CRIVELLO CARLSON, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-01-01 | $4,195,287 |
| Total of all expenses incurred | 2023-01-01 | $618,814 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $577,291 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,702,925 |
| Value of total assets at end of year | 2023-01-01 | $19,170,460 |
| Value of total assets at beginning of year | 2023-01-01 | $15,593,987 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $41,523 |
| Total interest from all sources | 2023-01-01 | $4,353 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $285,390 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $285,390 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $719,849 |
| Participant contributions at end of year | 2023-01-01 | $74,898 |
| Participant contributions at beginning of year | 2023-01-01 | $114,931 |
| Participant contributions at end of year | 2023-01-01 | $112,222 |
| Participant contributions at beginning of year | 2023-01-01 | $65,744 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $1,780,568 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $1,609,254 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $7,419 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $4,702 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $1,122 |
| Other income not declared elsewhere | 2023-01-01 | $124,410 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,576,473 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $19,170,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $15,593,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $39,873 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $13,892,824 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $11,109,127 |
| Interest on participant loans | 2023-01-01 | $4,353 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $2,809,146 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $2,693,809 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,998,320 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $79,889 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $975,657 |
| Employer contributions (assets) at end of year | 2023-01-01 | $496,100 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $577,291 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Accountancy firm name | 2023-01-01 | CLFITONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,560,133 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $924,827 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $873,456 |
| Total plan assets at end of year | 2022-12-31 | $15,593,987 |
| Total plan assets at beginning of year | 2022-12-31 | $18,078,947 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $653,223 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $73,086 |
| Other income received | 2022-12-31 | $-2,605,149 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,484,960 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,593,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,078,947 |
| Assets. Value of participant loans | 2022-12-31 | $114,931 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $318,707 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $29,546 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $21,825 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 774534 |
| Net assets as of the end of the plan year | 2022-10-11 | 18078947 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 15835739 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 523955 |
| Value of participant loans at end of plan year | 2022-10-11 | 216354 |
| Other expenses paid from plan in this plan year | 2022-10-11 | 0 |
| Other contributions to plan in this plan year | 2022-10-11 | 17018 |
| Other income to plan in this plan year | 2022-10-11 | 2138700 |
| Plan net income in this plan year | 2022-10-11 | 2243208 |
| Net assets as of the end of the plan year | 2022-10-11 | 18078947 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 15835739 |
| Value of employer contributions paid | 2022-10-11 | 0 |
| Employer contributions to plan in this plan year | 2022-10-11 | 338069 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 5009 |
| 2015 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $608,925 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $157,205 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $154,311 |
| Total plan assets at end of year | 2015-12-31 | $11,644,013 |
| Total plan assets at beginning of year | 2015-12-31 | $11,192,293 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $332,344 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $10,559 |
| Other income received | 2015-12-31 | $-6,649 |
| Net income (gross income less expenses) | 2015-12-31 | $451,720 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,644,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,192,293 |
| Assets. Value of participant loans | 2015-12-31 | $229,120 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $272,671 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,894 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,183,254 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,032,533 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,030,206 |
| Total plan assets at end of year | 2014-12-31 | $11,192,293 |
| Total plan assets at beginning of year | 2014-12-31 | $11,041,572 |
| Total contributions received or receivable from participants | 2014-12-31 | $366,870 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $6,654 |
| Other income received | 2014-12-31 | $533,760 |
| Net income (gross income less expenses) | 2014-12-31 | $150,721 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,192,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,041,572 |
| Assets. Value of participant loans | 2014-12-31 | $244,765 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $275,970 |
| 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 | $2,327 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,807,497 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $274,253 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $267,620 |
| Total plan assets at end of year | 2013-12-31 | $11,041,572 |
| Total plan assets at beginning of year | 2013-12-31 | $9,508,328 |
| Total contributions received or receivable from participants | 2013-12-31 | $308,339 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,278,224 |
| Net income (gross income less expenses) | 2013-12-31 | $1,533,244 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,041,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,508,328 |
| Assets. Value of participant loans | 2013-12-31 | $234,458 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $220,934 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $4,686 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,947 |
| 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 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,260,682 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,483 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,104 |
| Total plan assets at end of year | 2012-12-31 | $9,508,328 |
| Total plan assets at beginning of year | 2012-12-31 | $8,265,129 |
| Total contributions received or receivable from participants | 2012-12-31 | $311,350 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,379 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $6,227 |
| Other income received | 2012-12-31 | $707,537 |
| Net income (gross income less expenses) | 2012-12-31 | $1,243,199 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,508,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,265,129 |
| Assets. Value of participant loans | 2012-12-31 | $214,852 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $235,568 |
| 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 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $577,176 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $39,192 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $38,705 |
| Total plan assets at end of year | 2011-12-31 | $8,265,129 |
| Total plan assets at beginning of year | 2011-12-31 | $7,727,145 |
| Total contributions received or receivable from participants | 2011-12-31 | $287,572 |
| Other income received | 2011-12-31 | $80,097 |
| Net income (gross income less expenses) | 2011-12-31 | $537,984 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,265,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,727,145 |
| Assets. Value of participant loans | 2011-12-31 | $191,314 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $209,507 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $487 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,170,356 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $154,672 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $154,672 |
| Total plan assets at end of year | 2010-12-31 | $7,727,145 |
| Total plan assets at beginning of year | 2010-12-31 | $6,711,461 |
| Total contributions received or receivable from participants | 2010-12-31 | $341,381 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $598,670 |
| Net income (gross income less expenses) | 2010-12-31 | $1,015,684 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,727,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,711,461 |
| Assets. Value of participant loans | 2010-12-31 | $170,700 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $230,305 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2022: CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CRIVELLO CARLSON, S.C. 401(K) 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: CRIVELLO CARLSON, S.C. 401(K) 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: CRIVELLO CARLSON, S.C. 401(K) 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: CRIVELLO CARLSON, S.C. 401(K) 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: CRIVELLO CARLSON, S.C. 401(K) 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 |
| 2010: CRIVELLO CARLSON, S.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CRIVELLO CARLSON, S.C. 401(K) 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 |
