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LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF MEILMAN & COSTA, P.C. 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COSTA LAW GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COSTA LAW GROUP, P.C.
Employer identification number (EIN):042923416
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE K. MEILMAN2024-10-08
0012022-01-01STEPHANIE K. MEILMAN2023-10-06
0012021-01-01STEPHANIE K. MEILMAN2022-10-10 STEPHANIE K MEILMAN2022-10-10
0012020-01-01STEPHANIE K. MEILMAN2021-10-07
0012019-01-01STEPHANIE K. MEILMAN2020-09-25
0012018-01-01
0012017-01-01STEPHANIE K. MEILMAN
0012016-01-01STEPHANIE K. MEILMAN
0012015-01-01STEPHANIE K. MEILMAN
0012014-01-01STEPHANIE K. MEILMAN2015-10-13
0012013-01-01STEPHANIE K. MEILMAN2014-10-01
0012012-01-01STEPHANIE K. MEILMAN2013-07-02
0012011-01-01STEPHANIE K. MEILMAN2012-09-27
0012010-01-01STEPHANIE K. MEILMAN2011-07-12

Financial Data on LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-139264727
Net assets as of the end of the plan year2025-10-132230998
Total assets as of the beginning of the plan year2025-10-138992129
Value of plan covered by a fidelity bond2025-10-13500000
Participant contributions to plan in this plan year2025-10-1363535
Other income to plan in this plan year2025-10-132371592
Plan net income in this plan year2025-10-13-6761131
Net assets as of the end of the plan year2025-10-132230998
Net assets as of the beginning of the plan year2025-10-138992129
Employer contributions to plan in this plan year2025-10-1368469
2024 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-080
Net assets as of the end of the plan year2024-10-088992129
Total assets as of the beginning of the plan year2024-10-087631916
Value of plan covered by a fidelity bond2024-10-08510000
Participant contributions to plan in this plan year2024-10-0865000
Other income to plan in this plan year2024-10-081227632
Plan net income in this plan year2024-10-081360213
Net assets as of the end of the plan year2024-10-088992129
Net assets as of the beginning of the plan year2024-10-087631916
Employer contributions to plan in this plan year2024-10-0867581
2022 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-108978
Net assets as of the end of the plan year2022-10-108798582
Total assets as of the beginning of the plan year2022-10-107169825
Value of plan covered by a fidelity bond2022-10-10510000
Participant contributions to plan in this plan year2022-10-1064650
Other income to plan in this plan year2022-10-101519898
Plan net income in this plan year2022-10-101628757
Net assets as of the end of the plan year2022-10-108798582
Net assets as of the beginning of the plan year2022-10-107169825
Employer contributions to plan in this plan year2022-10-1053187
2018 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-20,359
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$6,232,081
Total plan assets at beginning of year2018-12-31$6,252,440
Value of fidelity bond covering the plan2018-12-31$510,000
Total contributions received or receivable from participants2018-12-31$56,391
Other income received2018-12-31$-163,895
Net income (gross income less expenses)2018-12-31$-20,359
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,232,081
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,252,440
Total contributions received or receivable from employer(s)2018-12-31$87,145
2017 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$382,679
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$6,252,440
Total plan assets at beginning of year2017-12-31$5,869,761
Value of fidelity bond covering the plan2017-12-31$510,000
Total contributions received or receivable from participants2017-12-31$54,088
Other income received2017-12-31$245,632
Net income (gross income less expenses)2017-12-31$382,679
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,252,440
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,869,761
Total contributions received or receivable from employer(s)2017-12-31$82,959
2016 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$515,280
Expenses. Total of all expenses incurred2016-12-31$1,724
Benefits paid (including direct rollovers)2016-12-31$1,724
Total plan assets at end of year2016-12-31$5,869,761
Total plan assets at beginning of year2016-12-31$5,356,205
Value of fidelity bond covering the plan2016-12-31$510,000
Total contributions received or receivable from participants2016-12-31$50,938
Other income received2016-12-31$391,491
Net income (gross income less expenses)2016-12-31$513,556
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,869,761
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,356,205
Total contributions received or receivable from employer(s)2016-12-31$72,851
2015 : LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$52,793
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$5,356,205
Total plan assets at beginning of year2015-12-31$5,303,412
Value of fidelity bond covering the plan2015-12-31$510,000
Total contributions received or receivable from participants2015-12-31$42,000
Assets. Value of loans (other than to participants)2015-12-31$0
Other income received2015-12-31$-58,790
Net income (gross income less expenses)2015-12-31$52,793
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,356,205
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,303,412
Total contributions received or receivable from employer(s)2015-12-31$69,583

Form 5500 Responses for LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN

2018: LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF MEILMAN & COSTA, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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