ALISON M. BYERS 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. 2
401k plan membership statisitcs for RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
| 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 | 12 |
| Total participants | 2023-01-01 | 12 |
| Number of participants with account balances | 2023-01-01 | 12 |
| 2022: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
| 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 | 17 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 17 |
| 2021: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 19 |
| Total participants | 2021-01-01 | 19 |
| Number of participants with account balances | 2021-01-01 | 19 |
| 2020: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
| Total of all active and inactive participants | 2020-01-01 | 19 |
| Total participants | 2020-01-01 | 19 |
| Number of participants with account balances | 2020-01-01 | 19 |
| 2019: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 20 |
| Total participants | 2019-01-01 | 20 |
| Number of participants with account balances | 2019-01-01 | 20 |
| 2018: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| Total of all active and inactive participants | 2018-01-01 | 20 |
| Total participants | 2018-01-01 | 20 |
| Number of participants with account balances | 2018-01-01 | 20 |
| 2017: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 20 |
| Total participants | 2017-01-01 | 20 |
| Number of participants with account balances | 2017-01-01 | 20 |
| 2016: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
| 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 | 22 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 22 |
| 2015: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| 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 | 21 |
| Total participants | 2015-01-01 | 21 |
| Number of participants with account balances | 2015-01-01 | 21 |
| 2014: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| 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 | 22 |
| Total participants | 2014-01-01 | 22 |
| Number of participants with account balances | 2014-01-01 | 22 |
| 2013: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
| 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 | 22 |
| Total participants | 2013-01-01 | 22 |
| Number of participants with account balances | 2013-01-01 | 22 |
| 2012: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
| 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 | 22 |
| Total participants | 2012-01-01 | 22 |
| Number of participants with account balances | 2012-01-01 | 22 |
| 2011: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 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 | 22 |
| 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 | 23 |
| Total participants | 2011-01-01 | 23 |
| Number of participants with account balances | 2011-01-01 | 23 |
| 2009: RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 19 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 20 |
| Total participants | 2009-01-01 | 20 |
| Number of participants with account balances | 2009-01-01 | 20 |
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $122,415 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $143,542 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $143,542 |
| Total plan assets at end of year | 2023-12-31 | $644,889 |
| Total plan assets at beginning of year | 2023-12-31 | $666,016 |
| Value of fidelity bond covering the plan | 2023-12-31 | $146,000 |
| Other income received | 2023-12-31 | $90,032 |
| Net income (gross income less expenses) | 2023-12-31 | $-21,127 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $644,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $666,016 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $32,383 |
| 2022 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-72,507 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $370,014 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $370,014 |
| Total plan assets at end of year | 2022-12-31 | $666,016 |
| Total plan assets at beginning of year | 2022-12-31 | $1,108,537 |
| Value of fidelity bond covering the plan | 2022-12-31 | $153,000 |
| Other income received | 2022-12-31 | $-111,134 |
| Net income (gross income less expenses) | 2022-12-31 | $-442,521 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $666,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,108,537 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $38,627 |
| 2021 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $152,199 |
| Total plan assets at end of year | 2021-12-31 | $1,108,537 |
| Total plan assets at beginning of year | 2021-12-31 | $956,338 |
| Value of fidelity bond covering the plan | 2021-12-31 | $151,000 |
| Other income received | 2021-12-31 | $109,192 |
| Net income (gross income less expenses) | 2021-12-31 | $152,199 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,108,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $956,338 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $43,007 |
| 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 | $43,007 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $43,007 |
| 2020 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $159,886 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $12,135 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $12,135 |
| Total plan assets at end of year | 2020-12-31 | $956,338 |
| Total plan assets at beginning of year | 2020-12-31 | $808,587 |
| Value of fidelity bond covering the plan | 2020-12-31 | $146,000 |
| Other income received | 2020-12-31 | $118,587 |
| Net income (gross income less expenses) | 2020-12-31 | $147,751 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $956,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $808,587 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $41,299 |
| 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 | $41,299 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $41,299 |
| 2019 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $174,276 |
| Total plan assets at end of year | 2019-12-31 | $808,587 |
| Total plan assets at beginning of year | 2019-12-31 | $634,311 |
| Value of fidelity bond covering the plan | 2019-12-31 | $145,000 |
| Other income received | 2019-12-31 | $135,415 |
| Net income (gross income less expenses) | 2019-12-31 | $174,276 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $808,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $634,311 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $38,861 |
| 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 | $38,861 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $38,861 |
| 2018 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-2,893 |
| Total plan assets at end of year | 2018-12-31 | $634,311 |
| Total plan assets at beginning of year | 2018-12-31 | $637,204 |
| Value of fidelity bond covering the plan | 2018-12-31 | $145,000 |
| Other income received | 2018-12-31 | $-39,990 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,893 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $634,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $637,204 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $37,097 |
| 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 | $37,097 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $37,097 |
| 2017 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $122,983 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,386 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $4,386 |
| Total plan assets at end of year | 2017-12-31 | $637,204 |
| Total plan assets at beginning of year | 2017-12-31 | $518,607 |
| Value of fidelity bond covering the plan | 2017-12-31 | $143,000 |
| Other income received | 2017-12-31 | $88,119 |
| Net income (gross income less expenses) | 2017-12-31 | $118,597 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $637,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $518,607 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $34,864 |
| 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 | $34,864 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $34,864 |
| 2016 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $74,315 |
| Total plan assets at end of year | 2016-12-31 | $518,607 |
| Total plan assets at beginning of year | 2016-12-31 | $444,292 |
| Value of fidelity bond covering the plan | 2016-12-31 | $140,000 |
| Other income received | 2016-12-31 | $41,935 |
| Net income (gross income less expenses) | 2016-12-31 | $74,315 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $518,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $444,292 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $32,380 |
| 2015 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $21,078 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $118,006 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $118,006 |
| Total plan assets at end of year | 2015-12-31 | $444,292 |
| Total plan assets at beginning of year | 2015-12-31 | $541,220 |
| Value of fidelity bond covering the plan | 2015-12-31 | $148,000 |
| Other income received | 2015-12-31 | $-9,140 |
| Net income (gross income less expenses) | 2015-12-31 | $-96,928 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $444,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $541,220 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,218 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $118,006 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $30,218 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $30,218 |
| 2014 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $57,022 |
| Total plan assets at end of year | 2014-12-31 | $541,220 |
| Total plan assets at beginning of year | 2014-12-31 | $484,198 |
| Value of fidelity bond covering the plan | 2014-12-31 | $148,000 |
| Other income received | 2014-12-31 | $28,389 |
| Net income (gross income less expenses) | 2014-12-31 | $57,022 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $541,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $484,198 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $28,633 |
| 2013 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $87,223 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,409 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,409 |
| Total plan assets at end of year | 2013-12-31 | $484,198 |
| Total plan assets at beginning of year | 2013-12-31 | $400,384 |
| Value of fidelity bond covering the plan | 2013-12-31 | $147,000 |
| Other income received | 2013-12-31 | $60,475 |
| Net income (gross income less expenses) | 2013-12-31 | $83,814 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $484,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $400,384 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,748 |
| 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 | $26,748 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $26,748 |
| 2012 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $69,396 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,217 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,217 |
| Total plan assets at end of year | 2012-12-31 | $400,384 |
| Total plan assets at beginning of year | 2012-12-31 | $337,205 |
| Value of fidelity bond covering the plan | 2012-12-31 | $143,000 |
| Other income received | 2012-12-31 | $39,543 |
| Net income (gross income less expenses) | 2012-12-31 | $63,179 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $400,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $337,205 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $29,853 |
| 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 | $29,853 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $29,853 |
| 2011 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $29,385 |
| Total plan assets at end of year | 2011-12-31 | $337,205 |
| Total plan assets at beginning of year | 2011-12-31 | $307,820 |
| Value of fidelity bond covering the plan | 2011-12-31 | $143,000 |
| Other income received | 2011-12-31 | $1,746 |
| Net income (gross income less expenses) | 2011-12-31 | $29,385 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $337,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $307,820 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $27,639 |
| 2010 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $55,379 |
| Total plan assets at end of year | 2010-12-31 | $307,820 |
| Total plan assets at beginning of year | 2010-12-31 | $252,441 |
| Value of fidelity bond covering the plan | 2010-12-31 | $142,000 |
| Other income received | 2010-12-31 | $30,342 |
| Net income (gross income less expenses) | 2010-12-31 | $55,379 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $307,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $252,441 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,037 |
| 2009 : RETIREMENT PLAN OF ALISON M. BYERS SEPARATE TRUST NO. 2 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 | $23,077 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $23,077 |