NORTHERN OAK WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2021: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 5 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
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2021 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-23 | $0 |
Total plan liabilities at end of year | 2021-12-23 | $0 |
Total plan liabilities at beginning of year | 2021-12-23 | $0 |
Total income from all sources | 2021-12-23 | $269 |
Expenses. Total of all expenses incurred | 2021-12-23 | $33,824 |
Benefits paid (including direct rollovers) | 2021-12-23 | $33,749 |
Total plan assets at end of year | 2021-12-23 | $0 |
Total plan assets at beginning of year | 2021-12-23 | $33,555 |
Value of fidelity bond covering the plan | 2021-12-23 | $0 |
Total contributions received or receivable from participants | 2021-12-23 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-23 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-23 | $0 |
Other income received | 2021-12-23 | $269 |
Net income (gross income less expenses) | 2021-12-23 | $-33,555 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-23 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-23 | $33,555 |
Total contributions received or receivable from employer(s) | 2021-12-23 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-23 | $0 |
Value of corrective distributions | 2021-12-23 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-23 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-23 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-23 | $0 |
Minimum employer required contribution for this plan year | 2021-12-23 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-23 | $0 |
2020 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,690,577 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,657,022 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,656,422 |
Total plan assets at end of year | 2020-12-31 | $33,555 |
Total plan assets at beginning of year | 2020-12-31 | $0 |
Value of fidelity bond covering the plan | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,690,577 |
Net income (gross income less expenses) | 2020-12-31 | $33,555 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $33,555 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $600 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $251,695 |
Expenses. Total of all expenses incurred | 2019-12-31 | $668 |
Benefits paid (including direct rollovers) | 2019-12-31 | $4 |
Total plan assets at end of year | 2019-12-31 | $1,572,456 |
Total plan assets at beginning of year | 2019-12-31 | $1,321,429 |
Total contributions received or receivable from participants | 2019-12-31 | $4,246 |
Other income received | 2019-12-31 | $190,658 |
Net income (gross income less expenses) | 2019-12-31 | $251,027 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,572,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,321,429 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $56,791 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $664 |
2018 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $169,976 |
Expenses. Total of all expenses incurred | 2018-12-31 | $139,419 |
Benefits paid (including direct rollovers) | 2018-12-31 | $137,861 |
Total plan assets at end of year | 2018-12-31 | $1,321,429 |
Total plan assets at beginning of year | 2018-12-31 | $1,290,872 |
Value of fidelity bond covering the plan | 2018-12-31 | $0 |
Total contributions received or receivable from participants | 2018-12-31 | $83,124 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $22,214 |
Other income received | 2018-12-31 | $-10,105 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $30,557 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,321,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,290,872 |
Assets. Value of participant loans | 2018-12-31 | $50,228 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $74,743 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,558 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $310,507 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,416 |
Benefits paid (including direct rollovers) | 2017-12-31 | $9,259 |
Total plan assets at end of year | 2017-12-31 | $1,290,872 |
Total plan assets at beginning of year | 2017-12-31 | $989,781 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $71,117 |
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 | $178,624 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $301,091 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,290,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $989,781 |
Assets. Value of participant loans | 2017-12-31 | $4,921 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $60,766 |
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 | $157 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $210,786 |
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 | $989,781 |
Total plan assets at beginning of year | 2016-12-31 | $778,995 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $63,886 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $7,617 |
Other income received | 2016-12-31 | $84,152 |
Net income (gross income less expenses) | 2016-12-31 | $210,786 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $989,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $778,995 |
Assets. Value of participant loans | 2016-12-31 | $6,799 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $55,131 |
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 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $132,472 |
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 | $778,995 |
Total plan assets at beginning of year | 2015-12-31 | $646,523 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $58,063 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $11,530 |
Other income received | 2015-12-31 | $10,098 |
Net income (gross income less expenses) | 2015-12-31 | $132,472 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $778,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $646,523 |
Assets. Value of participant loans | 2015-12-31 | $8,675 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $52,781 |
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 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $213,124 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $646,523 |
Total plan assets at beginning of year | 2014-12-31 | $433,412 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $55,214 |
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 | $56,960 |
Net income (gross income less expenses) | 2014-12-31 | $213,111 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $646,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $433,412 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $100,950 |
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 | $13 |
2013 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $214,707 |
Expenses. Total of all expenses incurred | 2013-12-31 | $490 |
Benefits paid (including direct rollovers) | 2013-12-31 | $425 |
Total plan assets at end of year | 2013-12-31 | $433,412 |
Total plan assets at beginning of year | 2013-12-31 | $219,195 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $46,204 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $86,382 |
Other income received | 2013-12-31 | $52,989 |
Net income (gross income less expenses) | 2013-12-31 | $214,217 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $433,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $219,195 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $29,132 |
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 | $65 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $92,397 |
Expenses. Total of all expenses incurred | 2012-12-31 | $18,826 |
Benefits paid (including direct rollovers) | 2012-12-31 | $18,696 |
Total plan assets at end of year | 2012-12-31 | $219,195 |
Total plan assets at beginning of year | 2012-12-31 | $145,624 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $40,765 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $15,117 |
Net income (gross income less expenses) | 2012-12-31 | $73,571 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $219,195 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $145,624 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $36,515 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $130 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $36,595 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $145,624 |
Total plan assets at beginning of year | 2011-12-31 | $109,029 |
Value of fidelity bond covering the plan | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $32,867 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-8,143 |
Net income (gross income less expenses) | 2011-12-31 | $36,595 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $145,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $109,029 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $11,871 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2021: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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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 | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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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: NORTHERN OAK CAPITAL MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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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 |