JAMES L VOURVOULIAS & ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996
401k plan membership statisitcs for JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996
Measure | Date | Value |
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2023: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 4 |
Total of all active and inactive participants | 2023-01-01 | 17 |
Total participants | 2023-01-01 | 17 |
Number of participants with account balances | 2023-01-01 | 17 |
2022: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 14 |
Total participants | 2022-01-01 | 14 |
Number of participants with account balances | 2022-01-01 | 14 |
2021: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 12 |
Total participants | 2021-01-01 | 12 |
Number of participants with account balances | 2021-01-01 | 12 |
2020: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 12 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 12 |
2019: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 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 | 12 |
Total of all active and inactive participants | 2019-01-01 | 12 |
Total participants | 2019-01-01 | 12 |
Number of participants with account balances | 2019-01-01 | 12 |
2018: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
2017: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 6 |
2014: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Measure | Date | Value |
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2023 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $324,541 |
Expenses. Total of all expenses incurred | 2023-12-31 | $9,541 |
Benefits paid (including direct rollovers) | 2023-12-31 | $9,261 |
Total plan assets at end of year | 2023-12-31 | $1,606,137 |
Total plan assets at beginning of year | 2023-12-31 | $1,291,137 |
Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
Total contributions received or receivable from participants | 2023-12-31 | $109,724 |
Other income received | 2023-12-31 | $192,547 |
Net income (gross income less expenses) | 2023-12-31 | $315,000 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,606,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,291,137 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $22,270 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $280 |
2022 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-74,383 |
Expenses. Total of all expenses incurred | 2022-12-31 | $10,471 |
Benefits paid (including direct rollovers) | 2022-12-31 | $10,181 |
Total plan assets at end of year | 2022-12-31 | $1,291,137 |
Total plan assets at beginning of year | 2022-12-31 | $1,375,991 |
Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
Total contributions received or receivable from participants | 2022-12-31 | $98,773 |
Other income received | 2022-12-31 | $-193,968 |
Net income (gross income less expenses) | 2022-12-31 | $-84,854 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,291,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,375,991 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $20,812 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $290 |
2021 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $283,645 |
Expenses. Total of all expenses incurred | 2021-12-31 | $5,762 |
Benefits paid (including direct rollovers) | 2021-12-31 | $5,482 |
Total plan assets at end of year | 2021-12-31 | $1,375,991 |
Total plan assets at beginning of year | 2021-12-31 | $1,098,108 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Total contributions received or receivable from participants | 2021-12-31 | $97,555 |
Other income received | 2021-12-31 | $164,558 |
Net income (gross income less expenses) | 2021-12-31 | $277,883 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,375,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,098,108 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $21,532 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $280 |
2020 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $265,958 |
Expenses. Total of all expenses incurred | 2020-12-31 | $220 |
Total plan assets at end of year | 2020-12-31 | $1,098,108 |
Total plan assets at beginning of year | 2020-12-31 | $832,370 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $90,360 |
Other income received | 2020-12-31 | $158,792 |
Net income (gross income less expenses) | 2020-12-31 | $265,738 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,098,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $832,370 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $16,806 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $220 |
2019 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $228,010 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,715 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,500 |
Total plan assets at end of year | 2019-12-31 | $832,370 |
Total plan assets at beginning of year | 2019-12-31 | $606,075 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $90,048 |
Other income received | 2019-12-31 | $118,335 |
Net income (gross income less expenses) | 2019-12-31 | $226,295 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $832,370 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $606,075 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $19,627 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $215 |
2018 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $74,939 |
Expenses. Total of all expenses incurred | 2018-12-31 | $675 |
Benefits paid (including direct rollovers) | 2018-12-31 | $645 |
Total plan assets at end of year | 2018-12-31 | $606,075 |
Total plan assets at beginning of year | 2018-12-31 | $531,811 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $78,822 |
Other income received | 2018-12-31 | $-22,834 |
Net income (gross income less expenses) | 2018-12-31 | $74,264 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $606,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $531,811 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $18,951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30 |
2017 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $129,672 |
Expenses. Total of all expenses incurred | 2017-12-31 | $515 |
Benefits paid (including direct rollovers) | 2017-12-31 | $515 |
Total plan assets at end of year | 2017-12-31 | $531,811 |
Total plan assets at beginning of year | 2017-12-31 | $402,654 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $53,512 |
Other income received | 2017-12-31 | $76,160 |
Net income (gross income less expenses) | 2017-12-31 | $129,157 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $531,811 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $402,654 |
2016 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $71,285 |
Expenses. Total of all expenses incurred | 2016-12-31 | $475 |
Total plan assets at end of year | 2016-12-31 | $402,654 |
Total plan assets at beginning of year | 2016-12-31 | $331,844 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $48,499 |
Other income received | 2016-12-31 | $22,786 |
Net income (gross income less expenses) | 2016-12-31 | $70,810 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $402,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $331,844 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $475 |
2015 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $38,938 |
Total plan assets at end of year | 2015-12-31 | $331,844 |
Total plan assets at beginning of year | 2015-12-31 | $292,906 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $47,907 |
Other income received | 2015-12-31 | $-8,969 |
Net income (gross income less expenses) | 2015-12-31 | $38,938 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $331,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $292,906 |
2014 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $34,843 |
Total plan assets at end of year | 2014-12-31 | $292,906 |
Total plan assets at beginning of year | 2014-12-31 | $258,063 |
Total contributions received or receivable from participants | 2014-12-31 | $22,915 |
Other income received | 2014-12-31 | $11,928 |
Net income (gross income less expenses) | 2014-12-31 | $34,843 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $292,906 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $258,063 |
2013 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $68,830 |
Total plan assets at end of year | 2013-12-31 | $258,063 |
Total plan assets at beginning of year | 2013-12-31 | $189,233 |
Total contributions received or receivable from participants | 2013-12-31 | $20,535 |
Other income received | 2013-12-31 | $48,295 |
Net income (gross income less expenses) | 2013-12-31 | $68,830 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $258,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $189,233 |