SORRENTINO BURKERT RISCH KALTER, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : SBRK RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-16 | 0 |
| Net assets as of the end of the plan year | 2025-07-16 | 1244886 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 963071 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 250000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 118951 |
| Value of participant loans at end of plan year | 2025-07-16 | 8653 |
| Other income to plan in this plan year | 2025-07-16 | 110397 |
| Plan net income in this plan year | 2025-07-16 | 281815 |
| Net assets as of the end of the plan year | 2025-07-16 | 1244886 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 963071 |
| Value of employer contributions paid | 2025-07-16 | 0 |
| Employer contributions to plan in this plan year | 2025-07-16 | 52467 |
| 2024 : SBRK RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 8231 |
| Net assets as of the end of the plan year | 2024-07-26 | 963071 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 702785 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 109934 |
| Value of participant loans at end of plan year | 2024-07-26 | 10600 |
| Other income to plan in this plan year | 2024-07-26 | 120019 |
| Plan net income in this plan year | 2024-07-26 | 260286 |
| Net assets as of the end of the plan year | 2024-07-26 | 963071 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 702785 |
| Value of employer contributions paid | 2024-07-26 | 0 |
| Employer contributions to plan in this plan year | 2024-07-26 | 38564 |
| 2022 : SBRK RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-19 | 625 |
| Net assets as of the end of the plan year | 2022-07-19 | 1130584 |
| Total assets as of the beginning of the plan year | 2022-07-19 | 880552 |
| Value of plan covered by a fidelity bond | 2022-07-19 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-19 | 98187 |
| Other expenses paid from plan in this plan year | 2022-07-19 | 0 |
| Other income to plan in this plan year | 2022-07-19 | 116076 |
| Plan net income in this plan year | 2022-07-19 | 250032 |
| Net assets as of the end of the plan year | 2022-07-19 | 1130584 |
| Net assets as of the beginning of the plan year | 2022-07-19 | 880552 |
| Value of employer contributions paid | 2022-07-19 | 0 |
| Employer contributions to plan in this plan year | 2022-07-19 | 36394 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-19 | 0 |
| 2018 : SBRK RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $110,870 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,622 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,278 |
| Total plan assets at end of year | 2018-12-31 | $559,332 |
| Total plan assets at beginning of year | 2018-12-31 | $452,084 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $106,533 |
| 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 | $-52,966 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $107,248 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $559,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $452,084 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $57,303 |
| 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 | $344 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SBRK RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $165,070 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $500 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $200 |
| Total plan assets at end of year | 2017-12-31 | $452,084 |
| Total plan assets at beginning of year | 2017-12-31 | $287,514 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $81,621 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $36,128 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $164,570 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $452,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $287,514 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $47,321 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $300 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SBRK RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $150,013 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,397 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,184 |
| Total plan assets at end of year | 2016-12-31 | $287,514 |
| Total plan assets at beginning of year | 2016-12-31 | $138,898 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $85,973 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $15,597 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $148,616 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $287,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $138,898 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $48,443 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SBRK RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $50,335 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $43 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $138,898 |
| Total plan assets at beginning of year | 2015-12-31 | $88,606 |
| Value of fidelity bond covering the plan | 2015-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,009 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-7,266 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $50,292 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $138,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $88,606 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $26,592 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $43 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SBRK RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $21,553 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,036 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $201 |
| Total plan assets at end of year | 2014-12-31 | $88,606 |
| Total plan assets at beginning of year | 2014-12-31 | $72,089 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $10,803 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $366 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $16,517 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $88,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $72,089 |
| Assets. Value of participant loans | 2014-12-31 | $15,074 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,384 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $3,837 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $998 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2018: SBRK RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SBRK RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SBRK RETIREMENT SAVINGS 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SBRK RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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 – 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: SBRK RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 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 |
