COSTELLO & SONS INSURANCE BROKERS, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2012: COSTELLO & SONS 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 17 |
Total of all active and inactive participants | 2012-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 44 |
Number of participants with account balances | 2012-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: COSTELLO & SONS 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
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 | 19 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: COSTELLO & SONS 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
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 | 10 |
Total of all active and inactive participants | 2009-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 40 |
Number of participants with account balances | 2009-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|
2012 : COSTELLO & SONS 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $754,544 |
Expenses. Total of all expenses incurred | 2012-12-31 | $114,516 |
Benefits paid (including direct rollovers) | 2012-12-31 | $111,210 |
Total plan assets at end of year | 2012-12-31 | $3,057,999 |
Total plan assets at beginning of year | 2012-12-31 | $2,417,971 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $133,457 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $3,249 |
Other income received | 2012-12-31 | $409,497 |
Net income (gross income less expenses) | 2012-12-31 | $640,028 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,057,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,417,971 |
Assets. Value of participant loans | 2012-12-31 | $28,281 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $208,341 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,306 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : COSTELLO & SONS 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $227,417 |
Expenses. Total of all expenses incurred | 2011-12-31 | $492,215 |
Benefits paid (including direct rollovers) | 2011-12-31 | $483,384 |
Total plan assets at end of year | 2011-12-31 | $2,417,971 |
Total plan assets at beginning of year | 2011-12-31 | $2,682,769 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $143,945 |
Other income received | 2011-12-31 | $-129,243 |
Net income (gross income less expenses) | 2011-12-31 | $-264,798 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,417,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,682,769 |
Assets. Value of participant loans | 2011-12-31 | $54,291 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $212,715 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $5,892 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,939 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : COSTELLO & SONS 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $729,210 |
Expenses. Total of all expenses incurred | 2010-12-31 | $26,419 |
Benefits paid (including direct rollovers) | 2010-12-31 | $19,131 |
Total plan assets at end of year | 2010-12-31 | $2,682,769 |
Total plan assets at beginning of year | 2010-12-31 | $1,979,978 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $142,860 |
Other income received | 2010-12-31 | $381,417 |
Net income (gross income less expenses) | 2010-12-31 | $702,791 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,682,769 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,979,978 |
Assets. Value of participant loans | 2010-12-31 | $80,951 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $204,933 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $2,898 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,390 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : COSTELLO & SONS 401(K) 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 |
2012: COSTELLO & SONS 401(K) 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COSTELLO & SONS 401(K) 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: COSTELLO & SONS 401(K) 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 |