SALLAN NEMES LYMAN & STRAKOVITS PC CPAS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2016: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 3 |
Total of all active and inactive participants | 2016-07-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 17 |
Number of participants with account balances | 2016-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
2015: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 15 |
Number of participants with account balances | 2015-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 14 |
Number of participants with account balances | 2014-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 12 |
Number of participants with account balances | 2013-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 11 |
Number of participants with account balances | 2012-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 15 |
Number of participants with account balances | 2011-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 1 |
2010: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 14 |
Number of participants with account balances | 2010-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 13 |
Number of participants with account balances | 2009-07-01 | 12 |
Measure | Date | Value |
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2017 : SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K TRUST 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $522,163 |
Expenses. Total of all expenses incurred | 2017-06-30 | $13,608 |
Total plan assets at end of year | 2017-06-30 | $2,767,285 |
Total plan assets at beginning of year | 2017-06-30 | $2,258,730 |
Value of fidelity bond covering the plan | 2017-06-30 | $250,000 |
Total contributions received or receivable from participants | 2017-06-30 | $117,035 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $28,306 |
Other income received | 2017-06-30 | $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 loans | 2017-06-30 | $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 |
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Total income from all sources | 2016-06-30 | $269,890 |
Expenses. Total of all expenses incurred | 2016-06-30 | $10,369 |
Total plan assets at end of year | 2016-06-30 | $2,258,730 |
Total plan assets at beginning of year | 2016-06-30 | $1,999,209 |
Value of fidelity bond covering the plan | 2016-06-30 | $250,000 |
Total contributions received or receivable from participants | 2016-06-30 | $82,471 |
Other income received | 2016-06-30 | $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 loans | 2016-06-30 | $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 |
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Total income from all sources | 2015-06-30 | $181,464 |
Expenses. Total of all expenses incurred | 2015-06-30 | $246,307 |
Benefits paid (including direct rollovers) | 2015-06-30 | $236,948 |
Total plan assets at end of year | 2015-06-30 | $1,999,209 |
Total plan assets at beginning of year | 2015-06-30 | $2,064,052 |
Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
Total contributions received or receivable from participants | 2015-06-30 | $79,505 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $10,591 |
Other income received | 2015-06-30 | $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 loans | 2015-06-30 | $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 |
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Total income from all sources | 2014-06-30 | $335,037 |
Expenses. Total of all expenses incurred | 2014-06-30 | $6,738 |
Total plan assets at end of year | 2014-06-30 | $2,064,052 |
Total plan assets at beginning of year | 2014-06-30 | $1,735,753 |
Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
Total contributions received or receivable from participants | 2014-06-30 | $84,945 |
Other income received | 2014-06-30 | $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 loans | 2014-06-30 | $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 |
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Total income from all sources | 2013-06-30 | $250,927 |
Expenses. Total of all expenses incurred | 2013-06-30 | $40,486 |
Benefits paid (including direct rollovers) | 2013-06-30 | $35,062 |
Total plan assets at end of year | 2013-06-30 | $1,735,753 |
Total plan assets at beginning of year | 2013-06-30 | $1,525,312 |
Value of fidelity bond covering the plan | 2013-06-30 | $200,000 |
Total contributions received or receivable from participants | 2013-06-30 | $72,830 |
Other income received | 2013-06-30 | $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 loans | 2013-06-30 | $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 |
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Total income from all sources | 2012-06-30 | $156,699 |
Expenses. Total of all expenses incurred | 2012-06-30 | $5,684 |
Benefits paid (including direct rollovers) | 2012-06-30 | $750 |
Total plan assets at end of year | 2012-06-30 | $1,525,312 |
Total plan assets at beginning of year | 2012-06-30 | $1,374,297 |
Value of fidelity bond covering the plan | 2012-06-30 | $150,000 |
Total contributions received or receivable from participants | 2012-06-30 | $97,246 |
Other income received | 2012-06-30 | $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 loans | 2012-06-30 | $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 |
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Total income from all sources | 2011-06-30 | $259,482 |
Expenses. Total of all expenses incurred | 2011-06-30 | $28,521 |
Benefits paid (including direct rollovers) | 2011-06-30 | $26,446 |
Total plan assets at end of year | 2011-06-30 | $1,374,297 |
Total plan assets at beginning of year | 2011-06-30 | $1,143,336 |
Value of fidelity bond covering the plan | 2011-06-30 | $120,000 |
Total contributions received or receivable from participants | 2011-06-30 | $72,625 |
Other income received | 2011-06-30 | $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 loans | 2011-06-30 | $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 |