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SZARO CONSULTING MONEY MARKET 401k Plan overview

Plan NameSZARO CONSULTING MONEY MARKET
Plan identification number 001

SZARO CONSULTING MONEY MARKET Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALEXANDER SZARO has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER SZARO
Employer identification number (EIN):010896817
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SZARO CONSULTING MONEY MARKET

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEXANDER SZARO2024-05-06 ALEXANDER SZARO2024-05-06
0012022-01-01ALEXANDER SZARO2023-06-15 ALEXANDER SZARO2023-06-15
0012021-01-01ALEXANDER SZARO2022-05-24 ALEXANDER SZARO2022-05-24
0012020-01-01ALEXANDER SZARO2021-05-14 ALEXANDER SZARO2021-05-14
0012018-01-01ALEXANDER SZARO2019-05-07 ALEXANDER SZARO2019-05-07
0012017-01-01ALEXANDER SZARO2018-05-01 ALEXANDER SZARO2018-05-01
0012016-01-01ALEXANDER SZARO2017-05-26 ALEXANDER SZARO2017-05-26
0012015-01-01ALEXANDER SZARO2016-05-13 ALEXANDER SZARO2016-05-13
0012014-01-01ALEXANDER SZARO2015-08-11 ALEXANDER SZARO2015-08-11
0012013-01-01ALEXANDER SZARO2015-11-09 ALEXANDER SZARO2015-11-09
0012012-01-01ALEXANDER SZARO2016-03-09 ALEXANDER SZARO2016-03-09

Plan Statistics for SZARO CONSULTING MONEY MARKET

401k plan membership statisitcs for SZARO CONSULTING MONEY MARKET

Measure Date Value
2024: SZARO CONSULTING MONEY MARKET 2024 401k membership
Total number of particpants at beginning of year2024-05-061
Total number of particpants at end of year2024-05-061
Number of Participants With Account Balances2024-05-061
2022: SZARO CONSULTING MONEY MARKET 2022 401k membership
Total number of particpants at beginning of year2022-05-241
Total number of particpants at end of year2022-05-241
Number of Participants With Account Balances2022-05-241

Financial Data on SZARO CONSULTING MONEY MARKET

Measure Date Value
2024 : SZARO CONSULTING MONEY MARKET 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-060
Net assets as of the end of the plan year2024-05-06801196
Total assets as of the beginning of the plan year2024-05-06729578
Participant contributions to plan in this plan year2024-05-060
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-0671618
Plan net income in this plan year2024-05-0671618
Net assets as of the end of the plan year2024-05-06801196
Net assets as of the beginning of the plan year2024-05-06729578
Value of funding deficiency2024-05-060
Value of employer contributions paid2024-05-060
Employer contributions to plan in this plan year2024-05-060
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-060
2022 : SZARO CONSULTING MONEY MARKET 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-240
Total liabilities as of the end of the plan year2022-05-240
Total liabilities as of the beginning of the plan year2022-05-240
Total expenses incurred by plan in this plan year2022-05-240
Net assets as of the end of the plan year2022-05-24730185
Total assets as of the beginning of the plan year2022-05-24582538
Participant contributions to plan in this plan year2022-05-240
Other expenses paid from plan in this plan year2022-05-240
Other contributions to plan in this plan year2022-05-240
Other income to plan in this plan year2022-05-24147647
Plan net income in this plan year2022-05-24147647
Net assets as of the end of the plan year2022-05-24730185
Net assets as of the beginning of the plan year2022-05-24582538
Value of funding deficiency2022-05-240
Value of employer contributions paid2022-05-240
Employer contributions to plan in this plan year2022-05-240
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-240

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