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SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN
Plan identification number 001

SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SIGMA INVESTMENT COUNSELORS, INC has sponsored the creation of one or more 401k plans.

Company Name:SIGMA INVESTMENT COUNSELORS, INC
Employer identification number (EIN):382257820
NAIC Classification:541600

Additional information about SIGMA INVESTMENT COUNSELORS, INC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 016096
Legal Registered Office Address: FRANKLIN RD STE 1100 SOUTHFIELD 48034


United States of America (USA)
27777

More information about SIGMA INVESTMENT COUNSELORS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT M BILKIE ROBERT M BILKIE2019-05-23
0012017-01-01ROBERT BILKIE JR ROBERT BILKIE JR2018-03-08
0012016-01-01ROBERT BILKIE JR ROBERT BILKIE JR2017-02-13
0012015-01-01ROBERT BILKIE JR ROBERT BILKIE JR2016-07-26
0012014-01-01ROBERT BILKIE ROBERT BILKIE2015-02-24
0012013-01-01ROBERT BILKIE ROBERT BILKIE2014-07-11
0012012-01-01ROBERT BILKIE ROBERT BILKIE2013-04-02
0012011-01-01ROBERT BILKIE ROBERT BILKIE2012-03-06
0012009-01-01ROBERT BILKIE ROBERT BILKIE2010-09-08
0012009-01-01ROBERT BILKIE ROBERT BILKIE2010-09-09

Plan Statistics for SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN

Measure Date Value
2022: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0120
Number of participants with account balances2022-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0120
Number of participants with account balances2021-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119
Number of participants with account balances2017-01-0119
2016: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN

Measure Date Value
2022 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,097,205
Expenses. Total of all expenses incurred2022-12-31$1,766
Benefits paid (including direct rollovers)2022-12-31$1,766
Total plan assets at end of year2022-12-31$8,904,065
Total plan assets at beginning of year2022-12-31$10,003,036
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$332,670
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,786,199
Net income (gross income less expenses)2022-12-31$-1,098,971
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,904,065
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,003,036
Total contributions received or receivable from employer(s)2022-12-31$356,324
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,106,562
Expenses. Total of all expenses incurred2021-12-31$56,272
Benefits paid (including direct rollovers)2021-12-31$56,272
Total plan assets at end of year2021-12-31$10,003,036
Total plan assets at beginning of year2021-12-31$7,952,746
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$295,251
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,484,535
Net income (gross income less expenses)2021-12-31$2,050,290
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,003,036
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,952,746
Total contributions received or receivable from employer(s)2021-12-31$326,776
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,771,666
Expenses. Total of all expenses incurred2020-12-31$5,513
Benefits paid (including direct rollovers)2020-12-31$5,509
Total plan assets at end of year2020-12-31$7,952,746
Total plan assets at beginning of year2020-12-31$6,186,593
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$254,753
Expenses. Other expenses not covered elsewhere2020-12-31$4
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,208,806
Net income (gross income less expenses)2020-12-31$1,766,153
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,952,746
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,186,593
Total contributions received or receivable from employer(s)2020-12-31$308,107
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,668,295
Expenses. Total of all expenses incurred2019-12-31$424,647
Benefits paid (including direct rollovers)2019-12-31$424,643
Total plan assets at end of year2019-12-31$6,186,593
Total plan assets at beginning of year2019-12-31$4,942,945
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$235,400
Expenses. Other expenses not covered elsewhere2019-12-31$4
Contributions received from other sources (not participants or employers)2019-12-31$4,452
Other income received2019-12-31$1,158,994
Net income (gross income less expenses)2019-12-31$1,243,648
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,186,593
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,942,945
Total contributions received or receivable from employer(s)2019-12-31$269,449
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$217,625
Expenses. Total of all expenses incurred2018-12-31$276,616
Benefits paid (including direct rollovers)2018-12-31$276,612
Total plan assets at end of year2018-12-31$4,942,945
Total plan assets at beginning of year2018-12-31$5,001,936
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$212,960
Expenses. Other expenses not covered elsewhere2018-12-31$4
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-226,742
Net income (gross income less expenses)2018-12-31$-58,991
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,942,945
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,001,936
Total contributions received or receivable from employer(s)2018-12-31$231,407
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total income from all sources2017-12-31$1,183,314
Expenses. Total of all expenses incurred2017-12-31$171,645
Benefits paid (including direct rollovers)2017-12-31$171,645
Total plan assets at end of year2017-12-31$5,001,936
Total plan assets at beginning of year2017-12-31$3,990,267
Value of fidelity bond covering the plan2017-12-31$390,000
Total contributions received or receivable from participants2017-12-31$207,576
Other income received2017-12-31$753,400
Net income (gross income less expenses)2017-12-31$1,011,669
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,001,936
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,990,267
Total contributions received or receivable from employer(s)2017-12-31$222,338
2016 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$751,872
Expenses. Total of all expenses incurred2016-12-31$48,368
Benefits paid (including direct rollovers)2016-12-31$48,368
Total plan assets at end of year2016-12-31$3,990,267
Total plan assets at beginning of year2016-12-31$3,286,763
Value of fidelity bond covering the plan2016-12-31$390,000
Total contributions received or receivable from participants2016-12-31$182,681
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$390,336
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$703,504
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,990,267
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,286,763
Total contributions received or receivable from employer(s)2016-12-31$178,855
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$349,666
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,286,763
Total plan assets at beginning of year2015-12-31$2,937,097
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$186,465
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$31,170
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$349,666
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,286,763
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,937,097
Total contributions received or receivable from employer(s)2015-12-31$132,031
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$435,648
Expenses. Total of all expenses incurred2014-12-31$8,171
Benefits paid (including direct rollovers)2014-12-31$8,171
Total plan assets at end of year2014-12-31$2,937,097
Total plan assets at beginning of year2014-12-31$2,509,620
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$150,005
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$225,780
Net income (gross income less expenses)2014-12-31$427,477
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,937,097
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,509,620
Total contributions received or receivable from employer(s)2014-12-31$59,863
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$629,380
Expenses. Total of all expenses incurred2013-12-31$4,196
Benefits paid (including direct rollovers)2013-12-31$4,196
Total plan assets at end of year2013-12-31$2,509,620
Total plan assets at beginning of year2013-12-31$1,884,436
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$148,175
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$433,377
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$625,184
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,509,620
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,884,436
Total contributions received or receivable from employer(s)2013-12-31$47,828
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$397,685
Expenses. Total of all expenses incurred2012-12-31$1,351
Benefits paid (including direct rollovers)2012-12-31$1,351
Total plan assets at end of year2012-12-31$1,884,436
Total plan assets at beginning of year2012-12-31$1,488,102
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$140,031
Other income received2012-12-31$215,208
Net income (gross income less expenses)2012-12-31$396,334
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,884,436
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,488,102
Total contributions received or receivable from employer(s)2012-12-31$42,446
2011 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$156,275
Expenses. Total of all expenses incurred2011-12-31$198,721
Benefits paid (including direct rollovers)2011-12-31$198,721
Total plan assets at end of year2011-12-31$1,488,102
Total plan assets at beginning of year2011-12-31$1,530,548
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$125,395
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-9,335
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-42,446
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,488,102
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,530,548
Total contributions received or receivable from employer(s)2011-12-31$40,215
2010 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$326,428
Expenses. Total of all expenses incurred2010-12-31$50,000
Benefits paid (including direct rollovers)2010-12-31$50,000
Total plan assets at end of year2010-12-31$1,530,548
Total plan assets at beginning of year2010-12-31$1,254,120
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$120,354
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$166,753
Net income (gross income less expenses)2010-12-31$276,428
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,530,548
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,254,120
Total contributions received or receivable from employer(s)2010-12-31$39,321

Form 5500 Responses for SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN

2022: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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