401k Plan data: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN plan

SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	001

SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPERRY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPERRY & ASSOCIATES, INC.

Employer identification number (EIN): 591481055

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BARTLETT C. WELLS 2024-06-14 BARTLETT C. WELLS 2024-06-14
001 2022-01-01 BARTLETT C. WELLS 2023-08-28 BARTLETT C. WELLS 2023-08-28
001 2021-01-01 TONY C. BENTON 2022-05-25
001 2020-01-01 TONY C. BENTON 2021-08-20 TONY C. BENTON 2021-08-20
001 2019-01-01 TONY C. BENTON 2020-08-12 TONY C. BENTON 2020-08-12
001 2018-01-01 CANITA GUNTER PETERSON
001 2017-01-01 CANITA GUNTER PETERSON
001 2016-01-01 CANITA GUNTER PETERSON
001 2015-01-01 CANITA GUNTER PETERSON
001 2014-01-01 CANITA GUNTER PETERSON
001 2013-01-01 CANITA GUNTER PETERSON
001 2012-01-01 CANITA GUNTER PETERSON
001 2011-01-01 CANITA GUNTER PETERSON
001 2010-01-01 CANITA GUNTER PETERSON
001 2009-01-01 CANITA GUNTER PETERSON
001 2009-01-01
001 2009-01-01 CANITA GUNTER PETERSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARTLETT C. WELLS	2024-06-14	BARTLETT C. WELLS	2024-06-14
001	2022-01-01	BARTLETT C. WELLS	2023-08-28	BARTLETT C. WELLS	2023-08-28
001	2021-01-01	TONY C. BENTON	2022-05-25
001	2020-01-01	TONY C. BENTON	2021-08-20	TONY C. BENTON	2021-08-20
001	2019-01-01	TONY C. BENTON	2020-08-12	TONY C. BENTON	2020-08-12
001	2018-01-01	CANITA GUNTER PETERSON
001	2017-01-01	CANITA GUNTER PETERSON
001	2016-01-01	CANITA GUNTER PETERSON
001	2015-01-01	CANITA GUNTER PETERSON
001	2014-01-01	CANITA GUNTER PETERSON
001	2013-01-01	CANITA GUNTER PETERSON
001	2012-01-01	CANITA GUNTER PETERSON
001	2011-01-01	CANITA GUNTER PETERSON
001	2010-01-01	CANITA GUNTER PETERSON
001	2009-01-01	CANITA GUNTER PETERSON
001	2009-01-01
001	2009-01-01	CANITA GUNTER PETERSON

Plan Statistics for SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2025: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-12 44
Total number of particpants at end of year 2025-02-12 0
Number of Participants With Account Balances 2025-02-12 0
2023: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 37
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 7
Total of all active and inactive participants 2023-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 44
Number of participants with account balances 2023-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
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 7
Total of all active and inactive participants 2022-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 42
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 39
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 5
Total of all active and inactive participants 2021-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 44
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
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 8
Total of all active and inactive participants 2020-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 48
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
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 5
Total of all active and inactive participants 2019-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 43
Number of participants with account balances 2019-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41
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 17
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
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 13
Total of all active and inactive participants 2017-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 55
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 49
Total participants 2016-01-01 49
Number of participants with account balances 2016-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 49
Total participants 2015-01-01 49
Number of participants with account balances 2015-01-01 37
2014: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 46
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 40
2013: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 44
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 48
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 54
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 41
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 58
Total participants 2010-01-01 58
Number of participants with account balances 2010-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 58
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2025: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-12	44
Total number of particpants at end of year	2025-02-12	0
Number of Participants With Account Balances	2025-02-12	0
2023: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	37
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	7
Total of all active and inactive participants	2023-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	44
Number of participants with account balances	2023-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
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	7
Total of all active and inactive participants	2022-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	42
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	39
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	5
Total of all active and inactive participants	2021-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	44
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
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	8
Total of all active and inactive participants	2020-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	48
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
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	5
Total of all active and inactive participants	2019-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	43
Number of participants with account balances	2019-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41
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	17
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
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	13
Total of all active and inactive participants	2017-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	55
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	49
Total participants	2016-01-01	49
Number of participants with account balances	2016-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	49
Total participants	2015-01-01	49
Number of participants with account balances	2015-01-01	37
2014: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	46
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	40
2013: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	44
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	48
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	54
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	41
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	58
Total participants	2010-01-01	58
Number of participants with account balances	2010-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	58
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2025 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-02-12	-1172496
Total liabilities as of the end of the plan year	2025-02-12	0
Total liabilities as of the beginning of the plan year	2025-02-12	1533
Total expenses incurred by plan in this plan year	2025-02-12	8755
Net assets as of the end of the plan year	2025-02-12	0
Total assets as of the beginning of the plan year	2025-02-12	1167829
Value of plan covered by a fidelity bond	2025-02-12	116630
Participant contributions to plan in this plan year	2025-02-12	0
Other expenses paid from plan in this plan year	2025-02-12	8755
Other contributions to plan in this plan year	2025-02-12	1533
Other income to plan in this plan year	2025-02-12	13422
Plan net income in this plan year	2025-02-12	6200
Net assets as of the end of the plan year	2025-02-12	0
Net assets as of the beginning of the plan year	2025-02-12	1166296
Employer contributions to plan in this plan year	2025-02-12	0
2023 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1,533
Total plan liabilities at beginning of year	2023-12-31	$1,533
Total income from all sources	2023-12-31	$215,102
Expenses. Total of all expenses incurred	2023-12-31	$510,894
Benefits paid (including direct rollovers)	2023-12-31	$494,463
Total plan assets at end of year	2023-12-31	$1,167,829
Total plan assets at beginning of year	2023-12-31	$1,463,621
Value of fidelity bond covering the plan	2023-12-31	$218,362
Expenses. Other expenses not covered elsewhere	2023-12-31	$16,431
Other income received	2023-12-31	$215,102
Net income (gross income less expenses)	2023-12-31	$-295,792
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,166,296
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,462,088
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
2022 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,533
Total plan liabilities at beginning of year	2022-12-31	$1,533
Total income from all sources	2022-12-31	$-344,071
Expenses. Total of all expenses incurred	2022-12-31	$168,199
Benefits paid (including direct rollovers)	2022-12-31	$150,471
Total plan assets at end of year	2022-12-31	$1,463,621
Total plan assets at beginning of year	2022-12-31	$1,975,891
Value of fidelity bond covering the plan	2022-12-31	$277,436
Expenses. Other expenses not covered elsewhere	2022-12-31	$17,728
Other income received	2022-12-31	$-344,071
Net income (gross income less expenses)	2022-12-31	$-512,270
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,462,088
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,974,358
Assets. Value of real-estate (other than employer real property)	2022-12-31	$80,000
2021 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,533
Total plan liabilities at beginning of year	2021-12-31	$1,533
Total income from all sources	2021-12-31	$275,467
Expenses. Total of all expenses incurred	2021-12-31	$32,145
Benefits paid (including direct rollovers)	2021-12-31	$13,821
Total plan assets at end of year	2021-12-31	$1,975,891
Total plan assets at beginning of year	2021-12-31	$1,732,569
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$18,324
Other income received	2021-12-31	$275,467
Net income (gross income less expenses)	2021-12-31	$243,322
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,974,358
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,731,036
Assets. Value of real-estate (other than employer real property)	2021-12-31	$80,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,533
Total plan liabilities at beginning of year	2020-12-31	$1,533
Total income from all sources	2020-12-31	$310,218
Expenses. Total of all expenses incurred	2020-12-31	$14,418
Total plan assets at end of year	2020-12-31	$1,732,569
Total plan assets at beginning of year	2020-12-31	$1,436,769
Value of fidelity bond covering the plan	2020-12-31	$143,677
Expenses. Other expenses not covered elsewhere	2020-12-31	$14,418
Other income received	2020-12-31	$210,218
Net income (gross income less expenses)	2020-12-31	$295,800
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,731,036
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,435,236
Assets. Value of real-estate (other than employer real property)	2020-12-31	$80,000
Total contributions received or receivable from employer(s)	2020-12-31	$100,000
2019 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,533
Total plan liabilities at beginning of year	2019-12-31	$1,533
Total income from all sources	2019-12-31	$328,394
Expenses. Total of all expenses incurred	2019-12-31	$46,846
Benefits paid (including direct rollovers)	2019-12-31	$33,792
Total plan assets at end of year	2019-12-31	$1,436,769
Total plan assets at beginning of year	2019-12-31	$1,155,221
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,054
Other income received	2019-12-31	$228,394
Net income (gross income less expenses)	2019-12-31	$281,548
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,435,236
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,153,688
Assets. Value of real-estate (other than employer real property)	2019-12-31	$80,000
Total contributions received or receivable from employer(s)	2019-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,533
Total plan liabilities at beginning of year	2018-12-31	$1,533
Total income from all sources	2018-12-31	$-40,632
Expenses. Total of all expenses incurred	2018-12-31	$12,956
Total plan assets at end of year	2018-12-31	$1,155,221
Total plan assets at beginning of year	2018-12-31	$1,208,809
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$12,956
Other income received	2018-12-31	$-65,632
Net income (gross income less expenses)	2018-12-31	$-53,588
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,153,688
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,207,276
Assets. Value of real-estate (other than employer real property)	2018-12-31	$80,000
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
2017 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,533
Total plan liabilities at beginning of year	2017-12-31	$1,533
Total income from all sources	2017-12-31	$188,394
Expenses. Total of all expenses incurred	2017-12-31	$35,433
Benefits paid (including direct rollovers)	2017-12-31	$23,392
Total plan assets at end of year	2017-12-31	$1,208,809
Total plan assets at beginning of year	2017-12-31	$1,055,848
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$12,041
Other income received	2017-12-31	$138,394
Net income (gross income less expenses)	2017-12-31	$152,961
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,207,276
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,054,315
Assets. Value of real-estate (other than employer real property)	2017-12-31	$95,000
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,533
Total plan liabilities at beginning of year	2016-12-31	$1,533
Total income from all sources	2016-12-31	$160,121
Expenses. Total of all expenses incurred	2016-12-31	$138,350
Benefits paid (including direct rollovers)	2016-12-31	$126,340
Total plan assets at end of year	2016-12-31	$1,055,848
Total plan assets at beginning of year	2016-12-31	$1,034,077
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$12,010
Other income received	2016-12-31	$60,121
Net income (gross income less expenses)	2016-12-31	$21,771
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,054,315
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,032,544
Assets. Value of real-estate (other than employer real property)	2016-12-31	$95,000
Total contributions received or receivable from employer(s)	2016-12-31	$100,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,533
Total plan liabilities at beginning of year	2015-12-31	$1,533
Total income from all sources	2015-12-31	$-22,452
Expenses. Total of all expenses incurred	2015-12-31	$46,794
Benefits paid (including direct rollovers)	2015-12-31	$34,800
Total plan assets at end of year	2015-12-31	$1,034,077
Total plan assets at beginning of year	2015-12-31	$1,103,323
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$11,994
Other income received	2015-12-31	$-22,452
Net income (gross income less expenses)	2015-12-31	$-69,246
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,032,544
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,101,790
Assets. Value of real-estate (other than employer real property)	2015-12-31	$130,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,533
Total plan liabilities at beginning of year	2014-12-31	$1,533
Total income from all sources	2014-12-31	$21,602
Expenses. Total of all expenses incurred	2014-12-31	$12,012
Total plan assets at end of year	2014-12-31	$1,103,323
Total plan assets at beginning of year	2014-12-31	$1,093,733
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,012
Other income received	2014-12-31	$21,602
Net income (gross income less expenses)	2014-12-31	$9,590
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,101,790
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,092,200
Assets. Value of real-estate (other than employer real property)	2014-12-31	$190,000
2013 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,533
Total plan liabilities at beginning of year	2013-12-31	$37
Total income from all sources	2013-12-31	$12,271
Expenses. Total of all expenses incurred	2013-12-31	$81,063
Benefits paid (including direct rollovers)	2013-12-31	$72,353
Total plan assets at end of year	2013-12-31	$1,093,733
Total plan assets at beginning of year	2013-12-31	$1,161,029
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,710
Other income received	2013-12-31	$12,271
Net income (gross income less expenses)	2013-12-31	$-68,792
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,092,200
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,160,992
Assets. Value of real-estate (other than employer real property)	2013-12-31	$230,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	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 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$37
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$104,162
Expenses. Total of all expenses incurred	2012-12-31	$38,970
Benefits paid (including direct rollovers)	2012-12-31	$28,834
Total plan assets at end of year	2012-12-31	$1,161,029
Total plan assets at beginning of year	2012-12-31	$1,095,800
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,136
Other income received	2012-12-31	$104,162
Net income (gross income less expenses)	2012-12-31	$65,192
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,160,992
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,095,800
Assets. Value of real-estate (other than employer real property)	2012-12-31	$295,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	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 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-53,689
Expenses. Total of all expenses incurred	2011-12-31	$78,576
Benefits paid (including direct rollovers)	2011-12-31	$70,530
Total plan assets at end of year	2011-12-31	$1,095,800
Total plan assets at beginning of year	2011-12-31	$1,228,065
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,046
Other income received	2011-12-31	$-53,689
Net income (gross income less expenses)	2011-12-31	$-132,265
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,095,800
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,228,065
Assets. Value of real-estate (other than employer real property)	2011-12-31	$295,000
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 : SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$173,960
Expenses. Total of all expenses incurred	2010-12-31	$75,623
Benefits paid (including direct rollovers)	2010-12-31	$68,979
Total plan assets at end of year	2010-12-31	$1,228,065
Total plan assets at beginning of year	2010-12-31	$1,129,728
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,644
Other income received	2010-12-31	$173,765
Net income (gross income less expenses)	2010-12-31	$98,337
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,228,065
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,129,728
Assets. Value of real-estate (other than employer real property)	2010-12-31	$345,000
Total contributions received or receivable from employer(s)	2010-12-31	$195

Form 5500 Responses for SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN

2023: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SPERRY & ASSOCIATES, INC. 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
2021: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPERRY & ASSOCIATES, INC.
Employer identification number (EIN):	591481055
NAIC Classification:	236200