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SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 401k Plan overview

Plan NameSALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST
Plan identification number 002

SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 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
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

SALLAN NEMES LYMAN & STRAKOVITS PC CPAS PC has sponsored the creation of one or more 401k plans.

Company Name:SALLAN NEMES LYMAN & STRAKOVITS PC CPAS PC
Employer identification number (EIN):381967897
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01ADRIAN G. LYMAN
0022015-07-01PRISCILLA STRAKOVITS
0022014-07-01PRISCILLA STRAKOVITS
0022013-07-01PRISCILLA STRAKOVITS
0022012-07-01PRISCILLA STRAKOVITS
0022011-07-01PRISCILLA STRAKOVITS
0022010-07-01PRISCILLA STRAKOVITS
0022009-07-01PRISCILLA STRAKOVITS PRISCILLA STRAKOVITS2011-04-06

Plan Statistics for SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST

401k plan membership statisitcs for SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST

Measure Date Value
2016: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-0116
Total number of active participants reported on line 7a of the Form 55002016-07-0114
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-013
Total of all active and inactive participants2016-07-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0117
Number of participants with account balances2016-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-0114
Total number of active participants reported on line 7a of the Form 55002015-07-0115
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0115
Number of participants with account balances2015-07-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-0112
Total number of active participants reported on line 7a of the Form 55002014-07-0114
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0114
Number of participants with account balances2014-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-0111
Total number of active participants reported on line 7a of the Form 55002013-07-0112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0112
Number of participants with account balances2013-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-0115
Total number of active participants reported on line 7a of the Form 55002012-07-0111
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0111
Number of participants with account balances2012-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-0114
Total number of active participants reported on line 7a of the Form 55002011-07-0114
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0115
Number of participants with account balances2011-07-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0113
Total number of active participants reported on line 7a of the Form 55002010-07-0114
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0114
Number of participants with account balances2010-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0113
Total number of active participants reported on line 7a of the Form 55002009-07-0113
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0113
Number of participants with account balances2009-07-0112

Financial Data on SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST

Measure Date Value
2017 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2017 401k financial data
Total income from all sources2017-06-30$522,163
Expenses. Total of all expenses incurred2017-06-30$13,608
Total plan assets at end of year2017-06-30$2,767,285
Total plan assets at beginning of year2017-06-30$2,258,730
Value of fidelity bond covering the plan2017-06-30$250,000
Total contributions received or receivable from participants2017-06-30$117,035
Contributions received from other sources (not participants or employers)2017-06-30$28,306
Other income received2017-06-30$258,225
Net income (gross income less expenses)2017-06-30$508,555
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,767,285
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,258,730
Assets. Value of participant loans2017-06-30$10,877
Total contributions received or receivable from employer(s)2017-06-30$118,597
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$13,608
2016 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2016 401k financial data
Total income from all sources2016-06-30$269,890
Expenses. Total of all expenses incurred2016-06-30$10,369
Total plan assets at end of year2016-06-30$2,258,730
Total plan assets at beginning of year2016-06-30$1,999,209
Value of fidelity bond covering the plan2016-06-30$250,000
Total contributions received or receivable from participants2016-06-30$82,471
Other income received2016-06-30$72,416
Net income (gross income less expenses)2016-06-30$259,521
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,258,730
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,999,209
Assets. Value of participant loans2016-06-30$8,817
Total contributions received or receivable from employer(s)2016-06-30$115,003
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$10,369
2015 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2015 401k financial data
Total income from all sources2015-06-30$181,464
Expenses. Total of all expenses incurred2015-06-30$246,307
Benefits paid (including direct rollovers)2015-06-30$236,948
Total plan assets at end of year2015-06-30$1,999,209
Total plan assets at beginning of year2015-06-30$2,064,052
Value of fidelity bond covering the plan2015-06-30$200,000
Total contributions received or receivable from participants2015-06-30$79,505
Contributions received from other sources (not participants or employers)2015-06-30$10,591
Other income received2015-06-30$37,368
Net income (gross income less expenses)2015-06-30$-64,843
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,999,209
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,064,052
Assets. Value of participant loans2015-06-30$14,161
Total contributions received or receivable from employer(s)2015-06-30$54,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$9,359
2014 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2014 401k financial data
Total income from all sources2014-06-30$335,037
Expenses. Total of all expenses incurred2014-06-30$6,738
Total plan assets at end of year2014-06-30$2,064,052
Total plan assets at beginning of year2014-06-30$1,735,753
Value of fidelity bond covering the plan2014-06-30$200,000
Total contributions received or receivable from participants2014-06-30$84,945
Other income received2014-06-30$212,786
Net income (gross income less expenses)2014-06-30$328,299
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,064,052
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,735,753
Assets. Value of participant loans2014-06-30$19,800
Total contributions received or receivable from employer(s)2014-06-30$37,306
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$6,738
2013 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2013 401k financial data
Total income from all sources2013-06-30$250,927
Expenses. Total of all expenses incurred2013-06-30$40,486
Benefits paid (including direct rollovers)2013-06-30$35,062
Total plan assets at end of year2013-06-30$1,735,753
Total plan assets at beginning of year2013-06-30$1,525,312
Value of fidelity bond covering the plan2013-06-30$200,000
Total contributions received or receivable from participants2013-06-30$72,830
Other income received2013-06-30$115,403
Net income (gross income less expenses)2013-06-30$210,441
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,735,753
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,525,312
Assets. Value of participant loans2013-06-30$25,264
Total contributions received or receivable from employer(s)2013-06-30$62,694
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$5,424
2012 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2012 401k financial data
Total income from all sources2012-06-30$156,699
Expenses. Total of all expenses incurred2012-06-30$5,684
Benefits paid (including direct rollovers)2012-06-30$750
Total plan assets at end of year2012-06-30$1,525,312
Total plan assets at beginning of year2012-06-30$1,374,297
Value of fidelity bond covering the plan2012-06-30$150,000
Total contributions received or receivable from participants2012-06-30$97,246
Other income received2012-06-30$5,753
Net income (gross income less expenses)2012-06-30$151,015
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,525,312
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,374,297
Assets. Value of participant loans2012-06-30$6,590
Total contributions received or receivable from employer(s)2012-06-30$53,700
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,934
2011 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2011 401k financial data
Total income from all sources2011-06-30$259,482
Expenses. Total of all expenses incurred2011-06-30$28,521
Benefits paid (including direct rollovers)2011-06-30$26,446
Total plan assets at end of year2011-06-30$1,374,297
Total plan assets at beginning of year2011-06-30$1,143,336
Value of fidelity bond covering the plan2011-06-30$120,000
Total contributions received or receivable from participants2011-06-30$72,625
Other income received2011-06-30$132,857
Net income (gross income less expenses)2011-06-30$230,961
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,374,297
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,143,336
Assets. Value of participant loans2011-06-30$8,197
Total contributions received or receivable from employer(s)2011-06-30$54,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,075

Form 5500 Responses for SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST

2016: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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