LAW OFFICES OF KATZ AND MATZ P has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2022 : LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-15 | 51869 |
| Net assets as of the end of the plan year | 2022-06-15 | 3240532 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 2481063 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 248106 |
| Participant contributions to plan in this plan year | 2022-06-15 | 204419 |
| Other expenses paid from plan in this plan year | 2022-06-15 | 0 |
| Other contributions to plan in this plan year | 2022-06-15 | 0 |
| Other income to plan in this plan year | 2022-06-15 | 519433 |
| Plan net income in this plan year | 2022-06-15 | 759469 |
| Net assets as of the end of the plan year | 2022-06-15 | 3240532 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 2481063 |
| Employer contributions to plan in this plan year | 2022-06-15 | 87486 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 18478 |
| 2012 : LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $87,418 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $254,809 |
| Total plan assets at beginning of year | 2012-12-31 | $167,391 |
| Value of fidelity bond covering the plan | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $39,465 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $27,979 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $87,418 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $254,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $167,391 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,974 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $34,482 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $167,391 |
| Total plan assets at beginning of year | 2011-12-31 | $132,909 |
| Value of fidelity bond covering the plan | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,232 |
| Other income received | 2011-12-31 | $3,250 |
| Net income (gross income less expenses) | 2011-12-31 | $34,482 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $167,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $132,909 |
| 2012: LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LAW OFFICES OF KATZ AND MATZ P 401 K PROFIT SHARING PLAN TRUST 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
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