ALISON M BYERS SEPARATE TRUST NO 1 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1
401k plan membership statisitcs for RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 13 |
| Total participants | 2023-01-01 | 13 |
| Number of participants with account balances | 2023-01-01 | 13 |
| 2022: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 18 |
| Total participants | 2022-01-01 | 18 |
| Number of participants with account balances | 2022-01-01 | 18 |
| 2021: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 21 |
| Total participants | 2021-01-01 | 21 |
| Number of participants with account balances | 2021-01-01 | 21 |
| 2020: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 21 |
| Total participants | 2020-01-01 | 21 |
| Number of participants with account balances | 2020-01-01 | 21 |
| 2019: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 22 |
| Total participants | 2019-01-01 | 22 |
| Number of participants with account balances | 2019-01-01 | 22 |
| 2018: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 22 |
| Total participants | 2018-01-01 | 22 |
| Number of participants with account balances | 2018-01-01 | 22 |
| 2017: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 22 |
| Total participants | 2017-01-01 | 22 |
| Number of participants with account balances | 2017-01-01 | 22 |
| 2016: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 23 |
| 2015: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 22 |
| Total participants | 2015-01-01 | 22 |
| Number of participants with account balances | 2015-01-01 | 22 |
| 2014: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 23 |
| Total participants | 2014-01-01 | 23 |
| Number of participants with account balances | 2014-01-01 | 23 |
| 2013: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Total participants | 2013-01-01 | 23 |
| Number of participants with account balances | 2013-01-01 | 23 |
| 2012: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 23 |
| Total participants | 2012-01-01 | 23 |
| Number of participants with account balances | 2012-01-01 | 23 |
| 2011: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 24 |
| Total participants | 2011-01-01 | 24 |
| Number of participants with account balances | 2011-01-01 | 24 |
| 2010: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 22 |
| Total participants | 2010-01-01 | 22 |
| Number of participants with account balances | 2010-01-01 | 22 |
| 2009: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 21 |
| Total participants | 2009-01-01 | 21 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $183,504 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $245,246 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $245,246 |
| Total plan assets at end of year | 2023-12-31 | $948,628 |
| Total plan assets at beginning of year | 2023-12-31 | $1,010,370 |
| Value of fidelity bond covering the plan | 2023-12-31 | $221,000 |
| Other income received | 2023-12-31 | $136,919 |
| Net income (gross income less expenses) | 2023-12-31 | $-61,742 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $948,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,010,370 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $46,585 |
| 2022 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-172,460 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $385,316 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $385,316 |
| Total plan assets at end of year | 2022-12-31 | $1,010,370 |
| Total plan assets at beginning of year | 2022-12-31 | $1,568,146 |
| Value of fidelity bond covering the plan | 2022-12-31 | $216,000 |
| Other income received | 2022-12-31 | $-230,782 |
| Net income (gross income less expenses) | 2022-12-31 | $-557,776 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,010,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,568,146 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $58,322 |
| 2021 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $212,017 |
| Total plan assets at end of year | 2021-12-31 | $1,568,146 |
| Total plan assets at beginning of year | 2021-12-31 | $1,356,129 |
| Value of fidelity bond covering the plan | 2021-12-31 | $214,000 |
| Other income received | 2021-12-31 | $148,147 |
| Net income (gross income less expenses) | 2021-12-31 | $212,017 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,568,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,356,129 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $63,870 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $63,870 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $63,870 |
| 2020 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $221,292 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $19,818 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $19,818 |
| Total plan assets at end of year | 2020-12-31 | $1,356,129 |
| Total plan assets at beginning of year | 2020-12-31 | $1,154,655 |
| Value of fidelity bond covering the plan | 2020-12-31 | $209,000 |
| Other income received | 2020-12-31 | $160,064 |
| Net income (gross income less expenses) | 2020-12-31 | $201,474 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,356,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,154,655 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $61,228 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $61,228 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $61,228 |
| 2019 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $246,803 |
| Total plan assets at end of year | 2019-12-31 | $1,154,655 |
| Total plan assets at beginning of year | 2019-12-31 | $907,852 |
| Value of fidelity bond covering the plan | 2019-12-31 | $207,000 |
| Other income received | 2019-12-31 | $189,446 |
| Net income (gross income less expenses) | 2019-12-31 | $246,803 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,154,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $907,852 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $57,357 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $57,357 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $57,357 |
| 2018 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-3,521 |
| Total plan assets at end of year | 2018-12-31 | $907,852 |
| Total plan assets at beginning of year | 2018-12-31 | $911,373 |
| Value of fidelity bond covering the plan | 2018-12-31 | $207,000 |
| Other income received | 2018-12-31 | $-57,079 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,521 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $907,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $911,373 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $53,558 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $53,558 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $53,558 |
| 2017 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $175,703 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,193 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,193 |
| Total plan assets at end of year | 2017-12-31 | $911,373 |
| Total plan assets at beginning of year | 2017-12-31 | $738,863 |
| Value of fidelity bond covering the plan | 2017-12-31 | $203,000 |
| Other income received | 2017-12-31 | $125,392 |
| Net income (gross income less expenses) | 2017-12-31 | $172,510 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $911,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $738,863 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,311 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $50,311 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $50,311 |
| 2016 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $106,165 |
| Total plan assets at end of year | 2016-12-31 | $738,863 |
| Total plan assets at beginning of year | 2016-12-31 | $632,698 |
| Value of fidelity bond covering the plan | 2016-12-31 | $199,000 |
| Other income received | 2016-12-31 | $59,557 |
| Net income (gross income less expenses) | 2016-12-31 | $106,165 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $738,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $632,698 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $46,608 |
| 2015 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,381 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $97,864 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $97,864 |
| Total plan assets at end of year | 2015-12-31 | $632,698 |
| Total plan assets at beginning of year | 2015-12-31 | $697,181 |
| Value of fidelity bond covering the plan | 2015-12-31 | $191,000 |
| Other income received | 2015-12-31 | $-10,040 |
| Net income (gross income less expenses) | 2015-12-31 | $-64,483 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $632,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $697,181 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $43,421 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $97,864 |
| 2014 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $77,510 |
| Total plan assets at end of year | 2014-12-31 | $697,181 |
| Total plan assets at beginning of year | 2014-12-31 | $619,671 |
| Value of fidelity bond covering the plan | 2014-12-31 | $191,000 |
| Other income received | 2014-12-31 | $36,341 |
| Net income (gross income less expenses) | 2014-12-31 | $77,510 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $697,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $619,671 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,169 |
| 2013 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $115,060 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,974 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,974 |
| Total plan assets at end of year | 2013-12-31 | $619,671 |
| Total plan assets at beginning of year | 2013-12-31 | $508,585 |
| Value of fidelity bond covering the plan | 2013-12-31 | $188,000 |
| Other income received | 2013-12-31 | $77,072 |
| Net income (gross income less expenses) | 2013-12-31 | $111,086 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $619,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $508,585 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $37,988 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $37,988 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $37,988 |
| 2012 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $91,909 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $41,270 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $41,270 |
| Total plan assets at end of year | 2012-12-31 | $508,585 |
| Total plan assets at beginning of year | 2012-12-31 | $457,946 |
| Value of fidelity bond covering the plan | 2012-12-31 | $194,000 |
| Other income received | 2012-12-31 | $49,895 |
| Net income (gross income less expenses) | 2012-12-31 | $50,639 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $508,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $457,946 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $42,014 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $42,014 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $42,014 |
| 2011 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $40,889 |
| Total plan assets at end of year | 2011-12-31 | $457,946 |
| Total plan assets at beginning of year | 2011-12-31 | $417,057 |
| Value of fidelity bond covering the plan | 2011-12-31 | $194,000 |
| Other income received | 2011-12-31 | $1,389 |
| Net income (gross income less expenses) | 2011-12-31 | $40,889 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $457,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $417,057 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,500 |
| 2010 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $76,891 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,731 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $31,731 |
| Total plan assets at end of year | 2010-12-31 | $417,057 |
| Total plan assets at beginning of year | 2010-12-31 | $371,897 |
| Value of fidelity bond covering the plan | 2010-12-31 | $192,000 |
| Other income received | 2010-12-31 | $41,012 |
| Net income (gross income less expenses) | 2010-12-31 | $45,160 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $417,057 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $371,897 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $35,879 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $35,879 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $35,879 |
| 2009 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 1 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $33,536 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $33,536 |