WILLIAM SOPKO & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC.
| Measure | Date | Value |
|---|
| 2025 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-02 | 422219 |
| Net assets as of the end of the plan year | 2025-09-02 | 1631773 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 1780330 |
| Value of plan covered by a fidelity bond | 2025-09-02 | 179000 |
| Participant contributions to plan in this plan year | 2025-09-02 | 75846 |
| Other income to plan in this plan year | 2025-09-02 | 172198 |
| Plan net income in this plan year | 2025-09-02 | -148557 |
| Net assets as of the end of the plan year | 2025-09-02 | 1631773 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 1780330 |
| Employer contributions to plan in this plan year | 2025-09-02 | 25618 |
| Fees paid to broker by Benefit Provider | 2025-09-02 | 351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-02 | 3737 |
| 2024 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-13 | 31997 |
| Net assets as of the end of the plan year | 2024-08-13 | 1780330 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 1490548 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 81766 |
| Other income to plan in this plan year | 2024-08-13 | 215754 |
| Plan net income in this plan year | 2024-08-13 | 289782 |
| Net assets as of the end of the plan year | 2024-08-13 | 1780330 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 1490548 |
| Employer contributions to plan in this plan year | 2024-08-13 | 24259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 3028 |
| 2022 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-26 | 4084 |
| Net assets as of the end of the plan year | 2022-05-26 | 1662306 |
| Total assets as of the beginning of the plan year | 2022-05-26 | 1405088 |
| Value of plan covered by a fidelity bond | 2022-05-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-26 | 69846 |
| Other income to plan in this plan year | 2022-05-26 | 165237 |
| Plan net income in this plan year | 2022-05-26 | 257218 |
| Net assets as of the end of the plan year | 2022-05-26 | 1662306 |
| Net assets as of the beginning of the plan year | 2022-05-26 | 1405088 |
| Employer contributions to plan in this plan year | 2022-05-26 | 26219 |
| Fees paid to broker by Benefit Provider | 2022-05-26 | 798 |
| 2015 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-22,660 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,899,027 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,816,928 |
| Total plan assets at end of year | 2015-12-31 | $5,202,390 |
| Total plan assets at beginning of year | 2015-12-31 | $8,124,077 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $-78,257 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,921,687 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,202,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,124,077 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,597 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $82,099 |
| 2014 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $593,384 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $97,932 |
| Total plan assets at end of year | 2014-12-31 | $8,124,077 |
| Total plan assets at beginning of year | 2014-12-31 | $7,628,625 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $526,779 |
| Net income (gross income less expenses) | 2014-12-31 | $495,452 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,124,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,628,625 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $66,605 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $97,932 |
| 2013 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $962,001 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $585,092 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $504,379 |
| Total plan assets at end of year | 2013-12-31 | $7,628,625 |
| Total plan assets at beginning of year | 2013-12-31 | $7,251,716 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $901,225 |
| Net income (gross income less expenses) | 2013-12-31 | $376,909 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,628,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,251,716 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $60,776 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $80,713 |
| 2012 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $448,123 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $87,978 |
| Total plan assets at end of year | 2012-12-31 | $7,251,716 |
| Total plan assets at beginning of year | 2012-12-31 | $6,891,571 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $382,794 |
| Net income (gross income less expenses) | 2012-12-31 | $360,145 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,251,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,891,571 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $65,329 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $87,978 |
| 2011 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-17,049 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $77,258 |
| Total plan assets at end of year | 2011-12-31 | $6,891,571 |
| Total plan assets at beginning of year | 2011-12-31 | $6,985,878 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $280 |
| Other income received | 2011-12-31 | $-79,907 |
| Net income (gross income less expenses) | 2011-12-31 | $-94,307 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,891,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,985,878 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,578 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $77,258 |
| 2010 : PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $716,831 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $87,298 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $20,436 |
| Total plan assets at end of year | 2010-12-31 | $6,985,878 |
| Total plan assets at beginning of year | 2010-12-31 | $6,356,345 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $642,839 |
| Net income (gross income less expenses) | 2010-12-31 | $629,533 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,985,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,356,345 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $73,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $66,862 |
| 2015: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN AND TRUST OF WILLIAM SOPKO & SONS, INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
