401k Plan data: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN plan

RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN
Plan identification number	003

RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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).
Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

RICHARD C. SLADE & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: RICHARD C. SLADE & ASSOCIATES, LLC

Employer identification number (EIN): 954711388

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RICHARD C. SLADE 2024-10-10 RICHARD C. SLADE 2024-10-10
003 2022-01-01 RICHARD C. SLADE 2023-10-09 RICHARD C. SLADE 2023-10-09
003 2021-01-01 RICHARD C. SLADE 2022-10-11 RICHARD C. SLADE 2022-10-11
003 2020-01-01 RICHARD C. SLADE 2021-10-07
003 2019-01-01 RICHARD C. SLADE 2020-07-17 RICHARD C. SLADE 2020-07-17
003 2019-01-01 RICHARD C. SLADE 2021-10-05 RICHARD C. SLADE 2021-10-05
003 2016-11-01
003 2015-11-01
003 2014-11-01
003 2013-11-01 RICHARD C. SLADE
003 2012-11-01 RICHARD C. SLADE
003 2011-11-01 RICHARD C. SLADE
003 2010-11-01 RICHARD C. SLADE 2012-07-03
003 2009-11-01 RICHARD C. SLADE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	RICHARD C. SLADE	2024-10-10	RICHARD C. SLADE	2024-10-10
003	2022-01-01	RICHARD C. SLADE	2023-10-09	RICHARD C. SLADE	2023-10-09
003	2021-01-01	RICHARD C. SLADE	2022-10-11	RICHARD C. SLADE	2022-10-11
003	2020-01-01	RICHARD C. SLADE	2021-10-07
003	2019-01-01	RICHARD C. SLADE	2020-07-17	RICHARD C. SLADE	2020-07-17
003	2019-01-01	RICHARD C. SLADE	2021-10-05	RICHARD C. SLADE	2021-10-05
003	2016-11-01
003	2015-11-01
003	2014-11-01
003	2013-11-01	RICHARD C. SLADE
003	2012-11-01	RICHARD C. SLADE
003	2011-11-01	RICHARD C. SLADE
003	2010-11-01	RICHARD C. SLADE	2012-07-03
003	2009-11-01	RICHARD C. SLADE

Plan Statistics for RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 12
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 0
Total of all active and inactive participants 2023-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 12
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
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 0
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 1
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2016: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 8
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 8
Number of participants with account balances 2016-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 8
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 8
Number of participants with account balances 2015-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 8
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 8
Number of participants with account balances 2014-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 8
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 8
Number of participants with account balances 2013-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 7
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 7
Number of participants with account balances 2012-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 6
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 6
Number of participants with account balances 2011-11-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 7
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 1
Total of all active and inactive participants 2009-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 8
Number of participants with account balances 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2023: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	12
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	0
Total of all active and inactive participants	2023-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	12
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
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	0
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	1
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2016: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	8
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	8
Number of participants with account balances	2016-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	8
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	8
Number of participants with account balances	2015-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	8
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	8
Number of participants with account balances	2014-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	8
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	8
Number of participants with account balances	2013-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	7
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	7
Number of participants with account balances	2012-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	6
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	6
Number of participants with account balances	2011-11-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	7
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	1
Total of all active and inactive participants	2009-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	8
Number of participants with account balances	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2023 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$407,083
Expenses. Total of all expenses incurred	2023-12-31	$37,703
Benefits paid (including direct rollovers)	2023-12-31	$29,158
Total plan assets at end of year	2023-12-31	$1,435,373
Total plan assets at beginning of year	2023-12-31	$1,065,993
Value of fidelity bond covering the plan	2023-12-31	$300,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$126,035
Other income received	2023-12-31	$133,227
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$369,380
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,435,373
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,065,993
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$73,276
Total contributions received or receivable from employer(s)	2023-12-31	$147,821
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,545
2022 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-11,621
Expenses. Total of all expenses incurred	2022-12-31	$595,295
Benefits paid (including direct rollovers)	2022-12-31	$586,413
Total plan assets at end of year	2022-12-31	$1,065,993
Total plan assets at beginning of year	2022-12-31	$1,672,909
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-172,254
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-606,916
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,065,993
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,672,909
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$75,340
Total contributions received or receivable from employer(s)	2022-12-31	$160,633
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,882
2021 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$323,200
Expenses. Total of all expenses incurred	2021-12-31	$201,804
Benefits paid (including direct rollovers)	2021-12-31	$188,861
Total plan assets at end of year	2021-12-31	$1,672,909
Total plan assets at beginning of year	2021-12-31	$1,551,513
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$143,968
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$121,396
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,672,909
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,551,513
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$76,353
Total contributions received or receivable from employer(s)	2021-12-31	$179,232
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$258,143
Expenses. Total of all expenses incurred	2020-12-31	$6,038
Total plan assets at end of year	2020-12-31	$1,551,513
Total plan assets at beginning of year	2020-12-31	$1,299,408
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$91,219
Net income (gross income less expenses)	2020-12-31	$252,105
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,551,513
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,299,408
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$123,850
Total contributions received or receivable from employer(s)	2020-12-31	$166,924
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$476,907
Expenses. Total of all expenses incurred	2019-12-31	$17,686
Benefits paid (including direct rollovers)	2019-12-31	$8,244
Total plan assets at end of year	2019-12-31	$1,455,922
Total plan assets at beginning of year	2019-12-31	$996,701
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$163,879
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$459,221
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,455,922
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$996,701
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$131,355
Total contributions received or receivable from employer(s)	2019-12-31	$313,028
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$9,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-38,074
Expenses. Total of all expenses incurred	2018-12-31	$72,651
Benefits paid (including direct rollovers)	2018-12-31	$72,651
Total plan assets at end of year	2018-12-31	$996,701
Total plan assets at beginning of year	2018-12-31	$1,107,426
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$-38,074
Net income (gross income less expenses)	2018-12-31	$-110,725
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$996,701
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,107,426
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$127,076
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$259,107
Expenses. Total of all expenses incurred	2017-10-31	$129,556
Benefits paid (including direct rollovers)	2017-10-31	$119,859
Total plan assets at end of year	2017-10-31	$983,451
Total plan assets at beginning of year	2017-10-31	$853,900
Value of fidelity bond covering the plan	2017-10-31	$300,000
Other income received	2017-10-31	$109,104
Net income (gross income less expenses)	2017-10-31	$129,551
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$983,451
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$853,900
Assets. Value of assets in partnership/joint-venture interests	2017-10-31	$137,261
Total contributions received or receivable from employer(s)	2017-10-31	$150,003
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$9,697
2016 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$147,570
Expenses. Total of all expenses incurred	2016-10-31	$50,863
Benefits paid (including direct rollovers)	2016-10-31	$42,375
Total plan assets at end of year	2016-10-31	$853,900
Total plan assets at beginning of year	2016-10-31	$757,193
Value of fidelity bond covering the plan	2016-10-31	$300,000
Other income received	2016-10-31	$4,191
Net income (gross income less expenses)	2016-10-31	$96,707
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$853,900
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$757,193
Assets. Value of assets in partnership/joint-venture interests	2016-10-31	$143,529
Total contributions received or receivable from employer(s)	2016-10-31	$143,379
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$8,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$89,386
Expenses. Total of all expenses incurred	2015-10-31	$145,005
Benefits paid (including direct rollovers)	2015-10-31	$137,000
Total plan assets at end of year	2015-10-31	$757,193
Total plan assets at beginning of year	2015-10-31	$812,812
Value of fidelity bond covering the plan	2015-10-31	$300,000
Other income received	2015-10-31	$-53,993
Net income (gross income less expenses)	2015-10-31	$-55,619
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$757,193
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$812,812
Assets. Value of assets in partnership/joint-venture interests	2015-10-31	$171,524
Total contributions received or receivable from employer(s)	2015-10-31	$143,379
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$8,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-10-31	$0
Minimum employer required contribution for this plan year	2015-10-31	$143,379
Amount contributed by the employer to the plan for this plan year	2015-10-31	$143,379
2014 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$222,785
Expenses. Total of all expenses incurred	2014-10-31	$8,314
Benefits paid (including direct rollovers)	2014-10-31	$1,260
Total plan assets at end of year	2014-10-31	$812,812
Total plan assets at beginning of year	2014-10-31	$598,341
Value of fidelity bond covering the plan	2014-10-31	$300,000
Other income received	2014-10-31	$50,468
Net income (gross income less expenses)	2014-10-31	$214,471
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$812,812
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$598,341
Assets. Value of assets in partnership/joint-venture interests	2014-10-31	$102,748
Total contributions received or receivable from employer(s)	2014-10-31	$172,317
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$7,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-10-31	$0
Minimum employer required contribution for this plan year	2014-10-31	$143,379
Amount contributed by the employer to the plan for this plan year	2014-10-31	$143,379
2013 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$117,942
Expenses. Total of all expenses incurred	2013-10-31	$166,334
Benefits paid (including direct rollovers)	2013-10-31	$161,762
Total plan assets at end of year	2013-10-31	$598,341
Total plan assets at beginning of year	2013-10-31	$646,733
Value of fidelity bond covering the plan	2013-10-31	$300,000
Other income received	2013-10-31	$71,704
Net income (gross income less expenses)	2013-10-31	$-48,392
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$598,341
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$646,733
Assets. Value of assets in partnership/joint-venture interests	2013-10-31	$97,332
Total contributions received or receivable from employer(s)	2013-10-31	$46,238
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$4,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-10-31	$0
Minimum employer required contribution for this plan year	2013-10-31	$113,317
Amount contributed by the employer to the plan for this plan year	2013-10-31	$113,317
2012 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-10-31	$0
Total plan liabilities at end of year	2012-10-31	$0
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$155,287
Expenses. Total of all expenses incurred	2012-10-31	$1,558,698
Benefits paid (including direct rollovers)	2012-10-31	$1,552,468
Total plan assets at end of year	2012-10-31	$646,733
Total plan assets at beginning of year	2012-10-31	$2,050,144
Value of fidelity bond covering the plan	2012-10-31	$300,000
Total contributions received or receivable from participants	2012-10-31	$0
Expenses. Other expenses not covered elsewhere	2012-10-31	$0
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$40,936
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$-1,403,411
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$646,733
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$2,050,144
Assets. Value of assets in partnership/joint-venture interests	2012-10-31	$18,955
Total contributions received or receivable from employer(s)	2012-10-31	$114,351
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$6,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-10-31	$46,238
Minimum employer required contribution for this plan year	2012-10-31	$104,238
Amount contributed by the employer to the plan for this plan year	2012-10-31	$58,000
2010 : RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-10-31	$0
Minimum employer required contribution for this plan year	2010-10-31	$105,210
Amount contributed by the employer to the plan for this plan year	2010-10-31	$105,210

Form 5500 Responses for RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN

2023: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Insurance	Yes
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement – Insurance	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD C. SLADE & ASSOCIATES, LLC MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P61D2504943
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P61D2504943
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P61D2504943
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P61D2504943
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	P61D2504943
Policy instance	1

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:	RICHARD C. SLADE & ASSOCIATES, LLC
Employer identification number (EIN):	954711388
NAIC Classification:	541700