PHILIP E. SIKORA & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-11-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-11-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-11-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-11-26 | 0 |
| Net assets as of the end of the plan year | 2024-11-26 | 679072 |
| Total assets as of the beginning of the plan year | 2024-11-26 | 605860 |
| Value of plan covered by a fidelity bond | 2024-11-26 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-26 | 0 |
| Other expenses paid from plan in this plan year | 2024-11-26 | 0 |
| Other contributions to plan in this plan year | 2024-11-26 | 0 |
| Other income to plan in this plan year | 2024-11-26 | 73212 |
| Plan net income in this plan year | 2024-11-26 | 73212 |
| Net assets as of the end of the plan year | 2024-11-26 | 679072 |
| Net assets as of the beginning of the plan year | 2024-11-26 | 605860 |
| Employer contributions to plan in this plan year | 2024-11-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-26 | 0 |
| 2020 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $18,844 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $8 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $791,067 |
| Total plan assets at beginning of year | 2020-06-30 | $772,231 |
| Value of fidelity bond covering the plan | 2020-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $18,844 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $18,836 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $791,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $772,231 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $8 |
| 2019 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $1,704 |
| Total income from all sources | 2019-06-30 | $57,145 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $84 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
| Total plan assets at end of year | 2019-06-30 | $772,231 |
| Total plan assets at beginning of year | 2019-06-30 | $716,874 |
| Value of fidelity bond covering the plan | 2019-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $47,145 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $57,061 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $772,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $715,170 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $10,000 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $84 |
| 2017 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $712 |
| Total plan liabilities at beginning of year | 2017-06-30 | $868 |
| Total income from all sources | 2017-06-30 | $50,490 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $6,754 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $6,027 |
| Total plan assets at end of year | 2017-06-30 | $671,683 |
| Total plan assets at beginning of year | 2017-06-30 | $628,103 |
| Value of fidelity bond covering the plan | 2017-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $30,490 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $43,736 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $670,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $627,235 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $20,000 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $727 |
| 2016 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $868 |
| Total plan liabilities at beginning of year | 2016-06-30 | $488 |
| Total income from all sources | 2016-06-30 | $4,510 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $5,341 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $4,473 |
| Total plan assets at end of year | 2016-06-30 | $628,103 |
| Total plan assets at beginning of year | 2016-06-30 | $628,554 |
| Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $-15,490 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-831 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $627,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $628,066 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $20,000 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $868 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $488 |
| Total plan liabilities at beginning of year | 2015-06-30 | $488 |
| Total income from all sources | 2015-06-30 | $-9,197 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $628,554 |
| Total plan assets at beginning of year | 2015-06-30 | $637,751 |
| Value of fidelity bond covering the plan | 2015-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $-29,197 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $-9,197 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $628,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $637,263 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $20,000 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| 2014 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $488 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $78,229 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $7,491 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $7,004 |
| Total plan assets at end of year | 2014-06-30 | $637,751 |
| Total plan assets at beginning of year | 2014-06-30 | $566,525 |
| Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $78,229 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $70,738 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $637,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $566,525 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $487 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $52,878 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $336 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $336 |
| Total plan assets at end of year | 2013-06-30 | $566,525 |
| Total plan assets at beginning of year | 2013-06-30 | $513,983 |
| Value of fidelity bond covering the plan | 2013-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $42,878 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $52,542 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $566,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $513,983 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $10,000 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $10,355 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $12,155 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $12,155 |
| Total plan assets at end of year | 2012-06-30 | $513,983 |
| Total plan assets at beginning of year | 2012-06-30 | $515,783 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-9,645 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $-1,800 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $513,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $515,783 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $20,000 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $89,604 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $515,783 |
| Total plan assets at beginning of year | 2011-06-30 | $426,179 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $79,604 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $89,604 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $515,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $426,179 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $10,000 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| 2019: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | Yes |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PHILIP E. SIKORA & SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
