HARVEY & STUCKEL CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARVEY & STUCKEL CHARTERED 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2025: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-09 | 5 |
| Total number of particpants at end of year | 2025-07-09 | 4 |
| Number of Participants With Account Balances | 2025-07-09 | 4 |
| 2024: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-29 | 5 |
| Total number of particpants at end of year | 2024-07-29 | 4 |
| Number of Participants With Account Balances | 2024-07-29 | 4 |
| 2022: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-02 | 7 |
| Total number of particpants at end of year | 2022-08-02 | 5 |
| Number of Participants With Account Balances | 2022-08-02 | 5 |
| 2011: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Number of participants with account balances | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 9406 |
| Net assets as of the end of the plan year | 2025-07-09 | 886784 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 789271 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 8378 |
| Value of participant loans at end of plan year | 2025-07-09 | 29114 |
| Other contributions to plan in this plan year | 2025-07-09 | 0 |
| Other income to plan in this plan year | 2025-07-09 | 92954 |
| Plan net income in this plan year | 2025-07-09 | 97513 |
| Net assets as of the end of the plan year | 2025-07-09 | 886784 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 789271 |
| Employer contributions to plan in this plan year | 2025-07-09 | 5587 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 9406 |
| 2024 : HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 268213 |
| Net assets as of the end of the plan year | 2024-07-29 | 789271 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 893193 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 9326 |
| Value of participant loans at end of plan year | 2024-07-29 | 25564 |
| Other contributions to plan in this plan year | 2024-07-29 | 0 |
| Other income to plan in this plan year | 2024-07-29 | 148504 |
| Plan net income in this plan year | 2024-07-29 | -103922 |
| Net assets as of the end of the plan year | 2024-07-29 | 789271 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 893193 |
| Employer contributions to plan in this plan year | 2024-07-29 | 6461 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 9719 |
| 2022 : HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-02 | 1182430 |
| Net assets as of the end of the plan year | 2022-08-02 | 1047115 |
| Total assets as of the beginning of the plan year | 2022-08-02 | 1996289 |
| Value of plan covered by a fidelity bond | 2022-08-02 | 200000 |
| Participant contributions to plan in this plan year | 2022-08-02 | 9269 |
| Value of participant loans at end of plan year | 2022-08-02 | 43670 |
| Other contributions to plan in this plan year | 2022-08-02 | 0 |
| Other income to plan in this plan year | 2022-08-02 | 218481 |
| Plan net income in this plan year | 2022-08-02 | -949174 |
| Net assets as of the end of the plan year | 2022-08-02 | 1047115 |
| Net assets as of the beginning of the plan year | 2022-08-02 | 1996289 |
| Employer contributions to plan in this plan year | 2022-08-02 | 5506 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-02 | 14168 |
| 2011 : HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $32,232 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,891 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $15,612 |
| Total plan assets at end of year | 2011-12-31 | $568,840 |
| Total plan assets at beginning of year | 2011-12-31 | $552,499 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,237 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $3,394 |
| Other income received | 2011-12-31 | $-20,111 |
| Net income (gross income less expenses) | 2011-12-31 | $16,341 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $568,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $552,499 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,712 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $279 |
| 2010 : HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $135,057 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,398 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $552,499 |
| Total plan assets at beginning of year | 2010-12-31 | $419,840 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $44,492 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $74,278 |
| Net income (gross income less expenses) | 2010-12-31 | $132,659 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $552,499 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $419,840 |
| Assets. Value of participant loans | 2010-12-31 | $25,826 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,287 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $2,198 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
| 2011: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 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 benefit arrangement – Insurance | Yes |
| 2010: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HARVEY & STUCKEL CHARTERED 401 (K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 benefit arrangement – Insurance | Yes |
