STACEY & FUNYAK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k plan membership statisitcs for STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 7 |
| Number of participants with account balances | 2023-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2012: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2023 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $64,930 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $4,489,531 |
| Total plan assets at beginning of year | 2023-12-31 | $4,424,601 |
| Value of fidelity bond covering the plan | 2023-12-31 | $449,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $66,000 |
| Other income received | 2023-12-31 | $-95,894 |
| Net income (gross income less expenses) | 2023-12-31 | $64,930 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,489,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,424,601 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $1,888,207 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $94,824 |
| 2022 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $89,870 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,547 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $7,547 |
| Total plan assets at end of year | 2022-12-31 | $4,424,601 |
| Total plan assets at beginning of year | 2022-12-31 | $4,342,278 |
| Value of fidelity bond covering the plan | 2022-12-31 | $443,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $37,500 |
| Other income received | 2022-12-31 | $-31,282 |
| Net income (gross income less expenses) | 2022-12-31 | $82,323 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,424,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,342,278 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $2,199,721 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $83,652 |
| 2021 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,071,432 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $4,342,278 |
| Total plan assets at beginning of year | 2021-12-31 | $3,270,846 |
| Value of fidelity bond covering the plan | 2021-12-31 | $435,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $43,000 |
| Other income received | 2021-12-31 | $956,149 |
| Net income (gross income less expenses) | 2021-12-31 | $1,071,432 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,342,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,270,846 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $2,031,323 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $72,283 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2012 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $310,138 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,000 |
| Total plan assets at end of year | 2012-12-31 | $1,565,103 |
| Total plan assets at beginning of year | 2012-12-31 | $1,259,965 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $25,600 |
| Other income received | 2012-12-31 | $215,511 |
| Net income (gross income less expenses) | 2012-12-31 | $305,138 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,565,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,259,965 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $543,072 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $69,027 |
| 2011 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-62,701 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $14,000 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $14,000 |
| Total plan assets at end of year | 2011-12-31 | $1,259,965 |
| Total plan assets at beginning of year | 2011-12-31 | $1,336,666 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $25,600 |
| Other income received | 2011-12-31 | $-154,862 |
| Net income (gross income less expenses) | 2011-12-31 | $-76,701 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,259,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,336,666 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $403,976 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $66,561 |
| 2010 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $170,652 |
| Total plan assets at end of year | 2010-12-31 | $1,336,666 |
| Total plan assets at beginning of year | 2010-12-31 | $1,166,014 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,400 |
| Other income received | 2010-12-31 | $86,210 |
| Net income (gross income less expenses) | 2010-12-31 | $170,652 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,336,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,166,014 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $539,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $60,042 |
| 2023: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING 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: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING 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: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING 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 |
| 2012: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
