WISHNOW, ROSS, WARSAVSKY & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN
Measure | Date | Value |
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2022: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 18 |
Total participants | 2022-01-01 | 18 |
Number of participants with account balances | 2022-01-01 | 17 |
2021: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 18 |
Total participants | 2021-01-01 | 18 |
Number of participants with account balances | 2021-01-01 | 18 |
2020: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 18 |
Total participants | 2020-01-01 | 18 |
Number of participants with account balances | 2020-01-01 | 17 |
2019: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 18 |
2018: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Total participants | 2018-01-01 | 16 |
2017: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 17 |
2016: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Total participants | 2016-01-01 | 12 |
2015: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Total participants | 2015-01-01 | 12 |
2014: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 12 |
2013: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 15 |
2012: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Total participants | 2012-01-01 | 16 |
2011: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 12 |
2009: WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 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 | 14 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Total participants | 2009-01-01 | 16 |
Measure | Date | Value |
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2022 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-553,672 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,714 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,714 |
Total plan assets at end of year | 2022-12-31 | $2,152,418 |
Total plan assets at beginning of year | 2022-12-31 | $2,709,804 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Total contributions received or receivable from participants | 2022-12-31 | $96,049 |
Other income received | 2022-12-31 | $-649,721 |
Net income (gross income less expenses) | 2022-12-31 | $-557,386 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,152,418 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,709,804 |
Assets. Value of participant loans | 2022-12-31 | $18,481 |
2021 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $683,878 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $2,709,804 |
Total plan assets at beginning of year | 2021-12-31 | $2,025,926 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Total contributions received or receivable from participants | 2021-12-31 | $108,238 |
Other income received | 2021-12-31 | $575,640 |
Net income (gross income less expenses) | 2021-12-31 | $683,878 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,709,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,025,926 |
Assets. Value of participant loans | 2021-12-31 | $56,721 |
2020 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $499,155 |
Expenses. Total of all expenses incurred | 2020-12-31 | $49,084 |
Benefits paid (including direct rollovers) | 2020-12-31 | $49,084 |
Total plan assets at end of year | 2020-12-31 | $2,025,926 |
Total plan assets at beginning of year | 2020-12-31 | $1,575,855 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $104,341 |
Other income received | 2020-12-31 | $394,814 |
Net income (gross income less expenses) | 2020-12-31 | $450,071 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,025,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,575,855 |
Assets. Value of participant loans | 2020-12-31 | $53,440 |
2019 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $435,376 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,575,855 |
Total plan assets at beginning of year | 2019-12-31 | $1,140,479 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $114,547 |
Other income received | 2019-12-31 | $320,829 |
Net income (gross income less expenses) | 2019-12-31 | $435,376 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,575,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,140,479 |
2018 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $126,384 |
Expenses. Total of all expenses incurred | 2018-12-31 | $118,675 |
Benefits paid (including direct rollovers) | 2018-12-31 | $118,675 |
Total plan assets at end of year | 2018-12-31 | $1,140,479 |
Total plan assets at beginning of year | 2018-12-31 | $1,132,770 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $144,830 |
Other income received | 2018-12-31 | $-18,446 |
Net income (gross income less expenses) | 2018-12-31 | $7,709 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,140,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,132,770 |
2017 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $266,569 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,132,770 |
Total plan assets at beginning of year | 2017-12-31 | $866,201 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $123,853 |
Other income received | 2017-12-31 | $142,716 |
Net income (gross income less expenses) | 2017-12-31 | $266,569 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,132,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $866,201 |
2016 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $193,059 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,770 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,770 |
Total plan assets at end of year | 2016-12-31 | $866,201 |
Total plan assets at beginning of year | 2016-12-31 | $674,912 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $92,791 |
Other income received | 2016-12-31 | $100,268 |
Net income (gross income less expenses) | 2016-12-31 | $191,289 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $866,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $674,912 |
2015 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $64,131 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,320 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,320 |
Total plan assets at end of year | 2015-12-31 | $674,912 |
Total plan assets at beginning of year | 2015-12-31 | $612,101 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Total contributions received or receivable from participants | 2015-12-31 | $103,313 |
Other income received | 2015-12-31 | $-39,182 |
Net income (gross income less expenses) | 2015-12-31 | $62,811 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $674,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $612,101 |
Assets. Value of participant loans | 2015-12-31 | $7,608 |
2014 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $118,950 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,016 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,016 |
Total plan assets at end of year | 2014-12-31 | $612,101 |
Total plan assets at beginning of year | 2014-12-31 | $497,167 |
Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
Total contributions received or receivable from participants | 2014-12-31 | $56,358 |
Other income received | 2014-12-31 | $62,592 |
Net income (gross income less expenses) | 2014-12-31 | $114,934 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $612,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $497,167 |
Assets. Value of participant loans | 2014-12-31 | $9,748 |
2013 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $56,879 |
Expenses. Total of all expenses incurred | 2013-12-31 | $183,239 |
Benefits paid (including direct rollovers) | 2013-12-31 | $183,239 |
Total plan assets at end of year | 2013-12-31 | $497,167 |
Total plan assets at beginning of year | 2013-12-31 | $623,527 |
Value of fidelity bond covering the plan | 2013-12-31 | $70,000 |
Total contributions received or receivable from participants | 2013-12-31 | $64,230 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $475 |
Other income received | 2013-12-31 | $-7,826 |
Net income (gross income less expenses) | 2013-12-31 | $-126,360 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $497,167 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $623,527 |
Assets. Value of participant loans | 2013-12-31 | $5,920 |
2012 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $4,832 |
Total income from all sources | 2012-12-31 | $160,824 |
Expenses. Total of all expenses incurred | 2012-12-31 | $74,255 |
Benefits paid (including direct rollovers) | 2012-12-31 | $74,255 |
Total plan assets at end of year | 2012-12-31 | $623,527 |
Total plan assets at beginning of year | 2012-12-31 | $532,126 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $89,942 |
Other income received | 2012-12-31 | $70,882 |
Net income (gross income less expenses) | 2012-12-31 | $86,569 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $623,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $532,126 |
Assets. Value of participant loans | 2012-12-31 | $3,942 |
2011 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $48,124 |
Expenses. Total of all expenses incurred | 2011-12-31 | $211,979 |
Benefits paid (including direct rollovers) | 2011-12-31 | $211,979 |
Total plan assets at end of year | 2011-12-31 | $532,126 |
Total plan assets at beginning of year | 2011-12-31 | $695,981 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $89,998 |
Other income received | 2011-12-31 | $-41,874 |
Net income (gross income less expenses) | 2011-12-31 | $-163,855 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $532,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $695,981 |
Assets. Value of participant loans | 2011-12-31 | $5,424 |
2010 : WISHNOW, ROSS, WARSAVSKY & COMPANY 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $123,063 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,304 |
Benefits paid (including direct rollovers) | 2010-12-31 | $36,304 |
Total plan assets at end of year | 2010-12-31 | $695,981 |
Total plan assets at beginning of year | 2010-12-31 | $609,222 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Total contributions received or receivable from participants | 2010-12-31 | $115,782 |
Other income received | 2010-12-31 | $7,281 |
Net income (gross income less expenses) | 2010-12-31 | $86,759 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $695,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $609,222 |
Assets. Value of participant loans | 2010-12-31 | $6,673 |