SHELTON DUCHESS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUCHESS OF SHELTON 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: DUCHESS OF SHELTON 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-29 | 26 |
| Total number of particpants at end of year | 2025-07-29 | 27 |
| Number of Participants With Account Balances | 2025-07-29 | 9 |
| 2024: DUCHESS OF SHELTON 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-25 | 27 |
| Total number of particpants at end of year | 2024-06-25 | 26 |
| Number of Participants With Account Balances | 2024-06-25 | 10 |
| 2022: DUCHESS OF SHELTON 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-01 | 25 |
| Total number of particpants at end of year | 2022-06-01 | 23 |
| Number of Participants With Account Balances | 2022-06-01 | 6 |
| 2011: DUCHESS OF SHELTON 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 49 |
| Number of participants with account balances | 2011-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: DUCHESS OF SHELTON 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 49 |
| Number of participants with account balances | 2010-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: DUCHESS OF SHELTON 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 49 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : DUCHESS OF SHELTON 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-29 | 34917 |
| Net assets as of the end of the plan year | 2025-07-29 | 60376 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 85849 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 3805 |
| Other income to plan in this plan year | 2025-07-29 | 5639 |
| Plan net income in this plan year | 2025-07-29 | -25473 |
| Net assets as of the end of the plan year | 2025-07-29 | 60376 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 85849 |
| Fees paid to broker by Benefit Provider | 2025-07-29 | 334 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 300 |
| 2024 : DUCHESS OF SHELTON 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-25 | 0 |
| Net assets as of the end of the plan year | 2024-06-25 | 85849 |
| Total assets as of the beginning of the plan year | 2024-06-25 | 74689 |
| Value of plan covered by a fidelity bond | 2024-06-25 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-25 | 4680 |
| Other income to plan in this plan year | 2024-06-25 | 6480 |
| Plan net income in this plan year | 2024-06-25 | 11160 |
| Net assets as of the end of the plan year | 2024-06-25 | 85849 |
| Net assets as of the beginning of the plan year | 2024-06-25 | 74689 |
| Fees paid to broker by Benefit Provider | 2024-06-25 | 318 |
| 2022 : DUCHESS OF SHELTON 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-01 | 0 |
| Net assets as of the end of the plan year | 2022-06-01 | 77117 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 71057 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 100000 |
| Other income to plan in this plan year | 2022-06-01 | 6060 |
| Plan net income in this plan year | 2022-06-01 | 6060 |
| Net assets as of the end of the plan year | 2022-06-01 | 77117 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 71057 |
| Fees paid to broker by Benefit Provider | 2022-06-01 | 295 |
| 2011 : DUCHESS OF SHELTON 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $3,792 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $99,580 |
| Total plan assets at beginning of year | 2011-12-31 | $95,788 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $3,281 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $511 |
| Net income (gross income less expenses) | 2011-12-31 | $3,792 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $99,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $95,788 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 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 | $0 |
| 2010 : DUCHESS OF SHELTON 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $10,699 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $95,788 |
| Total plan assets at beginning of year | 2010-12-31 | $85,089 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $2,920 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $7,779 |
| Net income (gross income less expenses) | 2010-12-31 | $10,699 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $95,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $85,089 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2011: DUCHESS OF SHELTON 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: DUCHESS OF SHELTON 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: DUCHESS OF SHELTON 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
