SIEGEL, MORENO & STETTLER, APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIEGEL, MORENO & STETTLER, APC 401(K) PLAN
Measure | Date | Value |
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2022: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
Total of all active and inactive participants | 2022-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 73 |
Number of participants with account balances | 2022-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 70 |
Number of participants with account balances | 2021-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 64 |
Number of participants with account balances | 2020-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 58 |
Number of participants with account balances | 2019-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 68 |
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 | 3 |
Total of all active and inactive participants | 2018-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 71 |
Number of participants with account balances | 2018-01-01 | 51 |
2017: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 48 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 52 |
Number of participants with account balances | 2017-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 47 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 50 |
Number of participants with account balances | 2016-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2014: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 56 |
Number of participants with account balances | 2014-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 46 |
Number of participants with account balances | 2013-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 35 |
Number of participants with account balances | 2011-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 37 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,117,251 |
Expenses. Total of all expenses incurred | 2022-12-31 | $350,037 |
Benefits paid (including direct rollovers) | 2022-12-31 | $349,374 |
Total plan assets at end of year | 2022-12-31 | $9,146,971 |
Total plan assets at beginning of year | 2022-12-31 | $10,614,259 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $448,117 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $52,394 |
Other income received | 2022-12-31 | $-1,778,949 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,467,288 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,146,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,614,259 |
Assets. Value of participant loans | 2022-12-31 | $84,422 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $161,187 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $663 |
2021 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,909,973 |
Expenses. Total of all expenses incurred | 2021-12-31 | $82,598 |
Benefits paid (including direct rollovers) | 2021-12-31 | $82,142 |
Total plan assets at end of year | 2021-12-31 | $10,614,259 |
Total plan assets at beginning of year | 2021-12-31 | $8,786,884 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $435,627 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,321,232 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,827,375 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,614,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,786,884 |
Assets. Value of participant loans | 2021-12-31 | $76,998 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $153,114 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $456 |
2020 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,625,601 |
Expenses. Total of all expenses incurred | 2020-12-31 | $212,305 |
Benefits paid (including direct rollovers) | 2020-12-31 | $211,780 |
Total plan assets at end of year | 2020-12-31 | $8,786,884 |
Total plan assets at beginning of year | 2020-12-31 | $7,373,588 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $424,326 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $91,123 |
Other income received | 2020-12-31 | $978,890 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,413,296 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,786,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,373,588 |
Assets. Value of participant loans | 2020-12-31 | $77,123 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $131,262 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $525 |
2019 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,873,987 |
Expenses. Total of all expenses incurred | 2019-12-31 | $224,538 |
Benefits paid (including direct rollovers) | 2019-12-31 | $223,938 |
Total plan assets at end of year | 2019-12-31 | $7,373,588 |
Total plan assets at beginning of year | 2019-12-31 | $5,724,139 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $410,367 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $638 |
Other income received | 2019-12-31 | $1,327,420 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,649,449 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,373,588 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,724,139 |
Assets. Value of participant loans | 2019-12-31 | $113,449 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $135,562 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $600 |
2018 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $101,223 |
Expenses. Total of all expenses incurred | 2018-12-31 | $30,991 |
Benefits paid (including direct rollovers) | 2018-12-31 | $30,685 |
Total plan assets at end of year | 2018-12-31 | $5,724,139 |
Total plan assets at beginning of year | 2018-12-31 | $5,653,907 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $371,086 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $12,864 |
Other income received | 2018-12-31 | $-413,316 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $70,232 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,724,139 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,653,907 |
Assets. Value of participant loans | 2018-12-31 | $67,089 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $130,589 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $306 |
2017 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2017 401k financial data |
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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 | $1,222,874 |
Expenses. Total of all expenses incurred | 2017-12-31 | $71,112 |
Benefits paid (including direct rollovers) | 2017-12-31 | $70,699 |
Total plan assets at end of year | 2017-12-31 | $5,653,907 |
Total plan assets at beginning of year | 2017-12-31 | $4,502,145 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $288,545 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $782 |
Other income received | 2017-12-31 | $827,340 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,151,762 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,653,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,502,145 |
Assets. Value of participant loans | 2017-12-31 | $25,072 |
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 | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $106,207 |
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 | $413 |
2016 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2016 401k financial data |
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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 | $847,317 |
Expenses. Total of all expenses incurred | 2016-12-31 | $110,513 |
Benefits paid (including direct rollovers) | 2016-12-31 | $110,513 |
Total plan assets at end of year | 2016-12-31 | $4,502,145 |
Total plan assets at beginning of year | 2016-12-31 | $3,765,341 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $253,521 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $40,362 |
Other income received | 2016-12-31 | $464,288 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $736,804 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,502,145 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,765,341 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $89,146 |
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 | $0 |
2014 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $7 |
Total income from all sources | 2014-12-31 | $482,476 |
Expenses. Total of all expenses incurred | 2014-12-31 | $9,209 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,110 |
Total plan assets at end of year | 2014-12-31 | $3,549,597 |
Total plan assets at beginning of year | 2014-12-31 | $3,076,323 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $198,956 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $99 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $207,106 |
Net income (gross income less expenses) | 2014-12-31 | $473,267 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,549,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,076,323 |
Assets. Value of participant loans | 2014-12-31 | $24,183 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $76,414 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $862,073 |
Expenses. Total of all expenses incurred | 2013-12-31 | $371 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $3,076,323 |
Total plan assets at beginning of year | 2013-12-31 | $2,214,621 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $178,685 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $86 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $608,297 |
Net income (gross income less expenses) | 2013-12-31 | $861,702 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,076,323 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,214,621 |
Assets. Value of participant loans | 2013-12-31 | $26,523 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $75,091 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $285 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $531,035 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,606 |
Benefits paid (including direct rollovers) | 2012-12-31 | $7,370 |
Total plan assets at end of year | 2012-12-31 | $2,214,621 |
Total plan assets at beginning of year | 2012-12-31 | $1,691,192 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $177,043 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $236 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $280,304 |
Net income (gross income less expenses) | 2012-12-31 | $523,429 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,214,621 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,691,192 |
Assets. Value of participant loans | 2012-12-31 | $24,404 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $73,688 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $158,794 |
Expenses. Total of all expenses incurred | 2011-12-31 | $23,965 |
Benefits paid (including direct rollovers) | 2011-12-31 | $23,908 |
Total plan assets at end of year | 2011-12-31 | $1,691,192 |
Total plan assets at beginning of year | 2011-12-31 | $1,556,363 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $159,241 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $57 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-71,653 |
Net income (gross income less expenses) | 2011-12-31 | $134,829 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,691,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,556,363 |
Assets. Value of participant loans | 2011-12-31 | $25,610 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $71,206 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $398,144 |
Expenses. Total of all expenses incurred | 2010-12-31 | $51,126 |
Benefits paid (including direct rollovers) | 2010-12-31 | $27,795 |
Total plan assets at end of year | 2010-12-31 | $1,556,363 |
Total plan assets at beginning of year | 2010-12-31 | $1,209,345 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $155,346 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $182 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $190,521 |
Net income (gross income less expenses) | 2010-12-31 | $347,018 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,556,363 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,209,345 |
Assets. Value of participant loans | 2010-12-31 | $55,771 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $52,277 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $23,149 |
2009 : SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2022: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SIEGEL, MORENO & STETTLER, APC 401(K) 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SIEGEL, MORENO & STETTLER, APC 401(K) 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SIEGEL, MORENO & STETTLER, APC 401(K) 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SIEGEL, MORENO & STETTLER, APC 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: SIEGEL, MORENO & STETTLER, APC 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: SIEGEL, MORENO & STETTLER, APC 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: SIEGEL, MORENO & STETTLER, APC 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: SIEGEL, MORENO & STETTLER, APC 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |