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STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTRICTLY VACATIONS 401(K) PROFIT SHARING PLAN
Plan identification number 001

STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEVEN E. SHULEM has sponsored the creation of one or more 401k plans.

Company Name:STEVEN E. SHULEM
Employer identification number (EIN):930964091
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012016-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012016-01-01
0012015-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012014-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012014-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012013-01-01DAVID A. PECKHAM, FOR SBPC, INC.2015-04-06
0012012-01-01DAVID A. PECKHAM, FOR SBPC, INC.2013-10-07
0012011-01-01DAVID PECKHAM2013-04-01
0012010-01-01DAVID PECKHAM2011-09-26
0012008-01-01

Plan Statistics for STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-47,844
Expenses. Total of all expenses incurred2022-12-31$1,175
Total plan assets at end of year2022-12-31$822,695
Total plan assets at beginning of year2022-12-31$871,714
Value of fidelity bond covering the plan2022-12-31$153,623
Expenses. Other expenses not covered elsewhere2022-12-31$25
Other income received2022-12-31$-47,844
Net income (gross income less expenses)2022-12-31$-49,019
Net plan assets at end of year (total assets less liabilities)2022-12-31$822,695
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$871,714
Assets. Value of participant loans2022-12-31$63,438
Assets. Value of assets in partnership/joint-venture interests2022-12-31$153,623
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,150
2021 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$110
Total plan liabilities at beginning of year2021-12-31$110
Total income from all sources2021-12-31$55,362
Total plan assets at end of year2021-12-31$684,842
Total plan assets at beginning of year2021-12-31$629,480
Value of fidelity bond covering the plan2021-12-31$298,293
Other income received2021-12-31$55,362
Net income (gross income less expenses)2021-12-31$55,362
Net plan assets at end of year (total assets less liabilities)2021-12-31$684,732
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$629,370
Assets. Value of participant loans2021-12-31$85,545
Assets. Value of assets in partnership/joint-venture interests2021-12-31$298,293
2020 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$41,001
Expenses. Total of all expenses incurred2020-12-31$46,008
Benefits paid (including direct rollovers)2020-12-31$46,008
Total plan assets at end of year2020-12-31$599,712
Total plan assets at beginning of year2020-12-31$604,719
Value of fidelity bond covering the plan2020-12-31$267,000
Total contributions received or receivable from participants2020-12-31$6,500
Other income received2020-12-31$34,501
Net income (gross income less expenses)2020-12-31$-5,007
Net plan assets at end of year (total assets less liabilities)2020-12-31$599,712
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$604,719
Assets. Value of assets in partnership/joint-venture interests2020-12-31$267,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$99,774
Total plan assets at end of year2019-12-31$574,491
Total plan assets at beginning of year2019-12-31$474,717
Value of fidelity bond covering the plan2019-12-31$90,000
Total contributions received or receivable from participants2019-12-31$6,000
Assets. Value of loans (other than to participants)2019-12-31$90,000
Other income received2019-12-31$28,634
Net income (gross income less expenses)2019-12-31$99,774
Net plan assets at end of year (total assets less liabilities)2019-12-31$574,491
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$474,717
Assets. Value of assets in partnership/joint-venture interests2019-12-31$140,773
Total contributions received or receivable from employer(s)2019-12-31$65,140
2018 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$83,161
Total plan assets at end of year2018-12-31$474,717
Total plan assets at beginning of year2018-12-31$391,556
Total contributions received or receivable from participants2018-12-31$6,000
Other income received2018-12-31$13,185
Net income (gross income less expenses)2018-12-31$83,161
Net plan assets at end of year (total assets less liabilities)2018-12-31$474,717
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$391,556
Assets. Value of participant loans2018-12-31$0
Assets. Value of assets in partnership/joint-venture interests2018-12-31$140,773
Total contributions received or receivable from employer(s)2018-12-31$63,976
2017 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$1,902
Total income from all sources2017-12-31$84,099
Total plan assets at end of year2017-12-31$391,556
Total plan assets at beginning of year2017-12-31$309,359
Total contributions received or receivable from participants2017-12-31$6,000
Other income received2017-12-31$13,113
Net income (gross income less expenses)2017-12-31$84,099
Net plan assets at end of year (total assets less liabilities)2017-12-31$391,556
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$307,457
Assets. Value of participant loans2017-12-31$433
Assets. Value of assets in partnership/joint-venture interests2017-12-31$75,000
Total contributions received or receivable from employer(s)2017-12-31$64,986
2016 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$85,647
Expenses. Total of all expenses incurred2016-12-31$2,696
Benefits paid (including direct rollovers)2016-12-31$1,902
Total plan assets at end of year2016-12-31$321,222
Total plan assets at beginning of year2016-12-31$235,575
Total contributions received or receivable from participants2016-12-31$6,000
Other income received2016-12-31$16,490
Net income (gross income less expenses)2016-12-31$85,647
Net plan assets at end of year (total assets less liabilities)2016-12-31$321,222
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$235,575
Assets. Value of participant loans2016-12-31$1,114
Assets. Value of assets in partnership/joint-venture interests2016-12-31$68,000
Total contributions received or receivable from employer(s)2016-12-31$63,157
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$360
Total income from all sources2015-12-31$85,179
Expenses. Total of all expenses incurred2015-12-31$1,314
Total plan assets at end of year2015-12-31$235,575
Total plan assets at beginning of year2015-12-31$152,070
Total contributions received or receivable from participants2015-12-31$6,000
Expenses. Other expenses not covered elsewhere2015-12-31$250
Other income received2015-12-31$15,919
Net income (gross income less expenses)2015-12-31$83,865
Net plan assets at end of year (total assets less liabilities)2015-12-31$235,575
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$151,710
Assets. Value of participant loans2015-12-31$1,767
Assets. Value of assets in partnership/joint-venture interests2015-12-31$67,700
Total contributions received or receivable from employer(s)2015-12-31$63,260
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,064
2014 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$110
Total plan liabilities at beginning of year2014-12-31$110
Total income from all sources2014-12-31$127
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$144,429
Total plan assets at beginning of year2014-12-31$144,352
Expenses. Other expenses not covered elsewhere2014-12-31$50
Other income received2014-12-31$127
Net income (gross income less expenses)2014-12-31$77
Net plan assets at end of year (total assets less liabilities)2014-12-31$144,319
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$144,242
Assets. Value of participant loans2014-12-31$2,392
Assets. Value of assets in partnership/joint-venture interests2014-12-31$50,000
2011 : STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-23,993
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$130,804
Total plan assets at beginning of year2011-12-31$154,797
Other income received2011-12-31$-23,993
Net income (gross income less expenses)2011-12-31$-23,993
Net plan assets at end of year (total assets less liabilities)2011-12-31$130,804
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$154,797

Form 5500 Responses for STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN

2022: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2008: STRICTLY VACATIONS 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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