SOL PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOL PARTNERS, LLC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : SOL PARTNERS, LLC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $90,223 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $23,661 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $11,910 |
| Total plan assets at end of year | 2024-01-01 | $450,277 |
| Total plan assets at beginning of year | 2024-01-01 | $383,715 |
| Total contributions received or receivable from participants | 2024-01-01 | $33,202 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $11,751 |
| Other income received | 2024-01-01 | $45,142 |
| Net income (gross income less expenses) | 2024-01-01 | $66,562 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $450,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $383,715 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $11,879 |
| 2023 : SOL PARTNERS, LLC RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $100,703 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $18,497 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $4,532 |
| Total plan assets at end of year | 2023-12-31 | $383,715 |
| Total plan assets at beginning of year | 2023-12-31 | $301,509 |
| Total contributions received or receivable from participants | 2023-12-31 | $33,248 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $13,965 |
| Other income received | 2023-12-31 | $53,944 |
| Net income (gross income less expenses) | 2023-12-31 | $82,206 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $383,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $301,509 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $13,511 |
| 2022 : SOL PARTNERS, LLC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-16,845 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $7,868 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,679 |
| Total plan assets at end of year | 2022-12-31 | $301,509 |
| Total plan assets at beginning of year | 2022-12-31 | $326,222 |
| Total contributions received or receivable from participants | 2022-12-31 | $28,233 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,189 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,305 |
| Other income received | 2022-12-31 | $-55,047 |
| Net income (gross income less expenses) | 2022-12-31 | $-24,713 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $301,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $326,222 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,664 |
| 2021 : SOL PARTNERS, LLC RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $92,276 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $37,617 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $24,543 |
| Total plan assets at end of year | 2021-12-31 | $326,222 |
| Total plan assets at beginning of year | 2021-12-31 | $271,563 |
| Total contributions received or receivable from participants | 2021-12-31 | $25,126 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $13,074 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $17,089 |
| Other income received | 2021-12-31 | $39,973 |
| Net income (gross income less expenses) | 2021-12-31 | $54,659 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $326,222 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $271,563 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,088 |
| 2020 : SOL PARTNERS, LLC RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $168,703 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $411,954 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $401,096 |
| Total plan assets at end of year | 2020-12-31 | $271,563 |
| Total plan assets at beginning of year | 2020-12-31 | $514,814 |
| Total contributions received or receivable from participants | 2020-12-31 | $58,046 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $10,036 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $7,009 |
| Other income received | 2020-12-31 | $59,874 |
| Net income (gross income less expenses) | 2020-12-31 | $-243,251 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $271,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $514,814 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $43,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $822 |
| 2019 : SOL PARTNERS, LLC RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $202,748 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $18,233 |
| Total plan assets at end of year | 2019-12-31 | $514,814 |
| Total plan assets at beginning of year | 2019-12-31 | $330,299 |
| Total contributions received or receivable from participants | 2019-12-31 | $64,569 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $9,712 |
| Other income received | 2019-12-31 | $87,675 |
| Net income (gross income less expenses) | 2019-12-31 | $184,515 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $514,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $330,299 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $50,504 |
| Value of corrective distributions | 2019-12-31 | $8,521 |
| 2018 : SOL PARTNERS, LLC RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $63,524 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $8,068 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,300 |
| Total plan assets at end of year | 2018-12-31 | $330,299 |
| Total plan assets at beginning of year | 2018-12-31 | $274,843 |
| Total contributions received or receivable from participants | 2018-12-31 | $58,550 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,768 |
| Other income received | 2018-12-31 | $-39,669 |
| Net income (gross income less expenses) | 2018-12-31 | $55,456 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $330,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $274,843 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $44,643 |
| 2017 : SOL PARTNERS, LLC RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $134,178 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,693 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,540 |
| Total plan assets at end of year | 2017-12-31 | $274,843 |
| Total plan assets at beginning of year | 2017-12-31 | $149,358 |
| Total contributions received or receivable from participants | 2017-12-31 | $61,287 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,153 |
| Other income received | 2017-12-31 | $43,426 |
| Net income (gross income less expenses) | 2017-12-31 | $125,485 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $274,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $149,358 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $29,465 |
| 2016 : SOL PARTNERS, LLC RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $149,501 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $143 |
| Total plan assets at end of year | 2016-12-31 | $149,358 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $40,878 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $143 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $91,451 |
| Other income received | 2016-12-31 | $1,759 |
| Net income (gross income less expenses) | 2016-12-31 | $149,358 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $149,358 |
| 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 | $15,413 |
| 2023: SOL PARTNERS, LLC RETIREMENT 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 | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SOL PARTNERS, LLC RETIREMENT 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SOL PARTNERS, LLC RETIREMENT PLAN 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
