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CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 401k Plan overview

Plan NameCHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN
Plan identification number 001

CHARLES A. BARRAGATO & CO. , LLP 401(K) 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.
  • Plan covering Self-Employed individuals.
  • 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

CHARLES A. BARRAGATO & CO., LLP has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROBERT TAVIS ROBERT TAVIS2018-10-15
0012016-01-01ROBERT TAVIS
0012015-01-01ROBERT TAVIS ROBERT TAVIS2016-10-12
0012014-01-01ROBERT TAVIS ROBERT TAVIS2015-10-13
0012013-01-01ROBERT TAVIS
0012012-01-01ROB TAVIS2013-10-15
0012011-01-01ROB TAVIS2012-10-12
0012010-01-01ROB TAVIS2011-10-17

Plan Statistics for CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN

401k plan membership statisitcs for CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN

Measure Date Value
2017: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0141
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0143
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0140
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN

Measure Date Value
2017 : CHARLES A. BARRAGATO & CO. , LLP 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$602,722
Expenses. Total of all expenses incurred2017-12-31$4,596,097
Benefits paid (including direct rollovers)2017-12-31$4,595,097
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$3,993,375
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$602,722
Net income (gross income less expenses)2017-12-31$-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 securities2017-12-31$0
2016 : CHARLES A. BARRAGATO & CO. , LLP 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$611,216
Expenses. Total of all expenses incurred2016-12-31$17,086
Benefits paid (including direct rollovers)2016-12-31$17,061
Total plan assets at end of year2016-12-31$3,993,375
Total plan assets at beginning of year2016-12-31$3,399,245
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$170,612
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$323,878
Noncash contributions received2016-12-31$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 loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$116,726
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$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHARLES A. BARRAGATO & CO. , LLP 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$541,470
Expenses. Total of all expenses incurred2015-12-31$354,486
Benefits paid (including direct rollovers)2015-12-31$354,286
Total plan assets at end of year2015-12-31$3,399,245
Total plan assets at beginning of year2015-12-31$3,212,261
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$297,295
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$99,382
Other income received2015-12-31$-9,749
Noncash contributions received2015-12-31$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 loans2015-12-31$1,783
Total contributions received or receivable from employer(s)2015-12-31$154,542
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$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARLES A. BARRAGATO & CO. , LLP 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$632,671
Expenses. Total of all expenses incurred2014-12-31$25
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,212,261
Total plan assets at beginning of year2014-12-31$2,579,615
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$279,047
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$18,154
Other income received2014-12-31$193,722
Noncash contributions received2014-12-31$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 loans2014-12-31$19,788
Total contributions received or receivable from employer(s)2014-12-31$141,748
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$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHARLES A. BARRAGATO & CO. , LLP 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$914,558
Expenses. Total of all expenses incurred2013-12-31$29,977
Benefits paid (including direct rollovers)2013-12-31$28,823
Total plan assets at end of year2013-12-31$2,579,615
Total plan assets at beginning of year2013-12-31$1,695,034
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$255,031
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$102,165
Other income received2013-12-31$439,862
Noncash contributions received2013-12-31$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 loans2013-12-31$5,916
Total contributions received or receivable from employer(s)2013-12-31$117,500
Value of certain deemed distributions of participant loans2013-12-31$1,059
Value of corrective distributions2013-12-31$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 securities2013-12-31$0

Form 5500 Responses for CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN

2017: CHARLES A. BARRAGATO & CO. , LLP 401(K) 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 filingYes
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: CHARLES A. BARRAGATO & CO. , LLP 401(K) 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: CHARLES A. BARRAGATO & CO. , LLP 401(K) 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
2014: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES A. BARRAGATO & CO. , LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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