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Plan Name | SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SPERRY & ASSOCIATES, INC. |
Employer identification number (EIN): | 591481055 |
NAIC Classification: | 236200 |
Additional information about SPERRY & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1992-07-15 |
Company Identification Number: | 19921048353 |
Legal Registered Office Address: |
440 SEMINOLE CT ZEPHYR COVE United States of America (USA) 89448 |
More information about SPERRY & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | BARTLETT C. WELLS | 2023-10-10 | BARTLETT C. WELLS | 2023-10-10 |
002 | 2021-01-01 | TONY C. BENTON | 2022-05-25 | TONY C. BENTON | 2022-05-25 |
002 | 2020-01-01 | TONY C. BENTON | 2021-08-20 | TONY C. BENTON | 2021-08-20 |
002 | 2019-01-01 | TONY C. BENTON | 2020-08-12 | TONY C. BENTON | 2020-08-12 |
002 | 2018-01-01 | CANITA GUNTER PETERSON | |||
002 | 2017-01-01 | CANITA GUNTER PETERSON | |||
002 | 2016-01-01 | CANITA GUNTER PETERSON | |||
002 | 2015-01-01 | CANITA GUNTER PETERSON | |||
002 | 2014-01-01 | CANITA GUNTER PETERSON | |||
002 | 2013-01-01 | CANITA GUNTER PETERSON | |||
002 | 2012-01-01 | CANITA GUNTER PETERSON | |||
002 | 2011-01-01 | CANITA GUNTER PETERSON | |||
002 | 2009-01-01 | ||||
002 | 2009-01-01 | CANITA GUNTER PETERSON | |||
002 | 2009-01-01 | CANITA GUNTER PETERSON |
Measure | Date | Value |
---|---|---|
2022: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 47 |
Number of participants with account balances | 2022-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 49 |
Number of participants with account balances | 2021-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 55 |
Number of participants with account balances | 2020-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 58 |
Number of participants with account balances | 2019-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 56 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 53 |
Number of participants with account balances | 2017-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 50 |
Total participants | 2016-01-01 | 50 |
Number of participants with account balances | 2016-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 48 |
Total participants | 2015-01-01 | 48 |
Number of participants with account balances | 2015-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 45 |
Total participants | 2014-01-01 | 45 |
Number of participants with account balances | 2014-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 44 |
Total participants | 2013-01-01 | 44 |
Number of participants with account balances | 2013-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
Total of all active and inactive participants | 2012-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 48 |
Number of participants with account balances | 2012-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 24 |
Total of all active and inactive participants | 2011-01-01 | 57 |
Total participants | 2011-01-01 | 57 |
Number of participants with account balances | 2011-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 68 |
Total participants | 2009-01-01 | 68 |
Number of participants with account balances | 2009-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $133,598 |
Expenses. Total of all expenses incurred | 2022-12-31 | $215,423 |
Benefits paid (including direct rollovers) | 2022-12-31 | $208,983 |
Total plan assets at end of year | 2022-12-31 | $2,680,370 |
Total plan assets at beginning of year | 2022-12-31 | $2,762,195 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,440 |
Other income received | 2022-12-31 | $22,591 |
Net income (gross income less expenses) | 2022-12-31 | $-81,825 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,680,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,762,195 |
Assets. Value of employer securities | 2022-12-31 | $2,060,484 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $111,007 |
2021 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $120,475 |
Expenses. Total of all expenses incurred | 2021-12-31 | $57,712 |
Benefits paid (including direct rollovers) | 2021-12-31 | $48,450 |
Total plan assets at end of year | 2021-12-31 | $2,762,195 |
Total plan assets at beginning of year | 2021-12-31 | $2,699,432 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $9,262 |
Other income received | 2021-12-31 | $120,475 |
Net income (gross income less expenses) | 2021-12-31 | $62,763 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,762,195 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,699,432 |
Assets. Value of employer securities | 2021-12-31 | $1,944,383 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $444,344 |
Expenses. Total of all expenses incurred | 2020-12-31 | $92,061 |
Benefits paid (including direct rollovers) | 2020-12-31 | $85,826 |
Total plan assets at end of year | 2020-12-31 | $2,699,432 |
Total plan assets at beginning of year | 2020-12-31 | $2,347,149 |
Value of fidelity bond covering the plan | 2020-12-31 | $234,715 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $6,235 |
Other income received | 2020-12-31 | $244,344 |
Net income (gross income less expenses) | 2020-12-31 | $352,283 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,699,432 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,347,149 |
Assets. Value of employer securities | 2020-12-31 | $1,897,880 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $493,835 |
Expenses. Total of all expenses incurred | 2019-12-31 | $25,010 |
Benefits paid (including direct rollovers) | 2019-12-31 | $20,000 |
Total plan assets at end of year | 2019-12-31 | $2,347,149 |
Total plan assets at beginning of year | 2019-12-31 | $1,878,324 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,010 |
Other income received | 2019-12-31 | $293,835 |
Net income (gross income less expenses) | 2019-12-31 | $468,825 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,347,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,878,324 |
Assets. Value of employer securities | 2019-12-31 | $1,712,180 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $23,581 |
Expenses. Total of all expenses incurred | 2018-12-31 | $24,095 |
Benefits paid (including direct rollovers) | 2018-12-31 | $20,000 |
Total plan assets at end of year | 2018-12-31 | $1,878,324 |
Total plan assets at beginning of year | 2018-12-31 | $1,878,838 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,095 |
Other income received | 2018-12-31 | $-1,419 |
Net income (gross income less expenses) | 2018-12-31 | $-514 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,878,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,878,838 |
Assets. Value of employer securities | 2018-12-31 | $1,479,978 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $25,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $160,174 |
Expenses. Total of all expenses incurred | 2017-12-31 | $67,053 |
Benefits paid (including direct rollovers) | 2017-12-31 | $61,994 |
Total plan assets at end of year | 2017-12-31 | $1,878,838 |
Total plan assets at beginning of year | 2017-12-31 | $1,785,717 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,059 |
Other income received | 2017-12-31 | $110,174 |
Net income (gross income less expenses) | 2017-12-31 | $93,121 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,878,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,785,717 |
Assets. Value of employer securities | 2017-12-31 | $1,468,430 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $50,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $606,304 |
Expenses. Total of all expenses incurred | 2016-12-31 | $108,292 |
Benefits paid (including direct rollovers) | 2016-12-31 | $103,742 |
Total plan assets at end of year | 2016-12-31 | $1,785,717 |
Total plan assets at beginning of year | 2016-12-31 | $1,287,705 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,550 |
Other income received | 2016-12-31 | $456,304 |
Net income (gross income less expenses) | 2016-12-31 | $498,012 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,785,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,287,705 |
Assets. Value of employer securities | 2016-12-31 | $1,445,023 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $150,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $116,035 |
Expenses. Total of all expenses incurred | 2015-12-31 | $170,228 |
Benefits paid (including direct rollovers) | 2015-12-31 | $165,060 |
Total plan assets at end of year | 2015-12-31 | $1,287,705 |
Total plan assets at beginning of year | 2015-12-31 | $1,341,898 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,168 |
Other income received | 2015-12-31 | $68,035 |
Net income (gross income less expenses) | 2015-12-31 | $-54,193 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,287,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,341,898 |
Assets. Value of employer securities | 2015-12-31 | $1,006,835 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $48,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $113,701 |
Expenses. Total of all expenses incurred | 2014-12-31 | $149,245 |
Benefits paid (including direct rollovers) | 2014-12-31 | $142,627 |
Total plan assets at end of year | 2014-12-31 | $1,341,898 |
Total plan assets at beginning of year | 2014-12-31 | $1,377,442 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,618 |
Other income received | 2014-12-31 | $53,701 |
Net income (gross income less expenses) | 2014-12-31 | $-35,544 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,341,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,377,442 |
Assets. Value of employer securities | 2014-12-31 | $941,294 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $60,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $109,994 |
Expenses. Total of all expenses incurred | 2013-12-31 | $155,778 |
Benefits paid (including direct rollovers) | 2013-12-31 | $132,317 |
Total plan assets at end of year | 2013-12-31 | $1,377,442 |
Total plan assets at beginning of year | 2013-12-31 | $1,423,226 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $23,461 |
Other income received | 2013-12-31 | $69,994 |
Net income (gross income less expenses) | 2013-12-31 | $-45,784 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,377,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,423,226 |
Assets. Value of employer securities | 2013-12-31 | $917,886 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $32,692 |
Expenses. Total of all expenses incurred | 2012-12-31 | $141,068 |
Benefits paid (including direct rollovers) | 2012-12-31 | $120,161 |
Total plan assets at end of year | 2012-12-31 | $1,423,226 |
Total plan assets at beginning of year | 2012-12-31 | $1,531,602 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $20,907 |
Other income received | 2012-12-31 | $32,692 |
Net income (gross income less expenses) | 2012-12-31 | $-108,376 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,423,226 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,531,602 |
Assets. Value of employer securities | 2012-12-31 | $908,835 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-597,413 |
Expenses. Total of all expenses incurred | 2011-12-31 | $167,412 |
Benefits paid (including direct rollovers) | 2011-12-31 | $143,391 |
Total plan assets at end of year | 2011-12-31 | $1,531,602 |
Total plan assets at beginning of year | 2011-12-31 | $2,296,427 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $24,021 |
Other income received | 2011-12-31 | $-597,413 |
Net income (gross income less expenses) | 2011-12-31 | $-764,825 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,531,602 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,296,427 |
Assets. Value of employer securities | 2011-12-31 | $955,338 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $-328,488 |
Expenses. Total of all expenses incurred | 2010-12-31 | $127,342 |
Benefits paid (including direct rollovers) | 2010-12-31 | $104,314 |
Total plan assets at end of year | 2010-12-31 | $2,296,427 |
Total plan assets at beginning of year | 2010-12-31 | $2,752,257 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $23,028 |
Other income received | 2010-12-31 | $-328,488 |
Net income (gross income less expenses) | 2010-12-31 | $-455,830 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,296,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,752,257 |
Assets. Value of employer securities | 2010-12-31 | $1,557,067 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2022: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 |
2009: SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP 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 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |