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MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST
Plan identification number 001

MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

MICHAEL J. ANTONELLO & ASSOC., LTD ANTONELLO has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. ANTONELLO & ASSOC., LTD ANTONELLO
Employer identification number (EIN):411923362
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PATRICK M MURRY
0012023-01-01
0012023-01-01PATRICK M MURRY
0012022-01-01
0012022-01-01PATRICK M MURRY
0012021-01-01
0012021-01-01PATRICK M MURRY
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICK M MURRY
0012016-01-01PATRICK M. MURRY
0012015-01-01PATRICK M. MURRY
0012014-01-01PATRICK M. MURRY
0012013-01-01PATRICK M. MURRY
0012012-01-01PATRICK M. MURRY
0012011-01-01MICHAEL J. MURRY
0012010-01-01MICHAEL J. MURRY
0012009-01-01MICHAEL J MURRY

Financial Data on 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 sources2023-12-31$-122,151
Total plan assets at end of year2023-12-31$10,240,306
Total plan assets at beginning of year2023-12-31$10,362,457
Other income received2023-12-31$-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 securities2023-12-31$10,240,306
2022 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-68,437
Expenses. Total of all expenses incurred2022-12-31$4,054
Benefits paid (including direct rollovers)2022-12-31$4,054
Total plan assets at end of year2022-12-31$10,362,457
Total plan assets at beginning of year2022-12-31$10,434,948
Other income received2022-12-31$-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 securities2022-12-31$10,362,457
2021 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$-152,304
Total plan assets at end of year2021-12-31$10,434,948
Total plan assets at beginning of year2021-12-31$10,587,252
Other income received2021-12-31$-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 securities2021-12-31$10,430,900
2020 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$58,953
Expenses. Total of all expenses incurred2020-12-31$79,001
Total plan assets at end of year2020-12-31$10,587,252
Total plan assets at beginning of year2020-12-31$10,607,300
Expenses. Other expenses not covered elsewhere2020-12-31$79,001
Other income received2020-12-31$58,953
Net income (gross income less expenses)2020-12-31$-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 securities2020-12-31$10,583,205
2019 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$24
Expenses. Total of all expenses incurred2019-12-31$272,415
Total plan assets at end of year2019-12-31$10,607,300
Total plan assets at beginning of year2019-12-31$10,879,691
Expenses. Other expenses not covered elsewhere2019-12-31$272,415
Other income received2019-12-31$24
Net income (gross income less expenses)2019-12-31$-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 securities2019-12-31$10,603,255
2018 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$251,163
Total plan assets at end of year2018-12-31$10,879,691
Total plan assets at beginning of year2018-12-31$10,628,528
Other income received2018-12-31$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 securities2018-12-31$10,875,671
2017 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$383,832
Total plan assets at end of year2017-12-31$10,628,528
Total plan assets at beginning of year2017-12-31$10,244,696
Other income received2017-12-31$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 securities2017-12-31$10,628,528
2016 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$-877,381
Expenses. Total of all expenses incurred2016-12-31$476,308
Benefits paid (including direct rollovers)2016-12-31$398,775
Total plan assets at end of year2016-12-31$10,244,696
Total plan assets at beginning of year2016-12-31$11,598,385
Expenses. Other expenses not covered elsewhere2016-12-31$77,533
Other income received2016-12-31$-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 securities2016-12-31$10,244,696
2015 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$114,768
Expenses. Total of all expenses incurred2015-12-31$2,066,481
Benefits paid (including direct rollovers)2015-12-31$1,235,889
Total plan assets at end of year2015-12-31$11,598,385
Total plan assets at beginning of year2015-12-31$13,550,098
Expenses. Other expenses not covered elsewhere2015-12-31$830,592
Other income received2015-12-31$114,768
Net income (gross income less expenses)2015-12-31$-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 securities2015-12-31$11,598,385
2014 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$857,215
Total plan assets at end of year2014-12-31$13,550,098
Total plan assets at beginning of year2014-12-31$12,692,883
Other income received2014-12-31$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 securities2014-12-31$13,550,098
2013 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$21,706
Total plan assets at end of year2013-12-31$12,692,883
Total plan assets at beginning of year2013-12-31$12,671,177
Other income received2013-12-31$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 securities2013-12-31$12,692,883
2012 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$-3,224,525
Total plan assets at end of year2012-12-31$12,671,177
Total plan assets at beginning of year2012-12-31$15,895,702
Other income received2012-12-31$-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 securities2012-12-31$12,671,177
2011 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$621,876
Total plan assets at end of year2011-12-31$15,895,702
Total plan assets at beginning of year2011-12-31$15,273,826
Other income received2011-12-31$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 securities2011-12-31$15,895,702
2010 : MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$-2,352,861
Expenses. Total of all expenses incurred2010-12-31$10,003
Benefits paid (including direct rollovers)2010-12-31$10,003
Total plan assets at end of year2010-12-31$15,273,826
Total plan assets at beginning of year2010-12-31$17,636,690
Other income received2010-12-31$-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 securities2010-12-31$15,273,826

Form 5500 Responses for MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST

2023: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL J. ANTONELLO AND ASSOCIATES, LTD. ESOP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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