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SERENITY ASSOCIATES INC. 401(K) PLAN 401k Plan overview

Plan NameSERENITY ASSOCIATES INC. 401(K) PLAN
Plan identification number 001

SERENITY ASSOCIATES INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

SERENITY ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:SERENITY ASSOCIATES INC.
Employer identification number (EIN):474891103
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERENITY ASSOCIATES INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012017-07-01
0012016-07-01BRIAN CHOQUETTE BRIAN CHOQUETTE2018-07-24
0012016-07-01 BRIAN CHOQUETTE2018-01-12
0012015-08-22BRIAN CHOQUETTE BRIAN CHOQUETTE2017-04-14

Plan Statistics for SERENITY ASSOCIATES INC. 401(K) PLAN

401k plan membership statisitcs for SERENITY ASSOCIATES INC. 401(K) PLAN

Measure Date Value
2022: SERENITY ASSOCIATES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-012
Total number of active participants reported on line 7a of the Form 55002022-07-011
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-012
Number of participants with account balances2022-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: SERENITY ASSOCIATES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-012
Total of all active and inactive participants2021-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-012
Number of participants with account balances2021-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SERENITY ASSOCIATES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-012
Number of participants with account balances2020-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SERENITY ASSOCIATES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-015
Total number of active participants reported on line 7a of the Form 55002019-07-015
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-015
Number of participants with account balances2019-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SERENITY ASSOCIATES INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-015
Total number of active participants reported on line 7a of the Form 55002018-07-015
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-015
Number of participants with account balances2018-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SERENITY ASSOCIATES INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-015
Total number of active participants reported on line 7a of the Form 55002017-07-015
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-015
Number of participants with account balances2017-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SERENITY ASSOCIATES INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-013
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-014
Number of participants with account balances2016-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SERENITY ASSOCIATES INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-220
Total number of active participants reported on line 7a of the Form 55002015-08-221
Number of retired or separated participants receiving benefits2015-08-220
Number of other retired or separated participants entitled to future benefits2015-08-220
Total of all active and inactive participants2015-08-221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-220
Total participants2015-08-221
Number of participants with account balances2015-08-221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-220

Financial Data on SERENITY ASSOCIATES INC. 401(K) PLAN

Measure Date Value
2023 : SERENITY ASSOCIATES INC. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$0
Expenses. Total of all expenses incurred2023-06-30$0
Benefits paid (including direct rollovers)2023-06-30$0
Total plan assets at end of year2023-06-30$5,674
Total plan assets at beginning of year2023-06-30$5,674
Total contributions received or receivable from participants2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$0
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$0
Net plan assets at end of year (total assets less liabilities)2023-06-30$5,674
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$5,674
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-06-30$672
Total contributions received or receivable from employer(s)2023-06-30$0
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : SERENITY ASSOCIATES INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$0
Expenses. Total of all expenses incurred2022-06-30$0
Benefits paid (including direct rollovers)2022-06-30$0
Total plan assets at end of year2022-06-30$5,674
Total plan assets at beginning of year2022-06-30$5,674
Value of fidelity bond covering the plan2022-06-30$10,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$0
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$0
Net plan assets at end of year (total assets less liabilities)2022-06-30$5,674
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$5,674
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-06-30$672
Total contributions received or receivable from employer(s)2022-06-30$0
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
2020 : SERENITY ASSOCIATES INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$9,439
Expenses. Total of all expenses incurred2020-06-30$162,094
Benefits paid (including direct rollovers)2020-06-30$162,094
Total plan assets at end of year2020-06-30$77,354
Total plan assets at beginning of year2020-06-30$230,009
Value of fidelity bond covering the plan2020-06-30$50,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$9,439
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-152,655
Net plan assets at end of year (total assets less liabilities)2020-06-30$77,354
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$230,009
Assets. Value of employer securities2020-06-30$0
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : SERENITY ASSOCIATES INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$29,801
Expenses. Total of all expenses incurred2019-06-30$0
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$230,009
Total plan assets at beginning of year2019-06-30$200,208
Value of fidelity bond covering the plan2019-06-30$50,000
Total contributions received or receivable from participants2019-06-30$16,800
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$11,184
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$29,801
Net plan assets at end of year (total assets less liabilities)2019-06-30$230,009
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$200,208
Assets. Value of employer securities2019-06-30$152,655
Total contributions received or receivable from employer(s)2019-06-30$1,817
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : SERENITY ASSOCIATES INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$84,970
Expenses. Total of all expenses incurred2018-06-30$788
Benefits paid (including direct rollovers)2018-06-30$0
Total plan assets at end of year2018-06-30$200,659
Total plan assets at beginning of year2018-06-30$116,477
Value of fidelity bond covering the plan2018-06-30$10,000
Total contributions received or receivable from participants2018-06-30$34,128
Expenses. Other expenses not covered elsewhere2018-06-30$788
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$48,394
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$84,182
Net plan assets at end of year (total assets less liabilities)2018-06-30$200,659
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$116,477
Assets. Value of employer securities2018-06-30$143,464
Total contributions received or receivable from employer(s)2018-06-30$2,448
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : SERENITY ASSOCIATES INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$67,694
Expenses. Total of all expenses incurred2017-06-30$113
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$116,370
Total plan assets at beginning of year2017-06-30$48,789
Total contributions received or receivable from participants2017-06-30$16,602
Expenses. Other expenses not covered elsewhere2017-06-30$113
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$49,628
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$67,581
Net plan assets at end of year (total assets less liabilities)2017-06-30$116,370
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$48,789
Assets. Value of employer securities2017-06-30$97,878
Total contributions received or receivable from employer(s)2017-06-30$1,464
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : SERENITY ASSOCIATES INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-06-30$48,789
Expenses. Total of all expenses incurred2016-06-30$0
Total plan assets at end of year2016-06-30$48,789
Total plan assets at beginning of year2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$134,068
Other income received2016-06-30$-85,279
Net income (gross income less expenses)2016-06-30$48,789
Net plan assets at end of year (total assets less liabilities)2016-06-30$48,789
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
Assets. Value of employer securities2016-06-30$48,789

Form 5500 Responses for SERENITY ASSOCIATES INC. 401(K) PLAN

2022: SERENITY ASSOCIATES INC. 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SERENITY ASSOCIATES INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SERENITY ASSOCIATES INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SERENITY ASSOCIATES INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SERENITY ASSOCIATES INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SERENITY ASSOCIATES INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SERENITY ASSOCIATES INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SERENITY ASSOCIATES INC. 401(K) PLAN 2015 form 5500 responses
2015-08-22Type of plan entitySingle employer plan
2015-08-22First time form 5500 has been submittedYes
2015-08-22Submission has been amendedNo
2015-08-22This submission is the final filingNo
2015-08-22This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-22Plan is a collectively bargained planNo
2015-08-22Plan funding arrangement – TrustYes
2015-08-22Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127664
Policy instance 1
Insurance contract or identification number127664
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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