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Plan Name | CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CHARLES A. BARRAGATO & CO., LLP |
Employer identification number (EIN): | 113408584 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about CHARLES A. BARRAGATO & CO., LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1997-12-18 |
Company Identification Number: | 2209817 |
Legal Registered Office Address: |
401 BROADHOLLOW RD SUITE 201 MELVILLE United States of America (USA) 11746 |
More information about CHARLES A. BARRAGATO & CO., LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | ROBERT TAVIS | ROBERT TAVIS | 2018-10-15 | |
001 | 2016-01-01 | ROBERT TAVIS | |||
001 | 2015-01-01 | ROBERT TAVIS | ROBERT TAVIS | 2016-10-12 | |
001 | 2014-01-01 | ROBERT TAVIS | ROBERT TAVIS | 2015-10-13 | |
001 | 2013-01-01 | ROBERT TAVIS | |||
001 | 2012-01-01 | ROB TAVIS | 2013-10-15 | ||
001 | 2011-01-01 | ROB TAVIS | 2012-10-12 | ||
001 | 2010-01-01 | ROB TAVIS | 2011-10-17 |
Measure | Date | Value |
---|---|---|
2017: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 34 |
Total of all active and inactive participants | 2016-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 40 |
Number of participants with account balances | 2016-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 41 |
Number of participants with account balances | 2015-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 32 |
Number of participants with account balances | 2013-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $602,722 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,596,097 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,595,097 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $3,993,375 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Other income received | 2017-12-31 | $602,722 |
Net income (gross income less expenses) | 2017-12-31 | $-3,993,375 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,993,375 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $611,216 |
Expenses. Total of all expenses incurred | 2016-12-31 | $17,086 |
Benefits paid (including direct rollovers) | 2016-12-31 | $17,061 |
Total plan assets at end of year | 2016-12-31 | $3,993,375 |
Total plan assets at beginning of year | 2016-12-31 | $3,399,245 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $170,612 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $323,878 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $594,130 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,993,375 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,399,245 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $116,726 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $541,470 |
Expenses. Total of all expenses incurred | 2015-12-31 | $354,486 |
Benefits paid (including direct rollovers) | 2015-12-31 | $354,286 |
Total plan assets at end of year | 2015-12-31 | $3,399,245 |
Total plan assets at beginning of year | 2015-12-31 | $3,212,261 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $297,295 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $99,382 |
Other income received | 2015-12-31 | $-9,749 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $186,984 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,399,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,212,261 |
Assets. Value of participant loans | 2015-12-31 | $1,783 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $154,542 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $632,671 |
Expenses. Total of all expenses incurred | 2014-12-31 | $25 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $3,212,261 |
Total plan assets at beginning of year | 2014-12-31 | $2,579,615 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $279,047 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $18,154 |
Other income received | 2014-12-31 | $193,722 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $632,646 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,212,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,579,615 |
Assets. Value of participant loans | 2014-12-31 | $19,788 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $141,748 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $914,558 |
Expenses. Total of all expenses incurred | 2013-12-31 | $29,977 |
Benefits paid (including direct rollovers) | 2013-12-31 | $28,823 |
Total plan assets at end of year | 2013-12-31 | $2,579,615 |
Total plan assets at beginning of year | 2013-12-31 | $1,695,034 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $255,031 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $102,165 |
Other income received | 2013-12-31 | $439,862 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $884,581 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,579,615 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,695,034 |
Assets. Value of participant loans | 2013-12-31 | $5,916 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $117,500 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $1,059 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $95 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2017: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |