total plan assets at end of year | 2023-12-31 | $1,034,108 |
Total plan assets at beginning of year | 2023-12-31 | $951,890 |
Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $44,660 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $150,588 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $82,218 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,034,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $951,890 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $188 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $811 |
2022 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-98,855 |
Expenses. Total of all expenses incurred | 2022-12-31 | $18,056 |
Benefits paid (including direct rollovers) | 2022-12-31 | $17,038 |
Total plan assets at end of year | 2022-12-31 | $951,890 |
Total plan assets at beginning of year | 2022-12-31 | $1,068,801 |
Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $43,973 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-158,973 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-116,911 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $951,890 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,068,801 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $16,145 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,018 |
2021 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $196,503 |
Expenses. Total of all expenses incurred | 2021-12-31 | $200,000 |
Benefits paid (including direct rollovers) | 2021-12-31 | $200,000 |
Total plan assets at end of year | 2021-12-31 | $1,068,801 |
Total plan assets at beginning of year | 2021-12-31 | $1,072,298 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $44,233 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $26 |
Other income received | 2021-12-31 | $148,619 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-3,497 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,068,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,072,298 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $3,625 |
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 | $0 |
2020 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $185,352 |
Expenses. Total of all expenses incurred | 2020-12-31 | $230,000 |
Benefits paid (including direct rollovers) | 2020-12-31 | $230,000 |
Total plan assets at end of year | 2020-12-31 | $1,072,298 |
Total plan assets at beginning of year | 2020-12-31 | $1,116,946 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $29,557 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $139,355 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-44,648 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,072,298 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,116,946 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $16,440 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $238,389 |
Expenses. Total of all expenses incurred | 2019-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2019-12-31 | $100,000 |
Total plan assets at end of year | 2019-12-31 | $1,116,946 |
Total plan assets at beginning of year | 2019-12-31 | $978,557 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Total contributions received or receivable from participants | 2019-12-31 | $43,705 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $181,403 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $138,389 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,116,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $978,557 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $13,281 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $17,789 |
Expenses. Total of all expenses incurred | 2018-12-31 | $202,185 |
Benefits paid (including direct rollovers) | 2018-12-31 | $200,210 |
Total plan assets at end of year | 2018-12-31 | $978,557 |
Total plan assets at beginning of year | 2018-12-31 | $1,162,953 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $46,205 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-28,748 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-184,396 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $978,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,162,953 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $332 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,975 |
2017 : ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $161,090 |
Expenses. Total of all expenses incurred | 2017-12-31 | $259,477 |
Benefits paid (including direct rollovers) | 2017-12-31 | $259,221 |
Total plan assets at end of year | 2017-12-31 | $1,162,953 |
Total plan assets at beginning of year | 2017-12-31 | $1,261,340 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $38,885 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $118,957 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-98,387 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,162,953 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,261,340 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,248 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $256 |
2023: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) 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: ELLIOTT & TRAINOR, P.C. PROFIT SHARING/401(K) PLAN 2017 form 5500 responses |
---|
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 |