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Plan Name | SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBERT M BILKIE | ROBERT M BILKIE | 2019-05-23 | |
001 | 2017-01-01 | ROBERT BILKIE JR | ROBERT BILKIE JR | 2018-03-08 | |
001 | 2016-01-01 | ROBERT BILKIE JR | ROBERT BILKIE JR | 2017-02-13 | |
001 | 2015-01-01 | ROBERT BILKIE JR | ROBERT BILKIE JR | 2016-07-26 | |
001 | 2014-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2015-02-24 | |
001 | 2013-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2014-07-11 | |
001 | 2012-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2013-04-02 | |
001 | 2011-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2012-03-06 | |
001 | 2009-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2010-09-08 | |
001 | 2009-01-01 | ROBERT BILKIE | ROBERT BILKIE | 2010-09-09 |
Measure | Date | Value |
---|---|---|
2022: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 20 |
Number of participants with account balances | 2022-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 20 |
Number of participants with account balances | 2021-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 17 |
Number of participants with account balances | 2020-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
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 | 5 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 18 |
Number of participants with account balances | 2018-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
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 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 19 |
Number of participants with account balances | 2017-01-01 | 19 |
2016: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 19 |
Number of participants with account balances | 2016-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-1,097,205 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,766 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,766 |
Total plan assets at end of year | 2022-12-31 | $8,904,065 |
Total plan assets at beginning of year | 2022-12-31 | $10,003,036 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $332,670 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-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 loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $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 sources | 2021-12-31 | $2,106,562 |
Expenses. Total of all expenses incurred | 2021-12-31 | $56,272 |
Benefits paid (including direct rollovers) | 2021-12-31 | $56,272 |
Total plan assets at end of year | 2021-12-31 | $10,003,036 |
Total plan assets at beginning of year | 2021-12-31 | $7,952,746 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $295,251 |
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 | $1,484,535 |
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 sources | 2020-12-31 | $1,771,666 |
Expenses. Total of all expenses incurred | 2020-12-31 | $5,513 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,509 |
Total plan assets at end of year | 2020-12-31 | $7,952,746 |
Total plan assets at beginning of year | 2020-12-31 | $6,186,593 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $254,753 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $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 sources | 2019-12-31 | $1,668,295 |
Expenses. Total of all expenses incurred | 2019-12-31 | $424,647 |
Benefits paid (including direct rollovers) | 2019-12-31 | $424,643 |
Total plan assets at end of year | 2019-12-31 | $6,186,593 |
Total plan assets at beginning of year | 2019-12-31 | $4,942,945 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $235,400 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $4,452 |
Other income received | 2019-12-31 | $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 sources | 2018-12-31 | $217,625 |
Expenses. Total of all expenses incurred | 2018-12-31 | $276,616 |
Benefits paid (including direct rollovers) | 2018-12-31 | $276,612 |
Total plan assets at end of year | 2018-12-31 | $4,942,945 |
Total plan assets at beginning of year | 2018-12-31 | $5,001,936 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $212,960 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-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 year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,183,314 |
Expenses. Total of all expenses incurred | 2017-12-31 | $171,645 |
Benefits paid (including direct rollovers) | 2017-12-31 | $171,645 |
Total plan assets at end of year | 2017-12-31 | $5,001,936 |
Total plan assets at beginning of year | 2017-12-31 | $3,990,267 |
Value of fidelity bond covering the plan | 2017-12-31 | $390,000 |
Total contributions received or receivable from participants | 2017-12-31 | $207,576 |
Other income received | 2017-12-31 | $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 sources | 2016-12-31 | $751,872 |
Expenses. Total of all expenses incurred | 2016-12-31 | $48,368 |
Benefits paid (including direct rollovers) | 2016-12-31 | $48,368 |
Total plan assets at end of year | 2016-12-31 | $3,990,267 |
Total plan assets at beginning of year | 2016-12-31 | $3,286,763 |
Value of fidelity bond covering the plan | 2016-12-31 | $390,000 |
Total contributions received or receivable from participants | 2016-12-31 | $182,681 |
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 | $390,336 |
Noncash contributions received | 2016-12-31 | $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 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 |
2015 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $349,666 |
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 | $3,286,763 |
Total plan assets at beginning of year | 2015-12-31 | $2,937,097 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $186,465 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $31,170 |
Noncash contributions received | 2015-12-31 | $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 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 |
2014 : SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $435,648 |
Expenses. Total of all expenses incurred | 2014-12-31 | $8,171 |
Benefits paid (including direct rollovers) | 2014-12-31 | $8,171 |
Total plan assets at end of year | 2014-12-31 | $2,937,097 |
Total plan assets at beginning of year | 2014-12-31 | $2,509,620 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $150,005 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $629,380 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,196 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,196 |
Total plan assets at end of year | 2013-12-31 | $2,509,620 |
Total plan assets at beginning of year | 2013-12-31 | $1,884,436 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $148,175 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $433,377 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 sources | 2012-12-31 | $397,685 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,351 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,351 |
Total plan assets at end of year | 2012-12-31 | $1,884,436 |
Total plan assets at beginning of year | 2012-12-31 | $1,488,102 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $140,031 |
Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $156,275 |
Expenses. Total of all expenses incurred | 2011-12-31 | $198,721 |
Benefits paid (including direct rollovers) | 2011-12-31 | $198,721 |
Total plan assets at end of year | 2011-12-31 | $1,488,102 |
Total plan assets at beginning of year | 2011-12-31 | $1,530,548 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $125,395 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-9,335 |
Noncash contributions received | 2011-12-31 | $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 sources | 2010-12-31 | $326,428 |
Expenses. Total of all expenses incurred | 2010-12-31 | $50,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $50,000 |
Total plan assets at end of year | 2010-12-31 | $1,530,548 |
Total plan assets at beginning of year | 2010-12-31 | $1,254,120 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $120,354 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 |
2022: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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 |
2015: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SIGMA INVESTMENT COUNSELORS, INC EMPLOYEES' 401K PROFIT SHARING 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |