SODERHOLM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 47 |
| 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 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 58 |
| Number of participants with account balances | 2023-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 3 |
| 2022: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 45 |
| 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 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 55 |
| Number of participants with account balances | 2022-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 47 |
| 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 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 50 |
| Number of participants with account balances | 2021-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 46 |
| 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 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 47 |
| Number of participants with account balances | 2020-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 43 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 48 |
| Number of participants with account balances | 2019-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 41 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 42 |
| Number of participants with account balances | 2018-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 37 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 38 |
| Number of participants with account balances | 2017-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| 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 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 33 |
| Number of participants with account balances | 2016-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| 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 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 30 |
| Number of participants with account balances | 2015-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $2,394,936 |
| Total plan liabilities at beginning of year | 2023-12-31 | $2,557,550 |
| Total income from all sources | 2023-12-31 | $2,458,817 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $79,226 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $28,075 |
| Total plan assets at end of year | 2023-12-31 | $13,415,215 |
| Total plan assets at beginning of year | 2023-12-31 | $11,198,238 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $51,151 |
| Other income received | 2023-12-31 | $2,186,976 |
| Net income (gross income less expenses) | 2023-12-31 | $2,379,591 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,020,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,640,688 |
| Assets. Value of employer securities | 2023-12-31 | $13,374,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $271,841 |
| 2022 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $2,557,550 |
| Total plan liabilities at beginning of year | 2022-12-31 | $2,744,501 |
| Total income from all sources | 2022-12-31 | $2,466,870 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $54,890 |
| Total plan assets at end of year | 2022-12-31 | $11,198,238 |
| Total plan assets at beginning of year | 2022-12-31 | $8,973,209 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $54,890 |
| Other income received | 2022-12-31 | $2,225,029 |
| Net income (gross income less expenses) | 2022-12-31 | $2,411,980 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,640,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,228,708 |
| Assets. Value of employer securities | 2022-12-31 | $11,187,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $241,841 |
| 2021 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $2,744,501 |
| Total plan liabilities at beginning of year | 2021-12-31 | $2,930,077 |
| Total income from all sources | 2021-12-31 | $3,842,853 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $58,555 |
| Total plan assets at end of year | 2021-12-31 | $8,973,209 |
| Total plan assets at beginning of year | 2021-12-31 | $5,374,487 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $58,555 |
| Other income received | 2021-12-31 | $3,601,012 |
| Net income (gross income less expenses) | 2021-12-31 | $3,784,298 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,228,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,444,410 |
| Assets. Value of employer securities | 2021-12-31 | $8,962,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $241,841 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $2,930,077 |
| Total plan liabilities at beginning of year | 2020-12-31 | $3,108,368 |
| Total income from all sources | 2020-12-31 | $2,016,859 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $103,925 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $41,775 |
| Total plan assets at end of year | 2020-12-31 | $5,374,487 |
| Total plan assets at beginning of year | 2020-12-31 | $3,639,844 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $62,150 |
| Other income received | 2020-12-31 | $1,725,018 |
| Net income (gross income less expenses) | 2020-12-31 | $1,912,934 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,444,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $531,476 |
| Assets. Value of employer securities | 2020-12-31 | $5,361,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $291,841 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $3,108,368 |
| Total plan liabilities at beginning of year | 2019-12-31 | $3,283,645 |
| Total income from all sources | 2019-12-31 | $630,840 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $70,240 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,453 |
| Total plan assets at end of year | 2019-12-31 | $3,639,844 |
| Total plan assets at beginning of year | 2019-12-31 | $3,254,521 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $65,787 |
| Other income received | 2019-12-31 | $389,000 |
| Net income (gross income less expenses) | 2019-12-31 | $560,600 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $531,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-29,124 |
| Assets. Value of employer securities | 2019-12-31 | $3,107,477 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $241,840 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $3,283,645 |
| Total plan liabilities at beginning of year | 2018-12-31 | $3,698,200 |
| Total income from all sources | 2018-12-31 | $-260,354 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $78,916 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,789 |
| Total plan assets at end of year | 2018-12-31 | $3,254,521 |
| Total plan assets at beginning of year | 2018-12-31 | $4,008,346 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $69,127 |
| Other income received | 2018-12-31 | $-511,984 |
| Net income (gross income less expenses) | 2018-12-31 | $-339,270 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-29,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $310,146 |
| Assets. Value of employer securities | 2018-12-31 | $3,247,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $251,630 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $3,698,200 |
| Total plan liabilities at beginning of year | 2017-12-31 | $3,867,527 |
| Total income from all sources | 2017-12-31 | $1,042,346 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $72,514 |
| Total plan assets at end of year | 2017-12-31 | $4,008,346 |
| Total plan assets at beginning of year | 2017-12-31 | $3,207,841 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $72,514 |
| Other income received | 2017-12-31 | $793,005 |
| Net income (gross income less expenses) | 2017-12-31 | $969,832 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $310,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-659,686 |
| Assets. Value of employer securities | 2017-12-31 | $3,759,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $249,341 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $3,867,527 |
| Total plan liabilities at beginning of year | 2016-12-31 | $4,033,534 |
| Total income from all sources | 2016-12-31 | $532,841 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $75,834 |
| Total plan assets at end of year | 2016-12-31 | $3,207,841 |
| Total plan assets at beginning of year | 2016-12-31 | $2,916,841 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $75,834 |
| Other income received | 2016-12-31 | $291,000 |
| Net income (gross income less expenses) | 2016-12-31 | $457,007 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-659,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-1,116,693 |
| Assets. Value of employer securities | 2016-12-31 | $2,966,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $241,841 |
| 2015 : SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $4,033,534 |
| Total income from all sources | 2015-12-31 | $-1,083,159 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $33,534 |
| Total plan assets at end of year | 2015-12-31 | $2,916,841 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $33,534 |
| Other income received | 2015-12-31 | $-1,325,000 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,116,693 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $-1,116,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $2,675,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $241,841 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2023: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 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 | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2016: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 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: SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
