ELIAS SHAKER & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST
401k plan membership statisitcs for ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST
Measure | Date | Value |
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2020: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-09-30 | $0 |
Total plan liabilities at end of year | 2020-09-30 | $0 |
Total plan liabilities at beginning of year | 2020-09-30 | $0 |
Total income from all sources | 2020-09-30 | $36,829 |
Expenses. Total of all expenses incurred | 2020-09-30 | $1,286,163 |
Benefits paid (including direct rollovers) | 2020-09-30 | $1,286,133 |
Total plan assets at end of year | 2020-09-30 | $0 |
Total plan assets at beginning of year | 2020-09-30 | $1,249,334 |
Value of fidelity bond covering the plan | 2020-09-30 | $125,000 |
Total contributions received or receivable from participants | 2020-09-30 | $7,895 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
Other income received | 2020-09-30 | $28,271 |
Noncash contributions received | 2020-09-30 | $0 |
Net income (gross income less expenses) | 2020-09-30 | $-1,249,334 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,249,334 |
Assets. Value of participant loans | 2020-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $663 |
Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
Value of corrective distributions | 2020-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $30 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-09-30 | $0 |
2019 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data |
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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 | $253,062 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,203 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,093 |
Total plan assets at end of year | 2019-12-31 | $1,249,334 |
Total plan assets at beginning of year | 2019-12-31 | $998,475 |
Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
Total contributions received or receivable from participants | 2019-12-31 | $20,470 |
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 | $231,418 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $250,859 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,249,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $998,475 |
Assets. Value of participant loans | 2019-12-31 | $2,480 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $1,174 |
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 | $110 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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 | $840 |
Total income from all sources | 2018-12-31 | $-47,385 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,349 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,247 |
Total plan assets at end of year | 2018-12-31 | $998,475 |
Total plan assets at beginning of year | 2018-12-31 | $1,049,049 |
Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
Total contributions received or receivable from participants | 2018-12-31 | $20,470 |
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 | $-67,855 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-49,734 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $998,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,048,209 |
Assets. Value of participant loans | 2018-12-31 | $14,591 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
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 | $102 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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 | $840 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $175,271 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,069 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,944 |
Total plan assets at end of year | 2017-12-31 | $1,049,049 |
Total plan assets at beginning of year | 2017-12-31 | $875,007 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $20,729 |
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 | $154,542 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $173,202 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,048,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $875,007 |
Assets. Value of participant loans | 2017-12-31 | $25,091 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
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 | $125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $48,239 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,034 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,854 |
Total plan assets at end of year | 2016-12-31 | $875,007 |
Total plan assets at beginning of year | 2016-12-31 | $828,802 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $23,633 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $24,606 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $46,205 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $875,007 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $828,802 |
Assets. Value of participant loans | 2016-12-31 | $34,995 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $180 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $20,572 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,163 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,873 |
Total plan assets at end of year | 2015-12-31 | $828,802 |
Total plan assets at beginning of year | 2015-12-31 | $810,393 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $22,758 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $290 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-2,186 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $18,409 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $828,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $810,393 |
Assets. Value of participant loans | 2015-12-31 | $45,759 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
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 | $67,748 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,775 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,775 |
Total plan assets at end of year | 2014-12-31 | $810,393 |
Total plan assets at beginning of year | 2014-12-31 | $744,420 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $22,758 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $44,990 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $65,973 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $810,393 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $744,420 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
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 | $175,104 |
Expenses. Total of all expenses incurred | 2013-12-31 | $124,338 |
Benefits paid (including direct rollovers) | 2013-12-31 | $124,198 |
Total plan assets at end of year | 2013-12-31 | $744,420 |
Total plan assets at beginning of year | 2013-12-31 | $693,654 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Total contributions received or receivable from participants | 2013-12-31 | $22,943 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $140 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $152,161 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $50,766 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $744,420 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $693,654 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
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 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
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 | $110,810 |
Expenses. Total of all expenses incurred | 2012-12-31 | $28,780 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,780 |
Total plan assets at end of year | 2012-12-31 | $693,654 |
Total plan assets at beginning of year | 2012-12-31 | $611,624 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $23,128 |
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 | $87,682 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $82,030 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $693,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $611,624 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
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 | $-4,231 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,872 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,872 |
Total plan assets at end of year | 2011-12-31 | $611,624 |
Total plan assets at beginning of year | 2011-12-31 | $627,727 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Total contributions received or receivable from participants | 2011-12-31 | $24,283 |
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 | $-28,514 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-16,103 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $611,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $627,727 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
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 | $77,000 |
Expenses. Total of all expenses incurred | 2010-12-31 | $190,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $190,000 |
Total plan assets at end of year | 2010-12-31 | $627,727 |
Total plan assets at beginning of year | 2010-12-31 | $740,727 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Total contributions received or receivable from participants | 2010-12-31 | $25,095 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $36,905 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $-113,000 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $627,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $740,727 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $15,000 |
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 |
2020: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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 | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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 |
2010: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ELIAS SHAKER & COMPANY RETIREMENT SAVINGS PLAN AND TRUST 2009 form 5500 responses |
---|
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 |