SALTER & COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-14 | $-6,568,297 |
| Total plan liabilities at end of year | 2018-12-14 | $0 |
| Total plan liabilities at beginning of year | 2018-12-14 | $0 |
| Total income from all sources | 2018-12-14 | $329,591 |
| Expenses. Total of all expenses incurred | 2018-12-14 | $2,806,685 |
| Benefits paid (including direct rollovers) | 2018-12-14 | $2,784,611 |
| Total plan assets at end of year | 2018-12-14 | $0 |
| Total plan assets at beginning of year | 2018-12-14 | $9,045,391 |
| Value of fidelity bond covering the plan | 2018-12-14 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-14 | $135,183 |
| Expenses. Other expenses not covered elsewhere | 2018-12-14 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-14 | $28,013 |
| Other income received | 2018-12-14 | $-132,112 |
| Noncash contributions received | 2018-12-14 | $0 |
| Net income (gross income less expenses) | 2018-12-14 | $-2,477,094 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-14 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-14 | $9,045,391 |
| Assets. Value of participant loans | 2018-12-14 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-14 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-14 | $298,507 |
| Value of certain deemed distributions of participant loans | 2018-12-14 | $0 |
| Value of corrective distributions | 2018-12-14 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-14 | $22,074 |
| 2017 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,807,599 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $51,880 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $35,134 |
| Total plan assets at end of year | 2017-12-31 | $9,045,391 |
| Total plan assets at beginning of year | 2017-12-31 | $7,289,672 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $148,466 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $61,707 |
| Other income received | 2017-12-31 | $1,306,847 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,755,719 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,045,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,289,672 |
| Assets. Value of participant loans | 2017-12-31 | $158,979 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $290,579 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,746 |
| 2016 : SALTER & COMPANY, LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $837,999 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $210,644 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $200,685 |
| Total plan assets at end of year | 2016-12-31 | $7,289,672 |
| Total plan assets at beginning of year | 2016-12-31 | $6,662,317 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $124,453 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $442,280 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $627,355 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,289,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,662,317 |
| Assets. Value of participant loans | 2016-12-31 | $51,910 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $271,266 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,959 |
