| Plan Name | ST. CLAIR ADVISORS SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | ST. CLAIR ADVISORS, LLC |
| Employer identification number (EIN): | 261481384 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-07-01 | MATT APPENZELLER | 2022-11-29 |
| Measure | Date | Value |
|---|---|---|
| 2024: ST. CLAIR ADVISORS SOCA BENEFIT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-11-29 | 6 |
| Total number of particpants at end of year | 2024-11-29 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ST. CLAIR ADVISORS SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 3140 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 2702 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 75921 |
| Net assets as of the end of the plan year | 2024-11-29 | 4602 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 3597 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 758 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 624 |
| Plan net income in this plan year | 2024-11-29 | 567 |
| Net assets as of the end of the plan year | 2024-11-29 | 1462 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 895 |
| Employer contributions to plan in this plan year | 2024-11-29 | 75106 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 4942 |