BRANCATO, HAGGERTY, & PALMENTERE LC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN
401k plan membership statisitcs for BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN
Measure | Date | Value |
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2022: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
2020: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
2017: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
2015: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2010: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
2009: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2022 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-197,467 |
Total plan assets at end of year | 2022-12-31 | $1,225,870 |
Total plan assets at beginning of year | 2022-12-31 | $1,423,337 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-197,467 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-197,467 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,225,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,423,337 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
2021 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $212,301 |
Total plan assets at end of year | 2021-12-31 | $1,423,337 |
Total plan assets at beginning of year | 2021-12-31 | $1,211,036 |
Other income received | 2021-12-31 | $212,301 |
Net income (gross income less expenses) | 2021-12-31 | $212,301 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,423,337 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,211,036 |
2020 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $73,803 |
Total plan assets at end of year | 2020-12-31 | $1,211,036 |
Total plan assets at beginning of year | 2020-12-31 | $1,137,233 |
Other income received | 2020-12-31 | $73,803 |
Net income (gross income less expenses) | 2020-12-31 | $73,803 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,211,036 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,137,233 |
2019 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $164,713 |
Total plan assets at end of year | 2019-12-31 | $1,137,233 |
Total plan assets at beginning of year | 2019-12-31 | $972,520 |
Other income received | 2019-12-31 | $164,713 |
Net income (gross income less expenses) | 2019-12-31 | $164,713 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,137,233 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $972,520 |
2018 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-84,508 |
Expenses. Total of all expenses incurred | 2018-12-31 | $429,045 |
Benefits paid (including direct rollovers) | 2018-12-31 | $429,045 |
Total plan assets at end of year | 2018-12-31 | $972,520 |
Total plan assets at beginning of year | 2018-12-31 | $1,486,073 |
Other income received | 2018-12-31 | $-84,508 |
Net income (gross income less expenses) | 2018-12-31 | $-513,553 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $972,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,486,073 |
2017 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $153,516 |
Total plan assets at end of year | 2017-12-31 | $1,486,073 |
Total plan assets at beginning of year | 2017-12-31 | $1,332,557 |
Other income received | 2017-12-31 | $153,516 |
Net income (gross income less expenses) | 2017-12-31 | $153,516 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,486,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,332,557 |
2016 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $24,622 |
Total plan assets at end of year | 2016-12-31 | $1,332,557 |
Total plan assets at beginning of year | 2016-12-31 | $1,307,935 |
Other income received | 2016-12-31 | $24,622 |
Net income (gross income less expenses) | 2016-12-31 | $24,622 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,332,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,307,935 |
2015 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-56,833 |
Total plan assets at end of year | 2015-12-31 | $1,307,935 |
Total plan assets at beginning of year | 2015-12-31 | $1,364,768 |
Other income received | 2015-12-31 | $-56,833 |
Net income (gross income less expenses) | 2015-12-31 | $-56,833 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,307,935 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,364,768 |
2014 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,409 |
Total plan assets at end of year | 2014-12-31 | $1,364,768 |
Total plan assets at beginning of year | 2014-12-31 | $1,363,359 |
Other income received | 2014-12-31 | $1,409 |
Net income (gross income less expenses) | 2014-12-31 | $1,409 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,364,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,363,359 |
2013 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $269,930 |
Total plan assets at end of year | 2013-12-31 | $1,363,359 |
Total plan assets at beginning of year | 2013-12-31 | $1,093,429 |
Other income received | 2013-12-31 | $269,930 |
Net income (gross income less expenses) | 2013-12-31 | $269,930 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,363,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,093,429 |
2012 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $160,080 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2 |
Total plan assets at end of year | 2012-12-31 | $1,093,429 |
Total plan assets at beginning of year | 2012-12-31 | $933,351 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Other income received | 2012-12-31 | $2,080 |
Net income (gross income less expenses) | 2012-12-31 | $160,078 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,093,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $933,351 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $158,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2 |
2011 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-26,591 |
Total plan assets at end of year | 2011-12-31 | $933,351 |
Total plan assets at beginning of year | 2011-12-31 | $959,942 |
Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
Other income received | 2011-12-31 | $-26,591 |
Net income (gross income less expenses) | 2011-12-31 | $-26,591 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $933,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $959,942 |
2010 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $216,338 |
Total plan assets at end of year | 2010-12-31 | $959,942 |
Total plan assets at beginning of year | 2010-12-31 | $743,604 |
Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
Other income received | 2010-12-31 | $216,338 |
Net income (gross income less expenses) | 2010-12-31 | $216,338 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $959,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $743,604 |
2022: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |