SUMMIT SPEECH SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT SPEECH SCHOOL PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : SUMMIT SPEECH SCHOOL PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $238,223 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $35,077 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $33,194 |
| Total plan assets at end of year | 2023-06-30 | $1,964,378 |
| Total plan assets at beginning of year | 2023-06-30 | $1,761,232 |
| Other income received | 2023-06-30 | $191,905 |
| Net income (gross income less expenses) | 2023-06-30 | $203,146 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $1,964,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,761,232 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $46,318 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $1,883 |
| 2022 : SUMMIT SPEECH SCHOOL PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-158,548 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $117,341 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $115,442 |
| Total plan assets at end of year | 2022-06-30 | $1,761,232 |
| Total plan assets at beginning of year | 2022-06-30 | $2,037,121 |
| Value of fidelity bond covering the plan | 2022-06-30 | $160,000 |
| Other income received | 2022-06-30 | $-206,163 |
| Net income (gross income less expenses) | 2022-06-30 | $-275,889 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,761,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $2,037,121 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $47,615 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $1,899 |
| 2021 : SUMMIT SPEECH SCHOOL PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $513,000 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $161,483 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $160,989 |
| Total plan assets at end of year | 2021-06-30 | $2,037,121 |
| Total plan assets at beginning of year | 2021-06-30 | $1,685,604 |
| Value of fidelity bond covering the plan | 2021-06-30 | $160,000 |
| Other income received | 2021-06-30 | $462,846 |
| Net income (gross income less expenses) | 2021-06-30 | $351,517 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $2,037,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,685,604 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $50,154 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $494 |
| 2020 : SUMMIT SPEECH SCHOOL PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $72,864 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $59,531 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $57,950 |
| Total plan assets at end of year | 2020-06-30 | $1,685,604 |
| Total plan assets at beginning of year | 2020-06-30 | $1,672,271 |
| Value of fidelity bond covering the plan | 2020-06-30 | $160,000 |
| Other income received | 2020-06-30 | $25,010 |
| Net income (gross income less expenses) | 2020-06-30 | $13,333 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,685,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,672,271 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $47,854 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $1,581 |
| 2019 : SUMMIT SPEECH SCHOOL PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $135,587 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $232,780 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $230,810 |
| Total plan assets at end of year | 2019-06-30 | $1,672,271 |
| Total plan assets at beginning of year | 2019-06-30 | $1,769,464 |
| Value of fidelity bond covering the plan | 2019-06-30 | $160,000 |
| Other income received | 2019-06-30 | $64,863 |
| Net income (gross income less expenses) | 2019-06-30 | $-97,193 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,672,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,769,464 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $70,724 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $1,970 |
| 2018 : SUMMIT SPEECH SCHOOL PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $180,541 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $76,077 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $74,128 |
| Total plan assets at end of year | 2018-06-30 | $1,769,464 |
| Total plan assets at beginning of year | 2018-06-30 | $1,665,000 |
| Value of fidelity bond covering the plan | 2018-06-30 | $100,000 |
| Other income received | 2018-06-30 | $134,467 |
| Net income (gross income less expenses) | 2018-06-30 | $104,464 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,769,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,665,000 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $46,074 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $1,949 |
| 2017 : SUMMIT SPEECH SCHOOL PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $196,352 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $17,419 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $15,623 |
| Total plan assets at end of year | 2017-06-30 | $1,665,000 |
| Total plan assets at beginning of year | 2017-06-30 | $1,486,067 |
| Value of fidelity bond covering the plan | 2017-06-30 | $100,000 |
| Other income received | 2017-06-30 | $173,026 |
| Net income (gross income less expenses) | 2017-06-30 | $178,933 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,665,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,486,067 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $23,326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $1,796 |
| 2016 : SUMMIT SPEECH SCHOOL PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $67,073 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $3,185 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $1,504 |
| Total plan assets at end of year | 2016-06-30 | $1,486,067 |
| Total plan assets at beginning of year | 2016-06-30 | $1,422,179 |
| Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
| Other income received | 2016-06-30 | $-3,141 |
| Net income (gross income less expenses) | 2016-06-30 | $63,888 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,486,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,422,179 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $70,214 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $1,681 |
| 2015 : SUMMIT SPEECH SCHOOL PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $59,262 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $160,722 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $159,106 |
| Total plan assets at end of year | 2015-06-30 | $1,422,179 |
| Total plan assets at beginning of year | 2015-06-30 | $1,523,639 |
| Value of fidelity bond covering the plan | 2015-06-30 | $100,000 |
| Other income received | 2015-06-30 | $58,262 |
| Net income (gross income less expenses) | 2015-06-30 | $-101,460 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,422,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,523,639 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $1,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $1,616 |
| 2014 : SUMMIT SPEECH SCHOOL PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $306,395 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $166,173 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $164,510 |
| Total plan assets at end of year | 2014-06-30 | $1,523,639 |
| Total plan assets at beginning of year | 2014-06-30 | $1,383,417 |
| Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
| Other income received | 2014-06-30 | $196,747 |
| Net income (gross income less expenses) | 2014-06-30 | $140,222 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,523,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,383,417 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $109,648 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $1,663 |
| 2013 : SUMMIT SPEECH SCHOOL PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $145,946 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $61,495 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $59,161 |
| Total plan assets at end of year | 2013-06-30 | $1,383,417 |
| Total plan assets at beginning of year | 2013-06-30 | $1,298,966 |
| Value of fidelity bond covering the plan | 2013-06-30 | $100,000 |
| Other income received | 2013-06-30 | $145,946 |
| Net income (gross income less expenses) | 2013-06-30 | $84,451 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,383,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,298,966 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $2,334 |
| 2012 : SUMMIT SPEECH SCHOOL PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $83,882 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $142,644 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $141,051 |
| Total plan assets at end of year | 2012-06-30 | $1,298,966 |
| Total plan assets at beginning of year | 2012-06-30 | $1,357,728 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Other income received | 2012-06-30 | $15,376 |
| Net income (gross income less expenses) | 2012-06-30 | $-58,762 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,298,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,357,728 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $68,506 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $1,593 |
| 2011 : SUMMIT SPEECH SCHOOL PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $277,001 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $89,235 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $87,383 |
| Total plan assets at end of year | 2011-06-30 | $1,357,727 |
| Total plan assets at beginning of year | 2011-06-30 | $1,169,961 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Other income received | 2011-06-30 | $211,479 |
| Net income (gross income less expenses) | 2011-06-30 | $187,766 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,357,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,169,961 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $65,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $1,852 |