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VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameVRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN
Plan identification number 002

VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VRAKAS, BLUM & CO, SC has sponsored the creation of one or more 401k plans.

Company Name:VRAKAS, BLUM & CO, SC
Employer identification number (EIN):391453055
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01BRAD WECKWERTH
0022023-01-01BRAD WECKWERTH2024-07-30
0022022-01-01JAMES HOLMES2023-06-13
0022021-01-01JAMES HOLMES2022-07-01
0022020-01-01JAMES HOLMES2021-07-20
0022019-01-01
0022018-01-01JAMES HOLMES
0022017-01-01JAMES HOLMES
0022016-01-01JAMES HOLMES
0022015-01-01JAMES HOLMES
0022014-01-01JAMES HOLMES
0022013-01-01JAMES HOLMES
0022012-01-01JAMES HOLMES
0022011-01-01JAMES HOLMES
0022010-01-01JAMES A. HOLMES2011-07-21

Financial Data on VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN

Measure Date Value
2024 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-303128090
Net assets as of the end of the plan year2024-07-3028989737
Total assets as of the beginning of the plan year2024-07-3026356314
Value of plan covered by a fidelity bond2024-07-30500000
Participant contributions to plan in this plan year2024-07-30974717
Value of participant loans at end of plan year2024-07-3032133
Other contributions to plan in this plan year2024-07-30319286
Other income to plan in this plan year2024-07-303946820
Plan net income in this plan year2024-07-302633423
Net assets as of the end of the plan year2024-07-3028989737
Net assets as of the beginning of the plan year2024-07-3026356314
Employer contributions to plan in this plan year2024-07-30520690
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-304858
2019 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,957,169
Expenses. Total of all expenses incurred2019-12-31$65,111
Benefits paid (including direct rollovers)2019-12-31$62,574
Total plan assets at end of year2019-12-31$20,316,641
Total plan assets at beginning of year2019-12-31$15,424,583
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$638,990
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$106,299
Other income received2019-12-31$3,782,711
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$4,892,058
Net plan assets at end of year (total assets less liabilities)2019-12-31$20,316,641
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$15,424,583
Assets. Value of participant loans2019-12-31$35,547
Total contributions received or receivable from employer(s)2019-12-31$429,169
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$-112,545
Expenses. Total of all expenses incurred2018-12-31$2,199,341
Benefits paid (including direct rollovers)2018-12-31$2,195,813
Total plan assets at end of year2018-12-31$15,424,583
Total plan assets at beginning of year2018-12-31$17,736,469
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$577,797
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,097,985
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,311,886
Net plan assets at end of year (total assets less liabilities)2018-12-31$15,424,583
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$17,736,469
Assets. Value of participant loans2018-12-31$51,942
Total contributions received or receivable from employer(s)2018-12-31$407,643
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,513,894
Expenses. Total of all expenses incurred2017-12-31$223,024
Benefits paid (including direct rollovers)2017-12-31$220,762
Total plan assets at end of year2017-12-31$17,736,469
Total plan assets at beginning of year2017-12-31$14,445,599
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$514,463
Other income received2017-12-31$2,642,048
Net income (gross income less expenses)2017-12-31$3,290,870
Net plan assets at end of year (total assets less liabilities)2017-12-31$17,736,469
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$14,445,599
Assets. Value of participant loans2017-12-31$75,025
Total contributions received or receivable from employer(s)2017-12-31$357,383
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,593,184
Expenses. Total of all expenses incurred2016-12-31$458,169
Benefits paid (including direct rollovers)2016-12-31$456,361
Total plan assets at end of year2016-12-31$14,445,599
Total plan assets at beginning of year2016-12-31$12,310,584
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$505,325
Contributions received from other sources (not participants or employers)2016-12-31$529,082
Other income received2016-12-31$1,213,004
Net income (gross income less expenses)2016-12-31$2,135,015
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,445,599
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,310,584
Assets. Value of participant loans2016-12-31$53,578
Total contributions received or receivable from employer(s)2016-12-31$345,773
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$487,600
Expenses. Total of all expenses incurred2015-12-31$1,070,006
Benefits paid (including direct rollovers)2015-12-31$1,067,588
Total plan assets at end of year2015-12-31$12,310,584
Total plan assets at beginning of year2015-12-31$12,892,990
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$419,466
Other income received2015-12-31$-292,038
Net income (gross income less expenses)2015-12-31$-582,406
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,310,584
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$12,892,990
Assets. Value of participant loans2015-12-31$68,187
Total contributions received or receivable from employer(s)2015-12-31$360,172
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,440,340
Expenses. Total of all expenses incurred2014-12-31$740,432
Benefits paid (including direct rollovers)2014-12-31$738,595
Total plan assets at end of year2014-12-31$12,892,990
Total plan assets at beginning of year2014-12-31$12,193,082
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$394,502
Contributions received from other sources (not participants or employers)2014-12-31$2,548
Other income received2014-12-31$677,464
Net income (gross income less expenses)2014-12-31$699,908
Net plan assets at end of year (total assets less liabilities)2014-12-31$12,892,990
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,193,082
Assets. Value of participant loans2014-12-31$30,688
Total contributions received or receivable from employer(s)2014-12-31$365,826
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,837
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,522,261
Expenses. Total of all expenses incurred2013-12-31$472,886
Benefits paid (including direct rollovers)2013-12-31$451,510
Total plan assets at end of year2013-12-31$12,193,082
Total plan assets at beginning of year2013-12-31$10,143,707
Total contributions received or receivable from participants2013-12-31$393,194
Contributions received from other sources (not participants or employers)2013-12-31$19,179
Other income received2013-12-31$1,797,667
Net income (gross income less expenses)2013-12-31$2,049,375
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,193,082
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,143,707
Assets. Value of participant loans2013-12-31$46,364
Total contributions received or receivable from employer(s)2013-12-31$312,221
Value of certain deemed distributions of participant loans2013-12-31$19,097
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,817,028
Expenses. Total of all expenses incurred2012-12-31$411,555
Benefits paid (including direct rollovers)2012-12-31$408,499
Total plan assets at end of year2012-12-31$10,143,707
Total plan assets at beginning of year2012-12-31$8,738,234
Total contributions received or receivable from participants2012-12-31$378,552
Other income received2012-12-31$1,145,108
Net income (gross income less expenses)2012-12-31$1,405,473
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,143,707
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,738,234
Assets. Value of participant loans2012-12-31$62,363
Total contributions received or receivable from employer(s)2012-12-31$293,368
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$938,371
Expenses. Total of all expenses incurred2011-12-31$977,297
Benefits paid (including direct rollovers)2011-12-31$976,267
Total plan assets at end of year2011-12-31$8,738,234
Total plan assets at beginning of year2011-12-31$8,777,160
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$400,724
Other income received2011-12-31$-129,883
Net income (gross income less expenses)2011-12-31$-38,926
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,738,234
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,777,160
Assets. Value of participant loans2011-12-31$47,018
Total contributions received or receivable from employer(s)2011-12-31$667,530
Value of corrective distributions2011-12-31$60
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN

2019: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VRAKAS, BLUM & CO, SC RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814047
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814047
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876401
Policy instance 1

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