?>
Plan Name | CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CONELIAN ASSOCIATES, INC. |
Employer identification number (EIN): | 464420064 |
NAIC Classification: | 812990 |
NAIC Description: | All Other Personal Services |
Additional information about CONELIAN ASSOCIATES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2014-01-02 |
Company Identification Number: | P14000000652 |
Legal Registered Office Address: |
1560 Wells Road, Suite 1 Orange Park 32073 |
More information about CONELIAN ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | CHERYL WESTON | |||
001 | 2017-01-01 | CHERYL WESTON | |||
001 | 2016-01-01 | CHERYL WESTON | |||
001 | 2015-01-01 | CHERYL WESTON | |||
001 | 2014-01-07 | CHERYL WESTON |
Measure | Date | Value |
---|---|---|
2023: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-07 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-07 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-07 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-07 | 0 |
Total of all active and inactive participants | 2014-01-07 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-07 | 0 |
Total participants | 2014-01-07 | 1 |
Number of participants with account balances | 2014-01-07 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-07 | 0 |
Measure | Date | Value |
---|---|---|
2023 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2023 401k financial data | ||
Total income from all sources | 2023-08-29 | $-171,005 |
Expenses. Total of all expenses incurred | 2023-08-29 | $202,035 |
Benefits paid (including direct rollovers) | 2023-08-29 | $200,883 |
Total plan assets at end of year | 2023-08-29 | $0 |
Total plan assets at beginning of year | 2023-08-29 | $373,040 |
Expenses. Other expenses not covered elsewhere | 2023-08-29 | $1,152 |
Other income received | 2023-08-29 | $-171,005 |
Net income (gross income less expenses) | 2023-08-29 | $-373,040 |
Net plan assets at end of year (total assets less liabilities) | 2023-08-29 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-08-29 | $373,040 |
Assets. Value of employer securities | 2023-08-29 | $0 |
2022 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-82,451 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,334 |
Total plan assets at end of year | 2022-12-31 | $373,040 |
Total plan assets at beginning of year | 2022-12-31 | $456,825 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,334 |
Other income received | 2022-12-31 | $-82,451 |
Net income (gross income less expenses) | 2022-12-31 | $-83,785 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $373,040 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $456,825 |
Assets. Value of employer securities | 2022-12-31 | $161,052 |
2021 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $286,893 |
Expenses. Total of all expenses incurred | 2021-12-31 | $308 |
Total plan assets at end of year | 2021-12-31 | $456,825 |
Total plan assets at beginning of year | 2021-12-31 | $170,240 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $308 |
Other income received | 2021-12-31 | $286,893 |
Net income (gross income less expenses) | 2021-12-31 | $286,585 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $456,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $170,240 |
Assets. Value of employer securities | 2021-12-31 | $364,319 |
2020 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $99,851 |
Expenses. Total of all expenses incurred | 2020-12-31 | $8,498 |
Benefits paid (including direct rollovers) | 2020-12-31 | $8,498 |
Total plan assets at end of year | 2020-12-31 | $170,240 |
Total plan assets at beginning of year | 2020-12-31 | $78,887 |
Other income received | 2020-12-31 | $99,851 |
Net income (gross income less expenses) | 2020-12-31 | $91,353 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $170,240 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $78,887 |
Assets. Value of employer securities | 2020-12-31 | $170,240 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $-39,754 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $78,887 |
Total plan assets at beginning of year | 2019-12-31 | $118,641 |
Other income received | 2019-12-31 | $-39,754 |
Net income (gross income less expenses) | 2019-12-31 | $-39,754 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $78,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $118,641 |
Assets. Value of employer securities | 2019-12-31 | $70,395 |
2018 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-90,936 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $118,641 |
Total plan assets at beginning of year | 2018-12-31 | $209,577 |
Other income received | 2018-12-31 | $-90,936 |
Net income (gross income less expenses) | 2018-12-31 | $-90,936 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $118,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $209,577 |
Assets. Value of employer securities | 2018-12-31 | $110,200 |
2017 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $67,462 |
Expenses. Total of all expenses incurred | 2017-12-31 | $17,000 |
Benefits paid (including direct rollovers) | 2017-12-31 | $17,000 |
Total plan assets at end of year | 2017-12-31 | $209,577 |
Total plan assets at beginning of year | 2017-12-31 | $159,115 |
Other income received | 2017-12-31 | $67,462 |
Net income (gross income less expenses) | 2017-12-31 | $50,462 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $209,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $159,115 |
Assets. Value of employer securities | 2017-12-31 | $201,200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $28,711 |
Expenses. Total of all expenses incurred | 2016-12-31 | $20,000 |
Benefits paid (including direct rollovers) | 2016-12-31 | $20,000 |
Total plan assets at end of year | 2016-12-31 | $159,115 |
Total plan assets at beginning of year | 2016-12-31 | $150,404 |
Other income received | 2016-12-31 | $28,711 |
Net income (gross income less expenses) | 2016-12-31 | $8,711 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $159,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $150,404 |
Assets. Value of employer securities | 2016-12-31 | $133,800 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-94,895 |
Expenses. Total of all expenses incurred | 2015-12-31 | $60,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $60,000 |
Total plan assets at end of year | 2015-12-31 | $150,404 |
Total plan assets at beginning of year | 2015-12-31 | $305,299 |
Other income received | 2015-12-31 | $-94,895 |
Net income (gross income less expenses) | 2015-12-31 | $-154,895 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $150,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $305,299 |
Assets. Value of employer securities | 2015-12-31 | $105,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $380,369 |
Expenses. Total of all expenses incurred | 2014-12-31 | $75,070 |
Benefits paid (including direct rollovers) | 2014-12-31 | $75,000 |
Total plan assets at end of year | 2014-12-31 | $305,299 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $70 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $380,356 |
Other income received | 2014-12-31 | $13 |
Net income (gross income less expenses) | 2014-12-31 | $305,299 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $305,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $200,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2023: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | Yes |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses | ||
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 | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses | ||
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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses | ||
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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses | ||
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: CONELIAN ASSOCIATES, INC. 401K 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: CONELIAN ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-07 | Type of plan entity | Single employer plan |
2014-01-07 | First time form 5500 has been submitted | Yes |
2014-01-07 | Submission has been amended | No |
2014-01-07 | This submission is the final filing | No |
2014-01-07 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-07 | Plan is a collectively bargained plan | No |
2014-01-07 | Plan funding arrangement – Trust | Yes |
2014-01-07 | Plan benefit arrangement - Trust | Yes |