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STUART B. RATNER, P.C. 401(K) PLAN 401k Plan overview

Plan NameSTUART B. RATNER, P.C. 401(K) PLAN
Plan identification number 002

STUART B. RATNER, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

STUART B. RATNER, P. C. has sponsored the creation of one or more 401k plans.

Company Name:STUART B. RATNER, P. C.
Employer identification number (EIN):061388150
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART B. RATNER, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STUART B. RATNER2024-10-09
0022022-01-01STUART B. RATNER2023-09-29
0022021-01-01STUART B. RATNER2022-09-23
0022020-01-01STUART B. RATNER2021-07-20
0022019-01-01STUART B. RATNER2020-10-13
0022018-01-01
0022017-01-01STUART B. RATNER
0022016-01-01STUART B. RATNER
0022015-01-01STUART B. RATNER
0022014-01-01STUART B. RATNER
0022014-01-01STUART B. RATNER
0022013-01-01STUART B. RATNER

Financial Data on STUART B. RATNER, P.C. 401(K) PLAN

Measure Date Value
2025 : STUART B. RATNER, P.C. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-050
Total liabilities as of the end of the plan year2025-08-050
Total liabilities as of the beginning of the plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-05203
Net assets as of the end of the plan year2025-08-05867985
Total assets as of the beginning of the plan year2025-08-05602991
Value of plan covered by a fidelity bond2025-08-05200000
Participant contributions to plan in this plan year2025-08-0592102
Other expenses paid from plan in this plan year2025-08-050
Other contributions to plan in this plan year2025-08-050
Other income to plan in this plan year2025-08-05173095
Plan net income in this plan year2025-08-05264994
Net assets as of the end of the plan year2025-08-05867985
Net assets as of the beginning of the plan year2025-08-05602991
Employer contributions to plan in this plan year2025-08-050
Fees paid to broker by Benefit Provider2025-08-052812
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-05203
2024 : STUART B. RATNER, P.C. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-090
Net assets as of the end of the plan year2024-10-09602991
Total assets as of the beginning of the plan year2024-10-09437731
Value of plan covered by a fidelity bond2024-10-09200000
Participant contributions to plan in this plan year2024-10-09106175
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0959085
Plan net income in this plan year2024-10-09165260
Net assets as of the end of the plan year2024-10-09602991
Net assets as of the beginning of the plan year2024-10-09437731
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-090
2018 : STUART B. RATNER, P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
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$4,222
Expenses. Total of all expenses incurred2018-12-31$1,241
Benefits paid (including direct rollovers)2018-12-31$1,241
Total plan assets at end of year2018-12-31$203,070
Total plan assets at beginning of year2018-12-31$200,089
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$18,470
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-14,248
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$2,981
Net plan assets at end of year (total assets less liabilities)2018-12-31$203,070
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$200,089
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STUART B. RATNER, P.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$34,445
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$200,089
Total plan assets at beginning of year2017-12-31$165,644
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$16,500
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$17,945
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$34,445
Net plan assets at end of year (total assets less liabilities)2017-12-31$200,089
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$165,644
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : STUART B. RATNER, P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$27,905
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$165,644
Total plan assets at beginning of year2016-12-31$137,739
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$15,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$12,905
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$27,905
Net plan assets at end of year (total assets less liabilities)2016-12-31$165,644
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$137,739
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : STUART B. RATNER, P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$35,475
Expenses. Total of all expenses incurred2015-12-31$28,134
Benefits paid (including direct rollovers)2015-12-31$28,134
Total plan assets at end of year2015-12-31$137,739
Total plan assets at beginning of year2015-12-31$130,398
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$35,500
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,638
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$7,341
Net plan assets at end of year (total assets less liabilities)2015-12-31$137,739
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$130,398
Total contributions received or receivable from employer(s)2015-12-31$4,613
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STUART B. RATNER, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$70,788
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$138,898
Total plan assets at beginning of year2014-12-31$68,110
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$58,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,075
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$70,788
Net plan assets at end of year (total assets less liabilities)2014-12-31$138,898
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$68,110
Total contributions received or receivable from employer(s)2014-12-31$11,713
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : STUART B. RATNER, P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$68,110
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$68,110
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$58,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$68,110
Net plan assets at end of year (total assets less liabilities)2013-12-31$68,110
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$10,110
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for STUART B. RATNER, P.C. 401(K) PLAN

2018: STUART B. RATNER, P.C. 401(K) 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: STUART B. RATNER, P.C. 401(K) 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: STUART B. RATNER, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STUART B. RATNER, P.C. 401(K) 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: STUART B. RATNER, P.C. 401(K) 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
2013: STUART B. RATNER, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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