?>
Logo

WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM G. SATTERLEE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM G. SATTERLEE & SONS, INC.
Employer identification number (EIN):251088889
NAIC Classification:424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MICHAEL A. MATTEN MICHAEL A. MATTEN2013-10-11
0012011-01-01MICHAEL A. MATTEN MICHAEL A. MATTEN2012-10-10

Plan Statistics for WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01124
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01128
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01119
Total participants2013-01-01119
Number of participants with account balances2013-01-0182
2012: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01117
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01119
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-02-28$3,881,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$57,157
Total of all expenses incurred2018-02-28$66,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$66,600
Value of total assets at end of year2018-02-28$0
Value of total assets at beginning of year2018-02-28$3,891,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$40
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$400,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Administrative expenses (other) incurred2018-02-28$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-9,483
Value of net assets at end of year (total assets less liabilities)2018-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$3,891,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$3,494,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$396,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$396,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$57,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$66,600
Did the plan have assets held for investment2018-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2018-02-28251669808
2017 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$482,002
Total unrealized appreciation/depreciation of assets2017-12-31$482,002
Total income from all sources (including contributions)2017-12-31$922,273
Total of all expenses incurred2017-12-31$111,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$440,271
Value of total assets at end of year2017-12-31$3,891,022
Value of total assets at beginning of year2017-12-31$3,080,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$279,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$810,484
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,891,022
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,080,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,494,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,628,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$396,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$451,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$451,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$147,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,789
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2017-12-31251669808
2016 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$169,470
Total unrealized appreciation/depreciation of assets2016-12-31$169,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$619,032
Total of all expenses incurred2016-12-31$307,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$307,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$449,562
Value of total assets at end of year2016-12-31$3,080,538
Value of total assets at beginning of year2016-12-31$2,768,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$274,283
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$311,586
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,080,538
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,768,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,628,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,366,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$451,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$402,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$402,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$147,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$307,446
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLYDE, FERRARO & CO., LLP CPAS
Accountancy firm EIN2016-12-31251669808
2015 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-11,674
Total unrealized appreciation/depreciation of assets2015-12-31$-11,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$246
Total income from all sources (including contributions)2015-12-31$425,815
Total of all expenses incurred2015-12-31$301,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$301,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,489
Value of total assets at end of year2015-12-31$2,768,952
Value of total assets at beginning of year2015-12-31$2,644,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$287,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$246
Administrative expenses (other) incurred2015-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$124,354
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,768,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,644,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,366,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,173,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$402,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$471,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$471,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$149,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$301,186
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2015-12-31251669808
2014 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$93,823
Total unrealized appreciation/depreciation of assets2014-12-31$93,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$582,901
Total of all expenses incurred2014-12-31$95,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$95,022
Expenses. Certain deemed distributions of participant loans2014-12-31$246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$489,078
Value of total assets at end of year2014-12-31$2,644,844
Value of total assets at beginning of year2014-12-31$2,157,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$308,342
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$487,558
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,644,598
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,157,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,173,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,712,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$471,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$444,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$444,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$160,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$95,022
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2014-12-31251669808
2013 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$237,198
Total unrealized appreciation/depreciation of assets2013-12-31$237,198
Total income from all sources (including contributions)2013-12-31$673,308
Total of all expenses incurred2013-12-31$15,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$436,110
Value of total assets at end of year2013-12-31$2,157,040
Value of total assets at beginning of year2013-12-31$1,499,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$284,878
Administrative expenses (other) incurred2013-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$657,482
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,157,040
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,499,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,712,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,173,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$444,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$326,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$326,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$151,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,701
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2013-12-31251669808
2012 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$132,278
Total unrealized appreciation/depreciation of assets2012-12-31$132,278
Total income from all sources (including contributions)2012-12-31$521,153
Total of all expenses incurred2012-12-31$37,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$36,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$388,875
Value of total assets at end of year2012-12-31$1,499,558
Value of total assets at beginning of year2012-12-31$1,015,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$257,919
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,214
Administrative expenses (other) incurred2012-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$484,146
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,499,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,015,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,173,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$841,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$326,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$174,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$174,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$124,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$36,832
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2012-12-31251669808
2011 : WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-58,302
Total unrealized appreciation/depreciation of assets2011-12-31$-58,302
Total income from all sources (including contributions)2011-12-31$1,016,461
Total of all expenses incurred2011-12-31$1,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,074,763
Value of total assets at end of year2011-12-31$1,015,412
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$209,923
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$757,658
Administrative expenses (other) incurred2011-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,015,412
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,015,412
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$841,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$174,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$107,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$974
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLYDE, FERRARO & CO., LLC CPAS
Accountancy firm EIN2011-12-31251669808

Form 5500 Responses for WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN

2018: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM G. SATTERLEE & SON, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824314
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3