MICHAEL J. ANTONELLO & ASSOC., LTD ANTONELLO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $-122,151 |
| Total plan assets at end of year | 2023-12-31 | $10,240,306 |
| Total plan assets at beginning of year | 2023-12-31 | $10,362,457 |
| Other income received | 2023-12-31 | $-122,151 |
| Net income (gross income less expenses) | 2023-12-31 | $-122,151 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $10,240,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,362,457 |
| Assets. Value of employer securities | 2023-12-31 | $10,240,306 |
| 2022 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-68,437 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,054 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $4,054 |
| Total plan assets at end of year | 2022-12-31 | $10,362,457 |
| Total plan assets at beginning of year | 2022-12-31 | $10,434,948 |
| Other income received | 2022-12-31 | $-68,437 |
| Net income (gross income less expenses) | 2022-12-31 | $-72,491 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,362,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,434,948 |
| Assets. Value of employer securities | 2022-12-31 | $10,362,457 |
| 2021 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-152,304 |
| Total plan assets at end of year | 2021-12-31 | $10,434,948 |
| Total plan assets at beginning of year | 2021-12-31 | $10,587,252 |
| Other income received | 2021-12-31 | $-152,304 |
| Net income (gross income less expenses) | 2021-12-31 | $-152,304 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,434,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,587,252 |
| Assets. Value of employer securities | 2021-12-31 | $10,430,900 |
| 2020 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $58,953 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $79,001 |
| Total plan assets at end of year | 2020-12-31 | $10,587,252 |
| Total plan assets at beginning of year | 2020-12-31 | $10,607,300 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $79,001 |
| Other income received | 2020-12-31 | $58,953 |
| Net income (gross income less expenses) | 2020-12-31 | $-20,048 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,587,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,607,300 |
| Assets. Value of employer securities | 2020-12-31 | $10,583,205 |
| 2019 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $24 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $272,415 |
| Total plan assets at end of year | 2019-12-31 | $10,607,300 |
| Total plan assets at beginning of year | 2019-12-31 | $10,879,691 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $272,415 |
| Other income received | 2019-12-31 | $24 |
| Net income (gross income less expenses) | 2019-12-31 | $-272,391 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,607,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,879,691 |
| Assets. Value of employer securities | 2019-12-31 | $10,603,255 |
| 2018 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $251,163 |
| Total plan assets at end of year | 2018-12-31 | $10,879,691 |
| Total plan assets at beginning of year | 2018-12-31 | $10,628,528 |
| Other income received | 2018-12-31 | $251,163 |
| Net income (gross income less expenses) | 2018-12-31 | $251,163 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,879,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,628,528 |
| Assets. Value of employer securities | 2018-12-31 | $10,875,671 |
| 2017 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $383,832 |
| Total plan assets at end of year | 2017-12-31 | $10,628,528 |
| Total plan assets at beginning of year | 2017-12-31 | $10,244,696 |
| Other income received | 2017-12-31 | $383,832 |
| Net income (gross income less expenses) | 2017-12-31 | $383,832 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,628,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,244,696 |
| Assets. Value of employer securities | 2017-12-31 | $10,628,528 |
| 2016 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-877,381 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $476,308 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $398,775 |
| Total plan assets at end of year | 2016-12-31 | $10,244,696 |
| Total plan assets at beginning of year | 2016-12-31 | $11,598,385 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $77,533 |
| Other income received | 2016-12-31 | $-877,381 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,353,689 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,244,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,598,385 |
| Assets. Value of employer securities | 2016-12-31 | $10,244,696 |
| 2015 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $114,768 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,066,481 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,235,889 |
| Total plan assets at end of year | 2015-12-31 | $11,598,385 |
| Total plan assets at beginning of year | 2015-12-31 | $13,550,098 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $830,592 |
| Other income received | 2015-12-31 | $114,768 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,951,713 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,598,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,550,098 |
| Assets. Value of employer securities | 2015-12-31 | $11,598,385 |
| 2014 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $857,215 |
| Total plan assets at end of year | 2014-12-31 | $13,550,098 |
| Total plan assets at beginning of year | 2014-12-31 | $12,692,883 |
| Other income received | 2014-12-31 | $857,215 |
| Net income (gross income less expenses) | 2014-12-31 | $857,215 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,550,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,692,883 |
| Assets. Value of employer securities | 2014-12-31 | $13,550,098 |
| 2013 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $21,706 |
| Total plan assets at end of year | 2013-12-31 | $12,692,883 |
| Total plan assets at beginning of year | 2013-12-31 | $12,671,177 |
| Other income received | 2013-12-31 | $21,706 |
| Net income (gross income less expenses) | 2013-12-31 | $21,706 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,692,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,671,177 |
| Assets. Value of employer securities | 2013-12-31 | $12,692,883 |
| 2012 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-3,224,525 |
| Total plan assets at end of year | 2012-12-31 | $12,671,177 |
| Total plan assets at beginning of year | 2012-12-31 | $15,895,702 |
| Other income received | 2012-12-31 | $-3,224,525 |
| Net income (gross income less expenses) | 2012-12-31 | $-3,224,525 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $12,671,177 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,895,702 |
| Assets. Value of employer securities | 2012-12-31 | $12,671,177 |
| 2011 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $621,876 |
| Total plan assets at end of year | 2011-12-31 | $15,895,702 |
| Total plan assets at beginning of year | 2011-12-31 | $15,273,826 |
| Other income received | 2011-12-31 | $621,876 |
| Net income (gross income less expenses) | 2011-12-31 | $621,876 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $15,895,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,273,826 |
| Assets. Value of employer securities | 2011-12-31 | $15,895,702 |
| 2010 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-2,352,861 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,003 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $10,003 |
| Total plan assets at end of year | 2010-12-31 | $15,273,826 |
| Total plan assets at beginning of year | 2010-12-31 | $17,636,690 |
| Other income received | 2010-12-31 | $-2,352,861 |
| Net income (gross income less expenses) | 2010-12-31 | $-2,362,864 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $15,273,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,636,690 |
| Assets. Value of employer securities | 2010-12-31 | $15,273,826 |
| 2023: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |