SHINDEL, ROCK & ASSOCIATES, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-05 | 242159 |
| Net assets as of the end of the plan year | 2025-10-05 | 8344160 |
| Total assets as of the beginning of the plan year | 2025-10-05 | 7194496 |
| Value of plan covered by a fidelity bond | 2025-10-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-05 | 386351 |
| Other expenses paid from plan in this plan year | 2025-10-05 | 0 |
| Other contributions to plan in this plan year | 2025-10-05 | 0 |
| Other income to plan in this plan year | 2025-10-05 | 876508 |
| Plan net income in this plan year | 2025-10-05 | 1149664 |
| Net assets as of the end of the plan year | 2025-10-05 | 8344160 |
| Net assets as of the beginning of the plan year | 2025-10-05 | 7194496 |
| Employer contributions to plan in this plan year | 2025-10-05 | 128964 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-05 | 17893 |
| 2024 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 7420 |
| Net assets as of the end of the plan year | 2024-07-29 | 7194496 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 5755483 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 375212 |
| Value of participant loans at end of plan year | 2024-07-29 | 17680 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 41499 |
| Other income to plan in this plan year | 2024-07-29 | 903776 |
| Plan net income in this plan year | 2024-07-29 | 1439013 |
| Net assets as of the end of the plan year | 2024-07-29 | 7194496 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 5755483 |
| Employer contributions to plan in this plan year | 2024-07-29 | 125946 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 7420 |
| 2022 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-23 | 165340 |
| Net assets as of the end of the plan year | 2022-09-23 | 7451638 |
| Total assets as of the beginning of the plan year | 2022-09-23 | 6537194 |
| Value of plan covered by a fidelity bond | 2022-09-23 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-23 | 245067 |
| Value of participant loans at end of plan year | 2022-09-23 | 3336 |
| Other contributions to plan in this plan year | 2022-09-23 | 0 |
| Other income to plan in this plan year | 2022-09-23 | 739471 |
| Plan net income in this plan year | 2022-09-23 | 914444 |
| Net assets as of the end of the plan year | 2022-09-23 | 7451638 |
| Net assets as of the beginning of the plan year | 2022-09-23 | 6537194 |
| Employer contributions to plan in this plan year | 2022-09-23 | 95246 |
| 2012 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $472,602 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $167,776 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $167,776 |
| Total plan assets at end of year | 2012-12-31 | $2,189,094 |
| Total plan assets at beginning of year | 2012-12-31 | $1,884,268 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $139,366 |
| Other income received | 2012-12-31 | $257,287 |
| Net income (gross income less expenses) | 2012-12-31 | $304,826 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,189,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,884,268 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $75,949 |
| 2011 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $200,695 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $32,438 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $32,438 |
| Total plan assets at end of year | 2011-12-31 | $1,884,268 |
| Total plan assets at beginning of year | 2011-12-31 | $1,716,011 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $155,742 |
| Other income received | 2011-12-31 | $-19,241 |
| Net income (gross income less expenses) | 2011-12-31 | $168,257 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,884,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,716,011 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $64,194 |
| 2010 : SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $452,847 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,822 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $713 |
| Total plan assets at end of year | 2010-12-31 | $1,716,011 |
| Total plan assets at beginning of year | 2010-12-31 | $1,267,986 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $157,621 |
| Other income received | 2010-12-31 | $169,076 |
| Net income (gross income less expenses) | 2010-12-31 | $448,025 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,716,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,267,986 |
| Assets. Value of participant loans | 2010-12-31 | $4,190 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $126,150 |
| Value of corrective distributions | 2010-12-31 | $4,109 |
| 2012: SHINDEL, ROCK & ASSOCIATES, PC 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 |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SHINDEL, ROCK & ASSOCIATES, PC 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 |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SHINDEL, ROCK & ASSOCIATES, PC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHINDEL, ROCK & ASSOCIATES, PC 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
