CROSBY, SCHLESSINGER & SMALLRIDGE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 5578736 |
| Net assets as of the end of the plan year | 2024-10-07 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 5378253 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 9223 |
| Other income to plan in this plan year | 2024-10-07 | 199432 |
| Plan net income in this plan year | 2024-10-07 | -5378253 |
| Net assets as of the end of the plan year | 2024-10-07 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 5378253 |
| Employer contributions to plan in this plan year | 2024-10-07 | 1051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 866 |
| 2022 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-21 | 236742 |
| Net assets as of the end of the plan year | 2022-09-21 | 6334651 |
| Total assets as of the beginning of the plan year | 2022-09-21 | 5509615 |
| Value of plan covered by a fidelity bond | 2022-09-21 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-21 | 70440 |
| Other income to plan in this plan year | 2022-09-21 | 975844 |
| Plan net income in this plan year | 2022-09-21 | 825036 |
| Net assets as of the end of the plan year | 2022-09-21 | 6334651 |
| Net assets as of the beginning of the plan year | 2022-09-21 | 5509615 |
| Employer contributions to plan in this plan year | 2022-09-21 | 15494 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-21 | 2711 |
| 2014 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $336,911 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $31,850 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $28,766 |
| Total plan assets at end of year | 2014-12-31 | $2,901,187 |
| Total plan assets at beginning of year | 2014-12-31 | $2,596,126 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $110,960 |
| Other income received | 2014-12-31 | $184,898 |
| Net income (gross income less expenses) | 2014-12-31 | $305,061 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,901,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,596,126 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,053 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,084 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $614,020 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $37,425 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $34,877 |
| Total plan assets at end of year | 2013-12-31 | $2,596,126 |
| Total plan assets at beginning of year | 2013-12-31 | $2,019,531 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $77,824 |
| Other income received | 2013-12-31 | $502,833 |
| Net income (gross income less expenses) | 2013-12-31 | $576,595 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,596,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,019,531 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $33,363 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,548 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $332,654 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,557 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $18,973 |
| Total plan assets at end of year | 2012-12-31 | $2,019,531 |
| Total plan assets at beginning of year | 2012-12-31 | $1,707,434 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $66,671 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $238,050 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $312,097 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,019,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,707,434 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,933 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,584 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $63,056 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,894 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,819 |
| Total plan assets at end of year | 2011-12-31 | $1,707,434 |
| Total plan assets at beginning of year | 2011-12-31 | $1,663,272 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $58,236 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $7,279 |
| Other income received | 2011-12-31 | $-18,411 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $44,162 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,707,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,663,272 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,952 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $284,903 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,216 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $15,702 |
| Total plan assets at end of year | 2010-12-31 | $1,663,272 |
| Total plan assets at beginning of year | 2010-12-31 | $1,401,585 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $55,873 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $205,868 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $261,687 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,663,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,401,585 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $23,162 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $7,239 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $275 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) 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: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) 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: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CROSBY, SCHLESSINGER & SMALLRIDGE, LLC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |