COLBERT INVESTMENT MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2022: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 3 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|
2022 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
Transfers to/from the plan | 2022-07-14 | $0 |
Total plan liabilities at end of year | 2022-07-14 | $0 |
Total plan liabilities at beginning of year | 2022-07-14 | $0 |
Total income from all sources | 2022-07-14 | $-76,909 |
Expenses. Total of all expenses incurred | 2022-07-14 | $189,161 |
Benefits paid (including direct rollovers) | 2022-07-14 | $188,906 |
Total plan assets at end of year | 2022-07-14 | $0 |
Total plan assets at beginning of year | 2022-07-14 | $266,070 |
Value of fidelity bond covering the plan | 2022-07-14 | $26,607 |
Total contributions received or receivable from participants | 2022-07-14 | $17,382 |
Expenses. Other expenses not covered elsewhere | 2022-07-14 | $0 |
Contributions received from other sources (not participants or employers) | 2022-07-14 | $0 |
Other income received | 2022-07-14 | $-98,013 |
Net income (gross income less expenses) | 2022-07-14 | $-266,070 |
Net plan assets at end of year (total assets less liabilities) | 2022-07-14 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-07-14 | $266,070 |
Total contributions received or receivable from employer(s) | 2022-07-14 | $3,722 |
Value of certain deemed distributions of participant loans | 2022-07-14 | $0 |
Value of corrective distributions | 2022-07-14 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-14 | $255 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-14 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2022-07-14 | $0 |
Minimum employer required contribution for this plan year | 2022-07-14 | $0 |
Amount contributed by the employer to the plan for this plan year | 2022-07-14 | $0 |
2021 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $46,903 |
Expenses. Total of all expenses incurred | 2021-12-31 | $120 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $266,070 |
Total plan assets at beginning of year | 2021-12-31 | $219,287 |
Value of fidelity bond covering the plan | 2021-12-31 | $21,929 |
Total contributions received or receivable from participants | 2021-12-31 | $36,829 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,679 |
Net income (gross income less expenses) | 2021-12-31 | $46,783 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $266,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $219,287 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $8,395 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $120 |
2020 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $69,453 |
Expenses. Total of all expenses incurred | 2020-12-31 | $60 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $219,287 |
Total plan assets at beginning of year | 2020-12-31 | $149,894 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Total contributions received or receivable from participants | 2020-12-31 | $34,187 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $26,018 |
Net income (gross income less expenses) | 2020-12-31 | $69,393 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $219,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $149,894 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $9,248 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $60 |
2019 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $60,601 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $149,894 |
Total plan assets at beginning of year | 2019-12-31 | $89,293 |
Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
Total contributions received or receivable from participants | 2019-12-31 | $35,137 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $16,220 |
Net income (gross income less expenses) | 2019-12-31 | $60,601 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $149,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $89,293 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $9,244 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $5,047 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $89,293 |
Total plan assets at beginning of year | 2018-12-31 | $84,246 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Total contributions received or receivable from participants | 2018-12-31 | $35,067 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-39,363 |
Net income (gross income less expenses) | 2018-12-31 | $5,047 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $89,293 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $84,246 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $9,343 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $52,749 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $84,246 |
Total plan assets at beginning of year | 2017-12-31 | $31,497 |
Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
Total contributions received or receivable from participants | 2017-12-31 | $32,520 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $11,644 |
Net income (gross income less expenses) | 2017-12-31 | $52,749 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $84,246 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,497 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,585 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $33,223 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,726 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,650 |
Total plan assets at end of year | 2016-12-31 | $31,497 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
Total contributions received or receivable from participants | 2016-12-31 | $26,858 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-1,900 |
Net income (gross income less expenses) | 2016-12-31 | $31,497 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $31,497 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $8,265 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $76 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 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 |
2022: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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 | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 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: COLBERT INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
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 |