SVIGOS ASSET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-20 | 0 |
| Net assets as of the end of the plan year | 2025-05-20 | 8398850 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 6744962 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 156990 |
| Value of participant loans at end of plan year | 2025-05-20 | 39458 |
| Other income to plan in this plan year | 2025-05-20 | 1473480 |
| Plan net income in this plan year | 2025-05-20 | 1653888 |
| Net assets as of the end of the plan year | 2025-05-20 | 8398850 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 6744962 |
| Employer contributions to plan in this plan year | 2025-05-20 | 23418 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 18980 |
| 2024 : SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-18 | 250 |
| Net assets as of the end of the plan year | 2024-04-18 | 6744962 |
| Total assets as of the beginning of the plan year | 2024-04-18 | 5361080 |
| Value of plan covered by a fidelity bond | 2024-04-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-18 | 172500 |
| Other expenses paid from plan in this plan year | 2024-04-18 | 0 |
| Other contributions to plan in this plan year | 2024-04-18 | 0 |
| Other income to plan in this plan year | 2024-04-18 | 1189322 |
| Plan net income in this plan year | 2024-04-18 | 1383882 |
| Net assets as of the end of the plan year | 2024-04-18 | 6744962 |
| Net assets as of the beginning of the plan year | 2024-04-18 | 5361080 |
| Employer contributions to plan in this plan year | 2024-04-18 | 22310 |
| Fees paid to broker by Benefit Provider | 2024-04-18 | 14875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-18 | 250 |
| 2017 : SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $548,207 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $3,071,954 |
| Total plan assets at beginning of year | 2017-12-31 | $2,523,747 |
| Value of fidelity bond covering the plan | 2017-12-31 | $307,195 |
| Total contributions received or receivable from participants | 2017-12-31 | $71,842 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $459,254 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $548,207 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,071,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,523,747 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,111 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,168,577 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $2,523,747 |
| Total plan assets at beginning of year | 2016-12-31 | $1,355,170 |
| Value of fidelity bond covering the plan | 2016-12-31 | $253,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $67,173 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $934,134 |
| Other income received | 2016-12-31 | $161,970 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,168,577 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,523,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,355,170 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,300 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,355,170 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,355,170 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $66,931 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,310,838 |
| Other income received | 2015-12-31 | $-27,565 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $1,355,170 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,355,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,966 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2017: SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 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 – 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: SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 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 – 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 |
| 2015: SVIGOS ASSET MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
