JAMES M SCOTCHIE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $260,597 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $33,300 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $24,925 |
| Total plan assets at end of year | 2024-01-01 | $849,937 |
| Total plan assets at beginning of year | 2024-01-01 | $622,640 |
| Value of fidelity bond covering the plan | 2024-01-01 | $62,264 |
| Total contributions received or receivable from participants | 2024-01-01 | $90,937 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $129,318 |
| Net income (gross income less expenses) | 2024-01-01 | $227,297 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $849,937 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $622,640 |
| Assets. Value of participant loans | 2024-01-01 | $6,145 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $40,342 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $8,375 |
| 2023 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $242,744 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $6,756 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $622,640 |
| Total plan assets at beginning of year | 2023-12-31 | $386,652 |
| Value of fidelity bond covering the plan | 2023-12-31 | $38,665 |
| Total contributions received or receivable from participants | 2023-12-31 | $83,004 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $121,058 |
| Net income (gross income less expenses) | 2023-12-31 | $235,988 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $622,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $386,652 |
| Assets. Value of participant loans | 2023-12-31 | $7,988 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $38,682 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,756 |
| 2022 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $36,412 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,004 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,476 |
| Total plan assets at end of year | 2022-12-31 | $386,652 |
| Total plan assets at beginning of year | 2022-12-31 | $357,244 |
| Value of fidelity bond covering the plan | 2022-12-31 | $35,724 |
| Total contributions received or receivable from participants | 2022-12-31 | $102,908 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-103,944 |
| Net income (gross income less expenses) | 2022-12-31 | $29,408 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $386,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $357,244 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,448 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,528 |
| 2021 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $124,440 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $35,256 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $30,601 |
| Total plan assets at end of year | 2021-12-31 | $357,244 |
| Total plan assets at beginning of year | 2021-12-31 | $268,060 |
| Value of fidelity bond covering the plan | 2021-12-31 | $26,806 |
| Total contributions received or receivable from participants | 2021-12-31 | $62,070 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $27,912 |
| Net income (gross income less expenses) | 2021-12-31 | $89,184 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $357,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $268,060 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $34,458 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,655 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $145,800 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,872 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $268,060 |
| Total plan assets at beginning of year | 2020-12-31 | $126,132 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $58,983 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $53,853 |
| Net income (gross income less expenses) | 2020-12-31 | $141,928 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $268,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $126,132 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $32,964 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,872 |
| 2019 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $85,579 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,390 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $126,132 |
| Total plan assets at beginning of year | 2019-12-31 | $41,943 |
| Value of fidelity bond covering the plan | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $41,272 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $15,591 |
| Net income (gross income less expenses) | 2019-12-31 | $84,189 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $126,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,943 |
| Assets. Value of participant loans | 2019-12-31 | $18,314 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $28,716 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,390 |
| 2018 : JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $42,093 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $150 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $41,943 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Value of fidelity bond covering the plan | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $28,441 |
| 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 | $-6,204 |
| Net income (gross income less expenses) | 2018-12-31 | $41,943 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $41,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $19,856 |
| 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 | $150 |
| 2023: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 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 |
| 2020: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES M. SCOTCHIE 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
