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Plan Name | EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | EDER, CASELLA & CO. |
Employer identification number (EIN): | 363614997 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | MICHELE DERCOLE | 2023-02-07 | ||
001 | 2021-01-01 | MICHELE DERCOLE | 2022-05-20 | ||
001 | 2020-01-01 | MICHELE DERCOLE | 2021-02-16 | ||
001 | 2019-01-01 | MICHELE DERCOLE | 2020-04-03 | ||
001 | 2018-01-01 | MICHELE DERCOLE | 2019-08-02 | ||
001 | 2017-01-01 | MICHELE DERCOLE | |||
001 | 2016-01-01 | MICHELE DERCOLE |
Measure | Date | Value |
---|---|---|
2017: EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 33 |
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 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $946,038 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,075 |
Benefits paid (including direct rollovers) | 2017-12-31 | $10,000 |
Total plan assets at end of year | 2017-12-31 | $4,041,739 |
Total plan assets at beginning of year | 2017-12-31 | $3,105,776 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $255,001 |
Other income received | 2017-12-31 | $588,478 |
Net income (gross income less expenses) | 2017-12-31 | $935,963 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,041,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,105,776 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $102,559 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $3,160,645 |
Expenses. Total of all expenses incurred | 2016-12-31 | $54,869 |
Benefits paid (including direct rollovers) | 2016-12-31 | $54,253 |
Total plan assets at end of year | 2016-12-31 | $3,105,776 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $253,324 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $2,444,377 |
Other income received | 2016-12-31 | $366,060 |
Net income (gross income less expenses) | 2016-12-31 | $3,105,776 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,105,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $96,884 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $616 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2017: EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
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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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EDER, CASELLA & CO. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 121684 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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