ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| 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 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 18 |
| Number of participants with account balances | 2018-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 22 |
| Number of participants with account balances | 2017-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 21 |
| Number of participants with account balances | 2016-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 20 |
| Number of participants with account balances | 2015-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-99,546 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $26,247 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $26,078 |
| Total plan assets at end of year | 2018-12-31 | $2,522,857 |
| Total plan assets at beginning of year | 2018-12-31 | $2,648,650 |
| Value of fidelity bond covering the plan | 2018-12-31 | $264,869 |
| Total contributions received or receivable from participants | 2018-12-31 | $96,771 |
| Other income received | 2018-12-31 | $-218,910 |
| Net income (gross income less expenses) | 2018-12-31 | $-125,793 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,522,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,648,650 |
| Assets. Value of participant loans | 2018-12-31 | $26,833 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $22,593 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $169 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $441,955 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $20,063 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $19,894 |
| Total plan assets at end of year | 2017-12-31 | $2,648,650 |
| Total plan assets at beginning of year | 2017-12-31 | $2,226,758 |
| Value of fidelity bond covering the plan | 2017-12-31 | $222,676 |
| Total contributions received or receivable from participants | 2017-12-31 | $96,335 |
| Other income received | 2017-12-31 | $324,511 |
| Net income (gross income less expenses) | 2017-12-31 | $421,892 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,648,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,226,758 |
| Assets. Value of participant loans | 2017-12-31 | $41,052 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,109 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $169 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $252,287 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $147 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $97 |
| Total plan assets at end of year | 2016-12-31 | $2,226,758 |
| Total plan assets at beginning of year | 2016-12-31 | $1,974,618 |
| Value of fidelity bond covering the plan | 2016-12-31 | $197,462 |
| Total contributions received or receivable from participants | 2016-12-31 | $92,261 |
| Other income received | 2016-12-31 | $139,298 |
| Net income (gross income less expenses) | 2016-12-31 | $252,140 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,226,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,974,618 |
| Assets. Value of participant loans | 2016-12-31 | $33,804 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,728 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $50 |
| 2015 : ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $69,847 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,974,618 |
| Total plan assets at beginning of year | 2015-12-31 | $1,904,771 |
| Value of fidelity bond covering the plan | 2015-12-31 | $190,500 |
| Total contributions received or receivable from participants | 2015-12-31 | $89,441 |
| Other income received | 2015-12-31 | $-37,633 |
| Net income (gross income less expenses) | 2015-12-31 | $69,847 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,974,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,904,771 |
| Assets. Value of participant loans | 2015-12-31 | $42,046 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,039 |
| 2018: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ARDITO, SWEENEY, STUSSE, ROBERTSON & DUPUY, PC 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 371128-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 371128-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,243 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,243 | | Insurance broker organization code? | 3 |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 371128-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 371128-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $977 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $977 | | Insurance broker organization code? | 3 | | Insurance broker name | GEORGE WOERDEMAN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 371128-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 371128-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $916 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $916 | | Insurance broker organization code? | 3 | | Insurance broker name | GEORGE WOERDEMAN |
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