STYLES & COTTON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST
401k plan membership statisitcs for STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST
Measure | Date | Value |
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2020: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
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 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 14 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 14 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2010: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
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 | 9 |
Total of all active and inactive participants | 2010-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 22 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 16 |
Number of participants with account balances | 2009-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2020 : STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $163,702 |
Expenses. Total of all expenses incurred | 2020-12-31 | $251,385 |
Benefits paid (including direct rollovers) | 2020-12-31 | $247,216 |
Total plan assets at end of year | 2020-12-31 | $1,129,848 |
Total plan assets at beginning of year | 2020-12-31 | $1,217,531 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $31,892 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $131,810 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-87,683 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,129,848 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,217,531 |
Assets. Value of participant loans | 2020-12-31 | $14,251 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,169 |
2019 : STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $276,806 |
Expenses. Total of all expenses incurred | 2019-12-31 | $189,943 |
Benefits paid (including direct rollovers) | 2019-12-31 | $183,018 |
Total plan assets at end of year | 2019-12-31 | $1,217,531 |
Total plan assets at beginning of year | 2019-12-31 | $1,130,668 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Total contributions received or receivable from participants | 2019-12-31 | $36,524 |
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 | $240,282 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $86,863 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,217,531 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,130,668 |
Assets. Value of participant loans | 2019-12-31 | $22,285 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
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 | $6,925 |
2018 : STYLES & COTTON, P.A., EMPLOYEES' 401(K) 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 | $0 |
Total income from all sources | 2018-12-31 | $17,471 |
Expenses. Total of all expenses incurred | 2018-12-31 | $131,930 |
Benefits paid (including direct rollovers) | 2018-12-31 | $131,097 |
Total plan assets at end of year | 2018-12-31 | $1,130,668 |
Total plan assets at beginning of year | 2018-12-31 | $1,245,127 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $33,783 |
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 | $-16,312 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-114,459 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,130,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,245,127 |
Assets. Value of participant loans | 2018-12-31 | $23,094 |
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 | $833 |
2010 : STYLES & COTTON, P.A., EMPLOYEES' 401(K) 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 | $208,199 |
Expenses. Total of all expenses incurred | 2010-12-31 | $283,893 |
Benefits paid (including direct rollovers) | 2010-12-31 | $283,593 |
Total plan assets at end of year | 2010-12-31 | $836,347 |
Total plan assets at beginning of year | 2010-12-31 | $912,041 |
Value of fidelity bond covering the plan | 2010-12-31 | $80,000 |
Total contributions received or receivable from participants | 2010-12-31 | $58,931 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $300 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $134,452 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $-75,694 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $836,347 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $912,041 |
Assets. Value of participant loans | 2010-12-31 | $62,114 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $14,816 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STYLES & COTTON, P.A., EMPLOYEES' 401(K) 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: STYLES & COTTON, P.A., EMPLOYEES' 401(K) 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 |
2010: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2010 form 5500 responses |
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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: STYLES & COTTON, P.A., EMPLOYEES' 401(K) PLAN AND TRUST 2009 form 5500 responses |
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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 |