CHELUS, HERDZIK, SPEYER & MONTE, P.C. has sponsored the creation of one or more 401k plans.
Additional information about CHELUS, HERDZIK, SPEYER & MONTE, P.C.
Submission information for form 5500 for 401k plan CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN
401k plan membership statisitcs for CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 25 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 5 |
| Total of all active and inactive participants | 2022-07-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 30 |
| Number of participants with account balances | 2022-07-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 5 |
| Total of all active and inactive participants | 2021-07-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 28 |
| Number of participants with account balances | 2021-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 27 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 4 |
| Total of all active and inactive participants | 2020-07-01 | 31 |
| Total participants | 2020-07-01 | 31 |
| Number of participants with account balances | 2020-07-01 | 26 |
| 2019: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 4 |
| Total of all active and inactive participants | 2019-07-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 28 |
| Number of participants with account balances | 2019-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 3 |
| Total of all active and inactive participants | 2018-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 27 |
| Number of participants with account balances | 2018-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 7 |
| Total of all active and inactive participants | 2017-07-01 | 32 |
| Total participants | 2017-07-01 | 32 |
| Number of participants with account balances | 2017-07-01 | 26 |
| 2016: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 7 |
| Total of all active and inactive participants | 2016-07-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 28 |
| Number of participants with account balances | 2016-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 21 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 5 |
| Total of all active and inactive participants | 2015-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 26 |
| Number of participants with account balances | 2015-07-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 3 |
| Total of all active and inactive participants | 2014-07-01 | 28 |
| Total participants | 2014-07-01 | 28 |
| Number of participants with account balances | 2014-07-01 | 28 |
| 2013: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 23 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 6 |
| Total of all active and inactive participants | 2013-07-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 29 |
| Number of participants with account balances | 2013-07-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 8 |
| Total of all active and inactive participants | 2012-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 26 |
| Number of participants with account balances | 2012-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 4 |
| Total of all active and inactive participants | 2011-07-01 | 27 |
| Total participants | 2011-07-01 | 27 |
| Number of participants with account balances | 2011-07-01 | 27 |
| 2009: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 25 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 2 |
| Total of all active and inactive participants | 2009-07-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 28 |
| Number of participants with account balances | 2009-07-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $787,015 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $72,138 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $72,138 |
| Total plan assets at end of year | 2023-06-30 | $7,343,283 |
| Total plan assets at beginning of year | 2023-06-30 | $6,628,406 |
| Value of fidelity bond covering the plan | 2023-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $149,353 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $570,066 |
| Noncash contributions received | 2023-06-30 | $0 |
| Net income (gross income less expenses) | 2023-06-30 | $714,877 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $7,343,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,628,406 |
| Assets. Value of participant loans | 2023-06-30 | $20,472 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $67,596 |
| 2022 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-943,555 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $156,273 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $156,273 |
| Total plan assets at end of year | 2022-06-30 | $6,628,406 |
| Total plan assets at beginning of year | 2022-06-30 | $7,728,234 |
| Value of fidelity bond covering the plan | 2022-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $151,383 |
| Other income received | 2022-06-30 | $-1,146,425 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,099,828 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $6,628,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,728,234 |
| Assets. Value of participant loans | 2022-06-30 | $139,483 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $51,487 |
| 2021 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $1,811,188 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $36,631 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $36,631 |
| Total plan assets at end of year | 2021-06-30 | $7,728,234 |
| Total plan assets at beginning of year | 2021-06-30 | $5,953,677 |
| Value of fidelity bond covering the plan | 2021-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $122,370 |
| Other income received | 2021-06-30 | $1,597,633 |
| Net income (gross income less expenses) | 2021-06-30 | $1,774,557 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $7,728,234 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $5,953,677 |
| Assets. Value of participant loans | 2021-06-30 | $51,901 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $91,185 |
| 2020 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $445,412 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $39,557 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $39,557 |
| Total plan assets at end of year | 2020-06-30 | $5,953,677 |
| Total plan assets at beginning of year | 2020-06-30 | $5,547,822 |
| Value of fidelity bond covering the plan | 2020-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $110,885 |
| Other income received | 2020-06-30 | $290,153 |
| Net income (gross income less expenses) | 2020-06-30 | $405,855 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $5,953,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,547,822 |
| Assets. Value of participant loans | 2020-06-30 | $58,042 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $44,374 |
| 2019 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $597,952 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $24,764 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $24,764 |
| Total plan assets at end of year | 2019-06-30 | $5,547,822 |
| Total plan assets at beginning of year | 2019-06-30 | $4,974,634 |
| Value of fidelity bond covering the plan | 2019-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $104,481 |
| Other income received | 2019-06-30 | $442,498 |
| Net income (gross income less expenses) | 2019-06-30 | $573,188 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $5,547,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,974,634 |
| Assets. Value of participant loans | 2019-06-30 | $49,303 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $50,973 |
| 2018 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $689,546 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $53,765 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $53,123 |
| Total plan assets at end of year | 2018-06-30 | $4,974,634 |
| Total plan assets at beginning of year | 2018-06-30 | $4,338,853 |
| Value of fidelity bond covering the plan | 2018-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $98,303 |
| Other income received | 2018-06-30 | $545,178 |
| Net income (gross income less expenses) | 2018-06-30 | $635,781 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $4,974,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,338,853 |
| Assets. Value of participant loans | 2018-06-30 | $23,725 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $46,065 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $642 |
| 2017 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $579,506 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $-41,210 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $-40,084 |
| Total plan assets at end of year | 2017-06-30 | $4,338,853 |
| Total plan assets at beginning of year | 2017-06-30 | $3,718,137 |
| Value of fidelity bond covering the plan | 2017-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $100,475 |
| Other income received | 2017-06-30 | $430,729 |
| Net income (gross income less expenses) | 2017-06-30 | $620,716 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $4,338,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,718,137 |
| Assets. Value of participant loans | 2017-06-30 | $46,375 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $48,302 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $-1,126 |
| 2016 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $169,525 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $32,812 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $32,812 |
| Total plan assets at end of year | 2016-06-30 | $3,718,137 |
| Total plan assets at beginning of year | 2016-06-30 | $3,581,424 |
| Value of fidelity bond covering the plan | 2016-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $94,756 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $30,390 |
| Net income (gross income less expenses) | 2016-06-30 | $136,713 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,718,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,581,424 |
| Assets. Value of participant loans | 2016-06-30 | $14,749 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $44,379 |
| 2015 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $260,230 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $2,966 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $2,110 |
| Total plan assets at end of year | 2015-06-30 | $3,581,424 |
| Total plan assets at beginning of year | 2015-06-30 | $3,324,160 |
| Value of fidelity bond covering the plan | 2015-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $95,291 |
| Other income received | 2015-06-30 | $115,309 |
| Net income (gross income less expenses) | 2015-06-30 | $257,264 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $3,581,424 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,324,160 |
| Assets. Value of participant loans | 2015-06-30 | $8,040 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $49,630 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $856 |
| 2014 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $705,426 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $9,544 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $9,544 |
| Total plan assets at end of year | 2014-06-30 | $3,324,160 |
| Total plan assets at beginning of year | 2014-06-30 | $2,628,278 |
| Value of fidelity bond covering the plan | 2014-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $113,616 |
| Other income received | 2014-06-30 | $537,886 |
| Net income (gross income less expenses) | 2014-06-30 | $695,882 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $3,324,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,628,278 |
| Assets. Value of participant loans | 2014-06-30 | $25,308 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $53,924 |
| 2013 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $705,365 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $883,498 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $883,198 |
| Total plan assets at end of year | 2013-06-30 | $2,628,278 |
| Total plan assets at beginning of year | 2013-06-30 | $2,806,411 |
| Value of fidelity bond covering the plan | 2013-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $123,638 |
| Other income received | 2013-06-30 | $534,663 |
| Net income (gross income less expenses) | 2013-06-30 | $-178,133 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,628,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,806,411 |
| Assets. Value of participant loans | 2013-06-30 | $15,806 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $47,064 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $300 |
| 2012 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $195,010 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $50,341 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $50,341 |
| Total plan assets at end of year | 2012-06-30 | $2,806,411 |
| Total plan assets at beginning of year | 2012-06-30 | $2,661,742 |
| Value of fidelity bond covering the plan | 2012-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $125,301 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $36,251 |
| Other income received | 2012-06-30 | $-14,244 |
| Net income (gross income less expenses) | 2012-06-30 | $144,669 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,806,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,661,742 |
| Assets. Value of participant loans | 2012-06-30 | $12,174 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $47,702 |
| 2011 : CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $728,578 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $67,409 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $67,409 |
| Total plan assets at end of year | 2011-06-30 | $2,661,742 |
| Total plan assets at beginning of year | 2011-06-30 | $2,000,573 |
| Value of fidelity bond covering the plan | 2011-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $132,802 |
| Other income received | 2011-06-30 | $536,540 |
| Net income (gross income less expenses) | 2011-06-30 | $661,169 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,661,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,000,573 |
| Assets. Value of participant loans | 2011-06-30 | $14,857 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $59,236 |
| 2022: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHELUS, HERDZIK, SPEYER & MONTE, P.C. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 342580-00000 |
| Policy instance | 2 |
| Insurance contract or identification number | 342580-00000 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $17,065 | | Total amount of fees paid to insurance company | USD $10,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,065 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 10321 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 1 |
| Insurance contract or identification number | 1023568L | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 342580-00000 |
| Policy instance | 2 |
| Insurance contract or identification number | 342580-00000 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $18,795 | | Total amount of fees paid to insurance company | USD $11,203 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,795 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 11203 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 1 |
| Insurance contract or identification number | 1023568L | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 1 |
| Insurance contract or identification number | 1023568L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 2 |
| Insurance contract or identification number | 1023568L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8275485 |
| Policy instance | 1 |
| Insurance contract or identification number | 8275485 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 2 |
| Insurance contract or identification number | 1023568L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8275485 |
| Policy instance | 1 |
| Insurance contract or identification number | 8275485 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 8275485 |
| Policy instance | 1 |
| Insurance contract or identification number | 8275485 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 |
|
| AMERICAN INTERNATIONAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1023568L |
| Policy instance | 2 |
| Insurance contract or identification number | 1023568L | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 342580 |
| Policy instance | 1 |
| Insurance contract or identification number | 342580 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $8,570 | | Total amount of fees paid to insurance company | USD $6,199 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,570 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0.00 | | Insurance broker organization code? | 3 | | Insurance broker name | MYLES R. FIREY & CO., INC |
|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
| Policy contract number | 342580 |
| Policy instance | 1 |
| Insurance contract or identification number | 342580 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $5,147 | | Total amount of fees paid to insurance company | USD $4,943 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| UNITED STATES LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 45328 |
| Policy instance | 1 |
| Insurance contract or identification number | 45328 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| UNITED STATES LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 45328 |
| Policy instance | 1 |
| Insurance contract or identification number | 45328 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| UNITED STATES LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| UNITED STATES LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 45328 |
| Policy instance | 2 |
| Insurance contract or identification number | 45328 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| UNITED STATES LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 45328 |
| Policy instance | 1 |
| Insurance contract or identification number | 45328 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
