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JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 401k Plan overview

Plan NameJAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996
Plan identification number 001

JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

JAMES L VOURVOULIAS & ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.

Company Name:JAMES L VOURVOULIAS & ASSOCIATES, LTD
Employer identification number (EIN):461911561
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES VOURVOULIAS
0012017-01-01JAMES VOURVOULIAS
0012016-01-01JAMES VOURVOULIAS
0012015-01-01JAMES VOURVOULIAS
0012014-01-01JAMES VOURVOULIAS
0012013-01-01JAMES VOURVOULIAS

Plan Statistics for 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
2023: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 401k membership
Total participants, beginning-of-year2023-01-0114
Total number of active participants reported on line 7a of the Form 55002023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0117
Total participants2023-01-0117
Number of participants with account balances2023-01-0117
2022: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 401k membership
Total participants, beginning-of-year2022-01-0112
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0114
Total participants2022-01-0114
Number of participants with account balances2022-01-0114
2021: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Total of all active and inactive participants2021-01-0112
Total participants2021-01-0112
Number of participants with account balances2021-01-0112
2020: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Total of all active and inactive participants2020-01-0112
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
2019: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Total of all active and inactive participants2019-01-0112
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
2018: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Total of all active and inactive participants2018-01-0111
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
2017: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Total of all active and inactive participants2017-01-0112
Total participants2017-01-0112
Number of participants with account balances2017-01-017
2016: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Total of all active and inactive participants2016-01-0112
Total participants2016-01-0112
Number of participants with account balances2016-01-016
2015: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-017
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
Number of participants with account balances2015-01-016
2014: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015

Financial Data on JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

Measure Date Value
2023 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 401k financial data
Total income from all sources2023-12-31$324,541
Expenses. Total of all expenses incurred2023-12-31$9,541
Benefits paid (including direct rollovers)2023-12-31$9,261
Total plan assets at end of year2023-12-31$1,606,137
Total plan assets at beginning of year2023-12-31$1,291,137
Value of fidelity bond covering the plan2023-12-31$150,000
Total contributions received or receivable from participants2023-12-31$109,724
Other income received2023-12-31$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$280
2022 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 401k financial data
Total income from all sources2022-12-31$-74,383
Expenses. Total of all expenses incurred2022-12-31$10,471
Benefits paid (including direct rollovers)2022-12-31$10,181
Total plan assets at end of year2022-12-31$1,291,137
Total plan assets at beginning of year2022-12-31$1,375,991
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$98,773
Other income received2022-12-31$-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
Total income from all sources2021-12-31$283,645
Expenses. Total of all expenses incurred2021-12-31$5,762
Benefits paid (including direct rollovers)2021-12-31$5,482
Total plan assets at end of year2021-12-31$1,375,991
Total plan assets at beginning of year2021-12-31$1,098,108
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$97,555
Other income received2021-12-31$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
Total income from all sources2020-12-31$265,958
Expenses. Total of all expenses incurred2020-12-31$220
Total plan assets at end of year2020-12-31$1,098,108
Total plan assets at beginning of year2020-12-31$832,370
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$90,360
Other income received2020-12-31$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
Total income from all sources2019-12-31$228,010
Expenses. Total of all expenses incurred2019-12-31$1,715
Benefits paid (including direct rollovers)2019-12-31$1,500
Total plan assets at end of year2019-12-31$832,370
Total plan assets at beginning of year2019-12-31$606,075
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$90,048
Other income received2019-12-31$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
Total income from all sources2018-12-31$74,939
Expenses. Total of all expenses incurred2018-12-31$675
Benefits paid (including direct rollovers)2018-12-31$645
Total plan assets at end of year2018-12-31$606,075
Total plan assets at beginning of year2018-12-31$531,811
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$78,822
Other income received2018-12-31$-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
Total income from all sources2017-12-31$129,672
Expenses. Total of all expenses incurred2017-12-31$515
Benefits paid (including direct rollovers)2017-12-31$515
Total plan assets at end of year2017-12-31$531,811
Total plan assets at beginning of year2017-12-31$402,654
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$53,512
Other income received2017-12-31$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
Total income from all sources2016-12-31$71,285
Expenses. Total of all expenses incurred2016-12-31$475
Total plan assets at end of year2016-12-31$402,654
Total plan assets at beginning of year2016-12-31$331,844
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$48,499
Other income received2016-12-31$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
Total income from all sources2015-12-31$38,938
Total plan assets at end of year2015-12-31$331,844
Total plan assets at beginning of year2015-12-31$292,906
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$47,907
Other income received2015-12-31$-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
Total income from all sources2014-12-31$34,843
Total plan assets at end of year2014-12-31$292,906
Total plan assets at beginning of year2014-12-31$258,063
Total contributions received or receivable from participants2014-12-31$22,915
Other income received2014-12-31$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
Total income from all sources2013-12-31$68,830
Total plan assets at end of year2013-12-31$258,063
Total plan assets at beginning of year2013-12-31$189,233
Total contributions received or receivable from participants2013-12-31$20,535
Other income received2013-12-31$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

Form 5500 Responses for JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

2023: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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