MESHKE PADDOCK & BUDZINSKI, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN
401k plan membership statisitcs for RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN
Measure | Date | Value |
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2022: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
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 | 6 |
Total of all active and inactive participants | 2022-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 21 |
Number of participants with account balances | 2022-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
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 | 6 |
Total of all active and inactive participants | 2021-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 20 |
Number of participants with account balances | 2021-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
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 | 7 |
Total of all active and inactive participants | 2020-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 19 |
Number of participants with account balances | 2020-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
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 | 7 |
Total of all active and inactive participants | 2019-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 21 |
Number of participants with account balances | 2019-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
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 | 9 |
Total of all active and inactive participants | 2018-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 20 |
Number of participants with account balances | 2018-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
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 | 10 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
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 | 12 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 32 |
Number of participants with account balances | 2015-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 35 |
Number of participants with account balances | 2014-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 33 |
Number of participants with account balances | 2013-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 40 |
Number of participants with account balances | 2011-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 35 |
Number of participants with account balances | 2009-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-476,606 |
Expenses. Total of all expenses incurred | 2022-12-31 | $62,445 |
Benefits paid (including direct rollovers) | 2022-12-31 | $62,195 |
Total plan assets at end of year | 2022-12-31 | $2,982,436 |
Total plan assets at beginning of year | 2022-12-31 | $3,521,487 |
Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $145,035 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $26,588 |
Other income received | 2022-12-31 | $-648,229 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-539,051 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,982,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,521,487 |
Assets. Value of participant loans | 2022-12-31 | $64,131 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $250 |
2021 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2021 401k financial data |
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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 | $712,778 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,491,916 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,491,666 |
Total plan assets at end of year | 2021-12-31 | $3,521,487 |
Total plan assets at beginning of year | 2021-12-31 | $4,300,625 |
Value of fidelity bond covering the plan | 2021-12-31 | $4,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $148,484 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $2,236 |
Other income received | 2021-12-31 | $562,058 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-779,138 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,521,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,300,625 |
Assets. Value of participant loans | 2021-12-31 | $56,179 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
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 | $250 |
2020 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2020 401k financial data |
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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 | $895,784 |
Expenses. Total of all expenses incurred | 2020-12-31 | $876 |
Benefits paid (including direct rollovers) | 2020-12-31 | $576 |
Total plan assets at end of year | 2020-12-31 | $4,300,625 |
Total plan assets at beginning of year | 2020-12-31 | $3,405,717 |
Value of fidelity bond covering the plan | 2020-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $109,575 |
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 | $752,406 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $894,908 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,300,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,405,717 |
Assets. Value of participant loans | 2020-12-31 | $28,524 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $33,803 |
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 | $300 |
2019 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2019 401k financial data |
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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 | $893,515 |
Expenses. Total of all expenses incurred | 2019-12-31 | $833,538 |
Benefits paid (including direct rollovers) | 2019-12-31 | $833,063 |
Total plan assets at end of year | 2019-12-31 | $3,405,717 |
Total plan assets at beginning of year | 2019-12-31 | $3,345,740 |
Value of fidelity bond covering the plan | 2019-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $121,048 |
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 | $772,467 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $59,977 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,405,717 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,345,740 |
Assets. Value of participant loans | 2019-12-31 | $8,453 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
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 | $475 |
2018 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2018 401k financial data |
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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 | $-122,194 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,587,805 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,587,530 |
Total plan assets at end of year | 2018-12-31 | $3,345,740 |
Total plan assets at beginning of year | 2018-12-31 | $5,055,739 |
Value of fidelity bond covering the plan | 2018-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $120,674 |
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 | $-242,868 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,709,999 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,345,740 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,055,739 |
Assets. Value of participant loans | 2018-12-31 | $31,254 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
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 | $275 |
2017 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2017 401k financial data |
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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 | $822,782 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,064,208 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,063,808 |
Total plan assets at end of year | 2017-12-31 | $5,055,739 |
Total plan assets at beginning of year | 2017-12-31 | $5,297,165 |
Value of fidelity bond covering the plan | 2017-12-31 | $4,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $174,438 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
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 | $648,344 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-241,426 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,055,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,297,165 |
Assets. Value of participant loans | 2017-12-31 | $58,975 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
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 | $400 |
2016 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2016 401k financial data |
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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 | $513,321 |
Expenses. Total of all expenses incurred | 2016-12-31 | $3,074,420 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,073,570 |
Total plan assets at end of year | 2016-12-31 | $5,297,165 |
Total plan assets at beginning of year | 2016-12-31 | $7,858,264 |
Value of fidelity bond covering the plan | 2016-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $168,937 |
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 | $344,384 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-2,561,099 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,297,165 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,858,264 |
Assets. Value of participant loans | 2016-12-31 | $72,724 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
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 | $850 |
2015 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $371,794 |
Expenses. Total of all expenses incurred | 2015-12-31 | $452,928 |
Benefits paid (including direct rollovers) | 2015-12-31 | $452,428 |
Total plan assets at end of year | 2015-12-31 | $7,858,264 |
Total plan assets at beginning of year | 2015-12-31 | $7,939,398 |
Value of fidelity bond covering the plan | 2015-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $167,467 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-135,190 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-81,134 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,858,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,939,398 |
Assets. Value of participant loans | 2015-12-31 | $147,766 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $339,517 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $500 |
2014 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $494,577 |
Expenses. Total of all expenses incurred | 2014-12-31 | $79,838 |
Benefits paid (including direct rollovers) | 2014-12-31 | $78,788 |
Total plan assets at end of year | 2014-12-31 | $7,939,398 |
Total plan assets at beginning of year | 2014-12-31 | $7,524,659 |
Value of fidelity bond covering the plan | 2014-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $164,628 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $304,791 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $414,739 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,939,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,524,659 |
Assets. Value of participant loans | 2014-12-31 | $198,953 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $25,158 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,050 |
2013 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,447,597 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,575,542 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,574,692 |
Total plan assets at end of year | 2013-12-31 | $7,524,659 |
Total plan assets at beginning of year | 2013-12-31 | $7,652,604 |
Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $184,867 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,051,526 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-127,945 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,524,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,652,604 |
Assets. Value of participant loans | 2013-12-31 | $103,254 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $211,204 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $850 |
2012 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,689,353 |
Expenses. Total of all expenses incurred | 2012-12-31 | $200,288 |
Benefits paid (including direct rollovers) | 2012-12-31 | $199,738 |
Total plan assets at end of year | 2012-12-31 | $7,652,604 |
Total plan assets at beginning of year | 2012-12-31 | $6,163,539 |
Value of fidelity bond covering the plan | 2012-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $218,577 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $450,689 |
Other income received | 2012-12-31 | $718,544 |
Net income (gross income less expenses) | 2012-12-31 | $1,489,065 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,652,604 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,163,539 |
Assets. Value of participant loans | 2012-12-31 | $150,470 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $301,543 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $550 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $461,654 |
Expenses. Total of all expenses incurred | 2011-12-31 | $73,079 |
Benefits paid (including direct rollovers) | 2011-12-31 | $72,025 |
Total plan assets at end of year | 2011-12-31 | $6,163,539 |
Total plan assets at beginning of year | 2011-12-31 | $5,774,964 |
Value of fidelity bond covering the plan | 2011-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $216,469 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $98,208 |
Other income received | 2011-12-31 | $-126,809 |
Net income (gross income less expenses) | 2011-12-31 | $388,575 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,163,539 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,774,964 |
Assets. Value of participant loans | 2011-12-31 | $162,893 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $273,786 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,054 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,096,338 |
Expenses. Total of all expenses incurred | 2010-12-31 | $30,985 |
Benefits paid (including direct rollovers) | 2010-12-31 | $29,435 |
Total plan assets at end of year | 2010-12-31 | $5,774,964 |
Total plan assets at beginning of year | 2010-12-31 | $4,709,611 |
Value of fidelity bond covering the plan | 2010-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $173,317 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $9,025 |
Other income received | 2010-12-31 | $565,820 |
Net income (gross income less expenses) | 2010-12-31 | $1,065,353 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,774,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,709,611 |
Assets. Value of participant loans | 2010-12-31 | $134,429 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $348,176 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,550 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2018 form 5500 responses |
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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: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RUSSELL, WAGG, GABBERT & BUDZINSKI PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |