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SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUTTER O'CONNELL 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

SUTTER O'CONNELL CO. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DOUG MILLER
0012017-01-01DOUG MILLER
0012016-01-01DOUG MILLER
0012015-01-01DOUG MILLER
0012014-01-01DOUG MILLER
0012013-01-01DOUG MILLER
0012012-01-01DOUG MILLER DOUG MILLER2013-10-11
0012011-01-01JAMES REED2012-06-12
0012010-01-01JAMES REED2011-09-22

Plan Statistics for SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0142
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0138
Number of participants with account balances2022-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0146
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0142
Number of participants with account balances2021-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0146
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0155
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0150
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0156
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0155
Number of participants with account balances2018-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0154
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0156
Number of participants with account balances2017-01-0153
2016: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0156
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0154
Number of participants with account balances2016-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0145
Total number of active participants reported on line 7a of the Form 55002015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0156
Total participants2015-01-0156
Number of participants with account balances2015-01-0154
2014: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0146
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0146
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0149
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148

Financial Data on SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-3,260,357
Expenses. Total of all expenses incurred2022-12-31$2,937,804
Benefits paid (including direct rollovers)2022-12-31$2,937,541
Total plan assets at end of year2022-12-31$15,915,451
Total plan assets at beginning of year2022-12-31$22,113,612
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$259,833
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$2,959
Other income received2022-12-31$-3,753,701
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$47,322
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$230,552
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,263,746
Expenses. Total of all expenses incurred2021-12-31$229,591
Benefits paid (including direct rollovers)2021-12-31$229,235
Total plan assets at end of year2021-12-31$22,113,612
Total plan assets at beginning of year2021-12-31$19,079,457
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$282,018
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,868,398
Noncash contributions received2021-12-31$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 loans2021-12-31$86,596
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$113,330
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,951,121
Expenses. Total of all expenses incurred2020-12-31$317,681
Benefits paid (including direct rollovers)2020-12-31$317,037
Total plan assets at end of year2020-12-31$19,079,457
Total plan assets at beginning of year2020-12-31$16,446,017
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$308,051
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,514,171
Noncash contributions received2020-12-31$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 loans2020-12-31$129,406
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$128,899
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,764,936
Expenses. Total of all expenses incurred2019-12-31$1,325,402
Benefits paid (including direct rollovers)2019-12-31$1,324,977
Total plan assets at end of year2019-12-31$16,446,017
Total plan assets at beginning of year2019-12-31$14,006,483
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$297,827
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$3,311,433
Noncash contributions received2019-12-31$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 loans2019-12-31$177,189
Total contributions received or receivable from employer(s)2019-12-31$155,676
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-347,199
Expenses. Total of all expenses incurred2018-12-31$26,826
Benefits paid (including direct rollovers)2018-12-31$26,095
Total plan assets at end of year2018-12-31$14,006,483
Total plan assets at beginning of year2018-12-31$14,380,508
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$302,522
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-778,718
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$187,725
Total contributions received or receivable from employer(s)2018-12-31$128,997
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,540,820
Expenses. Total of all expenses incurred2017-12-31$446,061
Benefits paid (including direct rollovers)2017-12-31$445,148
Total plan assets at end of year2017-12-31$14,380,508
Total plan assets at beginning of year2017-12-31$12,285,749
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$305,141
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,089,058
Noncash contributions received2017-12-31$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 loans2017-12-31$121,573
Total contributions received or receivable from employer(s)2017-12-31$146,621
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$1,824,579
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,549,016
Expenses. Total of all expenses incurred2016-12-31$243,897
Benefits paid (including direct rollovers)2016-12-31$243,372
Total plan assets at end of year2016-12-31$12,285,749
Total plan assets at beginning of year2016-12-31$9,156,051
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$296,169
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$753,575
Noncash contributions received2016-12-31$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 loans2016-12-31$98,251
Total contributions received or receivable from employer(s)2016-12-31$499,272
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$452,707
Expenses. Total of all expenses incurred2015-12-31$644,997
Benefits paid (including direct rollovers)2015-12-31$644,416
Total plan assets at end of year2015-12-31$9,156,051
Total plan assets at beginning of year2015-12-31$9,348,341
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$276,337
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$28,119
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$99,651
Total contributions received or receivable from employer(s)2015-12-31$148,251
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$911,083
Expenses. Total of all expenses incurred2014-12-31$151,922
Benefits paid (including direct rollovers)2014-12-31$151,603
Total plan assets at end of year2014-12-31$9,348,341
Total plan assets at beginning of year2014-12-31$8,589,180
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$228,235
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$578,378
Noncash contributions received2014-12-31$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 loans2014-12-31$63,238
Total contributions received or receivable from employer(s)2014-12-31$104,470
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,252,215
Expenses. Total of all expenses incurred2013-12-31$2,052,916
Benefits paid (including direct rollovers)2013-12-31$2,051,941
Total plan assets at end of year2013-12-31$8,589,180
Total plan assets at beginning of year2013-12-31$8,389,881
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$218,634
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,917,976
Noncash contributions received2013-12-31$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 loans2013-12-31$93,888
Total contributions received or receivable from employer(s)2013-12-31$115,605
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$1,431,732
Expenses. Total of all expenses incurred2012-12-31$653,980
Benefits paid (including direct rollovers)2012-12-31$653,217
Total plan assets at end of year2012-12-31$8,389,881
Total plan assets at beginning of year2012-12-31$7,612,129
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$268,667
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0

Form 5500 Responses for SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN

2022: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUTTER O'CONNELL 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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