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Plan Name | SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUTTER O'CONNELL CO. |
Employer identification number (EIN): | 010577837 |
NAIC Classification: | 423800 |
Additional information about SUTTER O'CONNELL CO.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2002-01-17 |
Company Identification Number: | 1289957 |
Legal Registered Office Address: |
925 EUCLID AVE HUNTINGTON BLDG STE 2000 CLEVELAND United States of America (USA) 44115 |
More information about SUTTER O'CONNELL CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DOUG MILLER | |||
001 | 2017-01-01 | DOUG MILLER | |||
001 | 2016-01-01 | DOUG MILLER | |||
001 | 2015-01-01 | DOUG MILLER | |||
001 | 2014-01-01 | DOUG MILLER | |||
001 | 2013-01-01 | DOUG MILLER | |||
001 | 2012-01-01 | DOUG MILLER | DOUG MILLER | 2013-10-11 | |
001 | 2011-01-01 | JAMES REED | 2012-06-12 | ||
001 | 2010-01-01 | JAMES REED | 2011-09-22 |
Measure | Date | Value |
---|---|---|
2022: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
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 | 17 |
Total of all active and inactive participants | 2022-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 38 |
Number of participants with account balances | 2022-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
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 | 20 |
Total of all active and inactive participants | 2021-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 42 |
Number of participants with account balances | 2021-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
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 | 17 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 46 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
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 | 16 |
Total of all active and inactive participants | 2019-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 50 |
Number of participants with account balances | 2019-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
Total of all active and inactive participants | 2018-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 55 |
Number of participants with account balances | 2018-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 56 |
Number of participants with account balances | 2017-01-01 | 53 |
2016: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 54 |
Number of participants with account balances | 2016-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 56 |
Total participants | 2015-01-01 | 56 |
Number of participants with account balances | 2015-01-01 | 54 |
2014: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 45 |
Number of participants with account balances | 2014-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 46 |
Number of participants with account balances | 2013-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 49 |
Number of participants with account balances | 2012-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 48 |
Measure | Date | Value |
---|---|---|
2022 : SUTTER O'CONNELL 401(K) PROFIT SHARING 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 | $-3,260,357 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,937,804 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,937,541 |
Total plan assets at end of year | 2022-12-31 | $15,915,451 |
Total plan assets at beginning of year | 2022-12-31 | $22,113,612 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $259,833 |
Assets. Value of loans (other than to 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 | $2,959 |
Other income received | 2022-12-31 | $-3,753,701 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-6,198,161 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,915,451 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,113,612 |
Assets. Value of participant loans | 2022-12-31 | $47,322 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $230,552 |
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 | $263 |
2021 : SUTTER O'CONNELL 401(K) PROFIT SHARING 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 | $3,263,746 |
Expenses. Total of all expenses incurred | 2021-12-31 | $229,591 |
Benefits paid (including direct rollovers) | 2021-12-31 | $229,235 |
Total plan assets at end of year | 2021-12-31 | $22,113,612 |
Total plan assets at beginning of year | 2021-12-31 | $19,079,457 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $282,018 |
Assets. Value of loans (other than to 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 | $2,868,398 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $3,034,155 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $22,113,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,079,457 |
Assets. Value of participant loans | 2021-12-31 | $86,596 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $113,330 |
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 | $356 |
2020 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
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 | $2,951,121 |
Expenses. Total of all expenses incurred | 2020-12-31 | $317,681 |
Benefits paid (including direct rollovers) | 2020-12-31 | $317,037 |
Total plan assets at end of year | 2020-12-31 | $19,079,457 |
Total plan assets at beginning of year | 2020-12-31 | $16,446,017 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $308,051 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $2,514,171 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $2,633,440 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,079,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,446,017 |
Assets. Value of participant loans | 2020-12-31 | $129,406 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $128,899 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $644 |
2019 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
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 | $3,764,936 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,325,402 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,324,977 |
Total plan assets at end of year | 2019-12-31 | $16,446,017 |
Total plan assets at beginning of year | 2019-12-31 | $14,006,483 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $297,827 |
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 | $3,311,433 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $2,439,534 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,446,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,006,483 |
Assets. Value of participant loans | 2019-12-31 | $177,189 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $155,676 |
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 | $425 |
2018 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-347,199 |
Expenses. Total of all expenses incurred | 2018-12-31 | $26,826 |
Benefits paid (including direct rollovers) | 2018-12-31 | $26,095 |
Total plan assets at end of year | 2018-12-31 | $14,006,483 |
Total plan assets at beginning of year | 2018-12-31 | $14,380,508 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $302,522 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-778,718 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-374,025 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,006,483 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,380,508 |
Assets. Value of participant loans | 2018-12-31 | $187,725 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $128,997 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $731 |
2017 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,540,820 |
Expenses. Total of all expenses incurred | 2017-12-31 | $446,061 |
Benefits paid (including direct rollovers) | 2017-12-31 | $445,148 |
Total plan assets at end of year | 2017-12-31 | $14,380,508 |
Total plan assets at beginning of year | 2017-12-31 | $12,285,749 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $305,141 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,089,058 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $2,094,759 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,380,508 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,285,749 |
Assets. Value of participant loans | 2017-12-31 | $121,573 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $146,621 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $913 |
2016 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $1,824,579 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,549,016 |
Expenses. Total of all expenses incurred | 2016-12-31 | $243,897 |
Benefits paid (including direct rollovers) | 2016-12-31 | $243,372 |
Total plan assets at end of year | 2016-12-31 | $12,285,749 |
Total plan assets at beginning of year | 2016-12-31 | $9,156,051 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $296,169 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $753,575 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,305,119 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,285,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,156,051 |
Assets. Value of participant loans | 2016-12-31 | $98,251 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $499,272 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $525 |
2015 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $452,707 |
Expenses. Total of all expenses incurred | 2015-12-31 | $644,997 |
Benefits paid (including direct rollovers) | 2015-12-31 | $644,416 |
Total plan assets at end of year | 2015-12-31 | $9,156,051 |
Total plan assets at beginning of year | 2015-12-31 | $9,348,341 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $276,337 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $28,119 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-192,290 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,156,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,348,341 |
Assets. Value of participant loans | 2015-12-31 | $99,651 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $148,251 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $581 |
2014 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $911,083 |
Expenses. Total of all expenses incurred | 2014-12-31 | $151,922 |
Benefits paid (including direct rollovers) | 2014-12-31 | $151,603 |
Total plan assets at end of year | 2014-12-31 | $9,348,341 |
Total plan assets at beginning of year | 2014-12-31 | $8,589,180 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $228,235 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $578,378 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $759,161 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,348,341 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,589,180 |
Assets. Value of participant loans | 2014-12-31 | $63,238 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $104,470 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $319 |
2013 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,252,215 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,052,916 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,051,941 |
Total plan assets at end of year | 2013-12-31 | $8,589,180 |
Total plan assets at beginning of year | 2013-12-31 | $8,389,881 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $218,634 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,917,976 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $199,299 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,589,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,389,881 |
Assets. Value of participant loans | 2013-12-31 | $93,888 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $115,605 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $975 |
2012 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,431,732 |
Expenses. Total of all expenses incurred | 2012-12-31 | $653,980 |
Benefits paid (including direct rollovers) | 2012-12-31 | $653,217 |
Total plan assets at end of year | 2012-12-31 | $8,389,881 |
Total plan assets at beginning of year | 2012-12-31 | $7,612,129 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $268,667 |
Other income received | 2012-12-31 | $1,022,134 |
Net income (gross income less expenses) | 2012-12-31 | $777,752 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,389,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,612,129 |
Assets. Value of participant loans | 2012-12-31 | $65,705 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $140,931 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $763 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2022: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | 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: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: SUTTER O'CONNELL 401(K) 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 |
2018: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUTTER O'CONNELL 401(K) 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: SUTTER O'CONNELL 401(K) 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: SUTTER O'CONNELL 401(K) 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 |
2014: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |