401k Plan data: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN plan

MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN
Plan identification number	002

MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

MICHAEL J. SARLO, A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J. SARLO, A SOLE PROPRIETOR

Employer identification number (EIN): 954320789

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 MICHAEL J. SARLO
002 2022-01-01
002 2022-01-01 MICHAEL J. SARLO
002 2021-01-01
002 2021-01-01 MICHAEL J. SARLO
002 2020-01-01
002 2019-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2013-01-01 MICHAEL SARLO 2014-04-11
002 2012-01-01 MICHAEL SARLO 2013-03-21
002 2011-01-01 MICHAEL SARLO
002 2009-01-01 MICHAEL SARLO

Plan Statistics for MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN

Measure Date Value
2023: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2011: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING 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 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
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
2009: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2011: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING 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	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
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
2009: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$561,897
Expenses. Total of all expenses incurred	2023-12-31	$9,896
Total plan assets at end of year	2023-12-31	$5,466,341
Total plan assets at beginning of year	2023-12-31	$4,914,340
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of loans (other than to participants)	2023-12-31	$5,319,835
Other income received	2023-12-31	$561,897
Net income (gross income less expenses)	2023-12-31	$552,001
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,466,341
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,914,340
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$9,896
2022 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$369,387
Expenses. Total of all expenses incurred	2022-12-31	$8,681
Total plan assets at end of year	2022-12-31	$4,914,340
Total plan assets at beginning of year	2022-12-31	$4,553,634
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of loans (other than to participants)	2022-12-31	$4,782,554
Other income received	2022-12-31	$369,387
Net income (gross income less expenses)	2022-12-31	$360,706
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,914,340
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,553,634
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,681
2021 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$406,836
Expenses. Total of all expenses incurred	2021-12-31	$8,710
Total plan assets at end of year	2021-12-31	$4,553,634
Total plan assets at beginning of year	2021-12-31	$4,155,508
Value of fidelity bond covering the plan	2021-12-31	$450,000
Assets. Value of loans (other than to participants)	2021-12-31	$4,410,572
Other income received	2021-12-31	$406,836
Net income (gross income less expenses)	2021-12-31	$398,126
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,553,634
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,155,508
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,710
2020 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$276,285
Expenses. Total of all expenses incurred	2020-12-31	$755
Total plan assets at end of year	2020-12-31	$4,155,508
Total plan assets at beginning of year	2020-12-31	$3,879,978
Value of fidelity bond covering the plan	2020-12-31	$400,000
Assets. Value of loans (other than to participants)	2020-12-31	$3,987,365
Other income received	2020-12-31	$276,285
Net income (gross income less expenses)	2020-12-31	$275,530
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,155,508
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,879,978
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$755
2019 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$362,576
Expenses. Total of all expenses incurred	2019-12-31	$570
Total plan assets at end of year	2019-12-31	$3,879,978
Total plan assets at beginning of year	2019-12-31	$3,517,972
Value of fidelity bond covering the plan	2019-12-31	$375,000
Assets. Value of loans (other than to participants)	2019-12-31	$3,556,717
Other income received	2019-12-31	$362,576
Net income (gross income less expenses)	2019-12-31	$362,006
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,879,978
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,517,972
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$570
2018 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$298,847
Expenses. Total of all expenses incurred	2018-12-31	$3,437
Benefits paid (including direct rollovers)	2018-12-31	$2,451
Total plan assets at end of year	2018-12-31	$3,517,972
Total plan assets at beginning of year	2018-12-31	$3,222,562
Value of fidelity bond covering the plan	2018-12-31	$325,000
Assets. Value of loans (other than to participants)	2018-12-31	$3,343,800
Other income received	2018-12-31	$298,847
Net income (gross income less expenses)	2018-12-31	$295,410
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,517,972
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,222,562
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$95,545
Expenses. Total of all expenses incurred	2017-12-31	$144
Total plan assets at end of year	2017-12-31	$3,222,562
Total plan assets at beginning of year	2017-12-31	$3,127,161
Value of fidelity bond covering the plan	2017-12-31	$313,000
Assets. Value of loans (other than to participants)	2017-12-31	$2,998,082
Other income received	2017-12-31	$95,545
Net income (gross income less expenses)	2017-12-31	$95,401
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,222,562
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,127,161
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$144
2016 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$438,076
Expenses. Total of all expenses incurred	2016-12-31	$463
Total plan assets at end of year	2016-12-31	$3,127,161
Total plan assets at beginning of year	2016-12-31	$2,689,548
Value of fidelity bond covering the plan	2016-12-31	$269,000
Assets. Value of loans (other than to participants)	2016-12-31	$2,985,257
Other income received	2016-12-31	$438,076
Net income (gross income less expenses)	2016-12-31	$437,613
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,127,161
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,689,548
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$463
2015 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$218,072
Expenses. Total of all expenses incurred	2015-12-31	$1,453
Total plan assets at end of year	2015-12-31	$2,689,548
Total plan assets at beginning of year	2015-12-31	$2,472,929
Value of fidelity bond covering the plan	2015-12-31	$250,000
Assets. Value of loans (other than to participants)	2015-12-31	$2,580,157
Other income received	2015-12-31	$218,072
Net income (gross income less expenses)	2015-12-31	$216,619
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,689,548
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,472,929
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,453
2011 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$7,466
Expenses. Total of all expenses incurred	2011-12-31	$55,692
Benefits paid (including direct rollovers)	2011-12-31	$53,500
Total plan assets at end of year	2011-12-31	$69,904
Total plan assets at beginning of year	2011-12-31	$118,130
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,192
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,466
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-48,226
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$69,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$118,130
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$119,592
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$182,302
Total plan assets at beginning of year	2010-12-31	$62,710
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$51,401
Other income received	2010-12-31	$4,019
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$119,592
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$182,302
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$62,710
Total contributions received or receivable from employer(s)	2010-12-31	$64,172
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN

2023: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL J. SARLO, A SOLE PROPRIETOR 401K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MICHAEL J. SARLO, A SOLE PROPRIETOR
Employer identification number (EIN):	954320789
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2023-01-01	MICHAEL J. SARLO
002	2022-01-01
002	2022-01-01	MICHAEL J. SARLO
002	2021-01-01
002	2021-01-01	MICHAEL J. SARLO
002	2020-01-01
002	2019-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2013-01-01	MICHAEL SARLO	2014-04-11
002	2012-01-01	MICHAEL SARLO	2013-03-21
002	2011-01-01	MICHAEL SARLO
002	2009-01-01	MICHAEL SARLO