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JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN
Plan identification number 001

JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN R STEELE AND ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN R STEELE AND ASSOCIATES INC
Employer identification number (EIN):160965653
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD DIODATI2024-04-05
0012022-01-01RICHARD DIODATI2023-03-08
0012021-01-01RICHARD DIODATI2022-06-08
0012020-01-01RICHARD DIODATI2021-04-16
0012019-01-01ANTHONY J. CICCARELLI2020-06-02
0012018-01-01ANTHONY J. CICCARELLI2019-09-03
0012017-01-01ANTHONY J. CICCARELLI2018-04-30
0012016-01-01ANTHONY J. CICCARELLI2017-07-12
0012015-01-01ANTHONY J CICCARELLI2016-07-07
0012014-01-01ANTHONY J CICCARELLI2015-05-26 ANTHONY J CICCARELLI2015-05-26
0012013-01-01ANTHONY J CICCARELLI2014-07-31 ANTHONY J CICCARELLI2014-07-31
0012012-01-01ANTHONY J CICCARELLI2013-10-10 ANTHONY J CICCARELLI2013-10-10
0012011-08-01ANTHONY J CICCARELLI2012-06-05 ANTHONY J CICCARELLI2012-06-05
0012010-08-01JAMES R MESSINA2011-11-29 JAMES R MESSINA2011-11-29

Plan Statistics for JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN

Measure Date Value
2025: JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-2656
Total number of particpants at end of year2025-08-2655
Number of Participants With Account Balances2025-08-2650
2024: JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-0566
Total number of particpants at end of year2024-04-0551
Number of Participants With Account Balances2024-04-0549
2022: JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0890
Total number of particpants at end of year2022-06-0871
Number of Participants With Account Balances2022-06-0868

Financial Data on JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-260
Total liabilities as of the end of the plan year2025-08-260
Total liabilities as of the beginning of the plan year2025-08-260
Total expenses incurred by plan in this plan year2025-08-26800097
Net assets as of the end of the plan year2025-08-2614351158
Total assets as of the beginning of the plan year2025-08-2613316857
Value of plan covered by a fidelity bond2025-08-26500000
Participant contributions to plan in this plan year2025-08-26283758
Other expenses paid from plan in this plan year2025-08-260
Other contributions to plan in this plan year2025-08-260
Other income to plan in this plan year2025-08-261222334
Plan net income in this plan year2025-08-261034301
Net assets as of the end of the plan year2025-08-2614351158
Net assets as of the beginning of the plan year2025-08-2613316857
Employer contributions to plan in this plan year2025-08-26328306
Fees paid to broker by Benefit Provider2025-08-2633669
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-26700
2024 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-050
Total liabilities as of the end of the plan year2024-04-050
Total liabilities as of the beginning of the plan year2024-04-050
Total expenses incurred by plan in this plan year2024-04-05949663
Net assets as of the end of the plan year2024-04-0513316857
Total assets as of the beginning of the plan year2024-04-0512003040
Value of plan covered by a fidelity bond2024-04-05500000
Participant contributions to plan in this plan year2024-04-05250042
Other expenses paid from plan in this plan year2024-04-050
Other contributions to plan in this plan year2024-04-050
Other income to plan in this plan year2024-04-051646338
Plan net income in this plan year2024-04-051313817
Net assets as of the end of the plan year2024-04-0513316857
Net assets as of the beginning of the plan year2024-04-0512003040
Employer contributions to plan in this plan year2024-04-05367100
Fees paid to broker by Benefit Provider2024-04-0530838
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-051831
2022 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-080
Total liabilities as of the end of the plan year2022-06-080
Total liabilities as of the beginning of the plan year2022-06-080
Total expenses incurred by plan in this plan year2022-06-08202348
Net assets as of the end of the plan year2022-06-0813845576
Total assets as of the beginning of the plan year2022-06-0812367790
Value of plan covered by a fidelity bond2022-06-08500000
Participant contributions to plan in this plan year2022-06-08197808
Other expenses paid from plan in this plan year2022-06-080
Other contributions to plan in this plan year2022-06-080
Other income to plan in this plan year2022-06-081187786
Plan net income in this plan year2022-06-081477786
Net assets as of the end of the plan year2022-06-0813845576
Net assets as of the beginning of the plan year2022-06-0812367790
Employer contributions to plan in this plan year2022-06-08294540
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-082325

Potentially related plans

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