SALTER & COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN
401k plan membership statisitcs for SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN
Measure | Date | Value |
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2018: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 46 |
Number of participants with account balances | 2016-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2018 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-14 | $-6,568,297 |
Total plan liabilities at end of year | 2018-12-14 | $0 |
Total plan liabilities at beginning of year | 2018-12-14 | $0 |
Total income from all sources | 2018-12-14 | $329,591 |
Expenses. Total of all expenses incurred | 2018-12-14 | $2,806,685 |
Benefits paid (including direct rollovers) | 2018-12-14 | $2,784,611 |
Total plan assets at end of year | 2018-12-14 | $0 |
Total plan assets at beginning of year | 2018-12-14 | $9,045,391 |
Value of fidelity bond covering the plan | 2018-12-14 | $500,000 |
Total contributions received or receivable from participants | 2018-12-14 | $135,183 |
Expenses. Other expenses not covered elsewhere | 2018-12-14 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-14 | $28,013 |
Other income received | 2018-12-14 | $-132,112 |
Noncash contributions received | 2018-12-14 | $0 |
Net income (gross income less expenses) | 2018-12-14 | $-2,477,094 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-14 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-14 | $9,045,391 |
Assets. Value of participant loans | 2018-12-14 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-14 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-14 | $298,507 |
Value of certain deemed distributions of participant loans | 2018-12-14 | $0 |
Value of corrective distributions | 2018-12-14 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-14 | $22,074 |
2017 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,807,599 |
Expenses. Total of all expenses incurred | 2017-12-31 | $51,880 |
Benefits paid (including direct rollovers) | 2017-12-31 | $35,134 |
Total plan assets at end of year | 2017-12-31 | $9,045,391 |
Total plan assets at beginning of year | 2017-12-31 | $7,289,672 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $148,466 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $61,707 |
Other income received | 2017-12-31 | $1,306,847 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,755,719 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,045,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,289,672 |
Assets. Value of participant loans | 2017-12-31 | $158,979 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $290,579 |
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 | $16,746 |
2016 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $837,999 |
Expenses. Total of all expenses incurred | 2016-12-31 | $210,644 |
Benefits paid (including direct rollovers) | 2016-12-31 | $200,685 |
Total plan assets at end of year | 2016-12-31 | $7,289,672 |
Total plan assets at beginning of year | 2016-12-31 | $6,662,317 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $124,453 |
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 | $442,280 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $627,355 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,289,672 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,662,317 |
Assets. Value of participant loans | 2016-12-31 | $51,910 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $271,266 |
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 | $9,959 |
2018: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses |
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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 | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 |
2017: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses |
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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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |