SHEA & MCINTYRE, APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-12 | 250 |
| Net assets as of the end of the plan year | 2025-08-12 | 4407533 |
| Total assets as of the beginning of the plan year | 2025-08-12 | 3709496 |
| Value of plan covered by a fidelity bond | 2025-08-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-12 | 65550 |
| Value of participant loans at end of plan year | 2025-08-12 | 43017 |
| Other expenses paid from plan in this plan year | 2025-08-12 | 0 |
| Other contributions to plan in this plan year | 2025-08-12 | 0 |
| Other income to plan in this plan year | 2025-08-12 | 520855 |
| Plan net income in this plan year | 2025-08-12 | 698037 |
| Net assets as of the end of the plan year | 2025-08-12 | 4407533 |
| Net assets as of the beginning of the plan year | 2025-08-12 | 3709496 |
| Value of contributions failed to transmitted timely | 2025-08-12 | 5087 |
| Employer contributions to plan in this plan year | 2025-08-12 | 111882 |
| Fees paid to broker by Benefit Provider | 2025-08-12 | 13737 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-12 | 250 |
| 2024 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 0 |
| Net assets as of the end of the plan year | 2024-09-26 | 3709496 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 3024075 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 250000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 64200 |
| Other expenses paid from plan in this plan year | 2024-09-26 | 0 |
| Other contributions to plan in this plan year | 2024-09-26 | 0 |
| Other income to plan in this plan year | 2024-09-26 | 513062 |
| Plan net income in this plan year | 2024-09-26 | 685421 |
| Net assets as of the end of the plan year | 2024-09-26 | 3709496 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 3024075 |
| Employer contributions to plan in this plan year | 2024-09-26 | 108159 |
| Fees paid to broker by Benefit Provider | 2024-09-26 | 11262 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 0 |
| 2022 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-22 | 0 |
| Net assets as of the end of the plan year | 2022-06-22 | 3434360 |
| Total assets as of the beginning of the plan year | 2022-06-22 | 2879553 |
| Value of plan covered by a fidelity bond | 2022-06-22 | 250000 |
| Participant contributions to plan in this plan year | 2022-06-22 | 52000 |
| Value of participant loans at end of plan year | 2022-06-22 | 26910 |
| Other expenses paid from plan in this plan year | 2022-06-22 | 0 |
| Other contributions to plan in this plan year | 2022-06-22 | 0 |
| Other income to plan in this plan year | 2022-06-22 | 403889 |
| Plan net income in this plan year | 2022-06-22 | 554807 |
| Net assets as of the end of the plan year | 2022-06-22 | 3434360 |
| Net assets as of the beginning of the plan year | 2022-06-22 | 2879553 |
| Employer contributions to plan in this plan year | 2022-06-22 | 98918 |
| Fees paid to broker by Benefit Provider | 2022-06-22 | 10663 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-22 | 0 |
| 2013 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $193,028 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16,036 |
| Total plan assets at end of year | 2013-12-31 | $982,849 |
| Total plan assets at beginning of year | 2013-12-31 | $805,857 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $43,192 |
| Other income received | 2013-12-31 | $140,797 |
| Net income (gross income less expenses) | 2013-12-31 | $176,992 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $982,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $805,857 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,039 |
| Value of corrective distributions | 2013-12-31 | $15,443 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $593 |
| 2012 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $128,203 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $139,394 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $139,394 |
| Total plan assets at end of year | 2012-12-31 | $805,857 |
| Total plan assets at beginning of year | 2012-12-31 | $817,048 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $47,253 |
| Other income received | 2012-12-31 | $72,593 |
| Net income (gross income less expenses) | 2012-12-31 | $-11,191 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $805,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $817,048 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,357 |
| 2011 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $51,853 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,499 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,499 |
| Total plan assets at end of year | 2011-12-31 | $817,048 |
| Total plan assets at beginning of year | 2011-12-31 | $766,694 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $46,448 |
| Other income received | 2011-12-31 | $-3,006 |
| Net income (gross income less expenses) | 2011-12-31 | $50,354 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $817,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $766,694 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,411 |
| 2010 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $136,679 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $82,337 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $82,337 |
| Total plan assets at end of year | 2010-12-31 | $766,694 |
| Total plan assets at beginning of year | 2010-12-31 | $712,352 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $65,816 |
| Other income received | 2010-12-31 | $61,713 |
| Net income (gross income less expenses) | 2010-12-31 | $54,342 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $766,694 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $712,352 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,150 |
| 2009 : SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 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: SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 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: SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 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: SHEA & MCINTYRE, APC RETIREMENT SAVINGS PLAN & TRUST 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 |
