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SZARO CONSULTING PROFIT RETIREMENT 401k Plan overview

Plan NameSZARO CONSULTING PROFIT RETIREMENT
Plan identification number 002

SZARO CONSULTING PROFIT RETIREMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 PROFIT RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALEXANDER SZARO2024-05-06 ALEXANDER SZARO2024-05-06
0022022-01-01ALEXANDER SZARO2023-06-15 ALEXANDER SZARO2023-06-15
0022021-01-01ALEXANDER SZARO2022-05-24 ALEXANDER SZARO2022-05-24
0022020-01-01ALEXANDER SZARO2021-05-14 ALEXANDER SZARO2021-05-14
0022019-01-01ALEXANDER SZARO2020-05-05 ALEXANDER SZARO2020-05-05
0022018-01-01ALEXANDER SZARO2019-05-07 ALEXANDER SZARO2019-05-07
0022017-01-01ALEXANDER SZARO2018-05-01 ALEXANDER SZARO2018-05-01
0022016-01-01ALEXANDER SZARO2017-05-26 ALEXANDER SZARO2017-05-26
0022015-01-01ALEXANDER SZARO2016-05-13 ALEXANDER SZARO2016-05-13
0022014-01-01ALEXANDER SZARO2015-08-11 ALEXANDER SZARO2015-08-11
0022013-01-01ALEXANDER SZARO2015-11-09 ALEXANDER SZARO2015-11-09
0022012-01-01ALEXANDER SZARO2016-03-09 ALEXANDER SZARO2016-03-09

Financial Data on SZARO CONSULTING PROFIT RETIREMENT

Measure Date Value
2024 : SZARO CONSULTING PROFIT RETIREMENT 2024 401k financial data
Total transfers to/from plan in this 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 year2024-05-06543918
Total assets as of the beginning of the plan year2024-05-06453089
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 year2024-05-0690829
Plan net income in this plan year2024-05-0690829
Net assets as of the end of the plan year2024-05-06543918
Net assets as of the beginning of the plan year2024-05-06453089
Employer contributions to plan in this plan year2024-05-060
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-060

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