SUMMIT APPLIED RESEARCH, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2016: MONEY PURCHASE 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: MONEY PURCHASE 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
2014: MONEY PURCHASE 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
2013: MONEY PURCHASE 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
2012: MONEY PURCHASE 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
2011: MONEY PURCHASE 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
2009: MONEY PURCHASE 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Measure | Date | Value |
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2016 : MONEY PURCHASE 2016 401k financial data |
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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 | $29,643 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,877 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,877 |
Total plan assets at end of year | 2016-12-31 | $222,352 |
Total plan assets at beginning of year | 2016-12-31 | $198,586 |
Other income received | 2016-12-31 | $9,393 |
Net income (gross income less expenses) | 2016-12-31 | $23,766 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $222,352 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $198,586 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $20,250 |
2015 : MONEY PURCHASE 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $22,310 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,215 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,215 |
Total plan assets at end of year | 2015-12-31 | $198,586 |
Total plan assets at beginning of year | 2015-12-31 | $181,491 |
Other income received | 2015-12-31 | $-7,690 |
Net income (gross income less expenses) | 2015-12-31 | $17,095 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $198,586 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $181,491 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
2014 : MONEY PURCHASE 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $25,376 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,589 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,589 |
Total plan assets at end of year | 2014-12-31 | $181,491 |
Total plan assets at beginning of year | 2014-12-31 | $160,704 |
Other income received | 2014-12-31 | $-3,624 |
Net income (gross income less expenses) | 2014-12-31 | $20,787 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $181,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $160,704 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,000 |
2013 : MONEY PURCHASE 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $3,864 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,552 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,552 |
Total plan assets at end of year | 2013-12-31 | $160,704 |
Total plan assets at beginning of year | 2013-12-31 | $161,392 |
Other income received | 2013-12-31 | $-22,636 |
Net income (gross income less expenses) | 2013-12-31 | $-688 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $160,704 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $161,392 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $26,500 |
2012 : MONEY PURCHASE 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $22,497 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,272 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,272 |
Total plan assets at end of year | 2012-12-31 | $161,692 |
Total plan assets at beginning of year | 2012-12-31 | $138,569 |
Other income received | 2012-12-31 | $247 |
Net income (gross income less expenses) | 2012-12-31 | $20,225 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $161,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $138,569 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $22,250 |
2011 : MONEY PURCHASE 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $22,328 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,914 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,914 |
Total plan assets at end of year | 2011-12-31 | $138,569 |
Total plan assets at beginning of year | 2011-12-31 | $121,535 |
Other income received | 2011-12-31 | $303 |
Net income (gross income less expenses) | 2011-12-31 | $20,414 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $138,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $121,535 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,025 |
2010 : MONEY PURCHASE 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $23,812 |
Total plan assets at end of year | 2010-12-31 | $121,535 |
Total plan assets at beginning of year | 2010-12-31 | $97,723 |
Other income received | 2010-12-31 | $17,243 |
Net income (gross income less expenses) | 2010-12-31 | $23,812 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $121,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $97,723 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $6,569 |
2016: MONEY PURCHASE 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 |
2015: MONEY PURCHASE 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MONEY PURCHASE 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MONEY PURCHASE 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MONEY PURCHASE 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MONEY PURCHASE 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MONEY PURCHASE 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |