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Plan Name | PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP |
Employer identification number (EIN): | 113581269 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2001-01-10 |
Company Identification Number: | 2592663 |
Legal Registered Office Address: |
ATTN: DAVID HEYMANN 190 WILLIS AVENUE MINEOLA United States of America (USA) 11501 |
More information about MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LEWIS S. MELTZER | |||
001 | 2016-01-01 | LEWIS S. MELTZER | |||
001 | 2015-01-01 | LEWIS S. MELTZER | |||
001 | 2014-01-01 | SHELDON M. GOLDSTEIN | |||
001 | 2013-01-01 | SHELDON M. GOLDSTEIN | |||
001 | 2012-01-01 | SHELDON M. GOLDSTEIN | |||
001 | 2011-01-01 | SHELDON M. GOLDSTEIN | |||
001 | 2010-01-01 | SHELDON M. GOLDSTEIN | |||
001 | 2009-01-01 | SHELDON M. GOLDSTEIN |
Measure | Date | Value |
---|---|---|
2022: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 107 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 91 |
Number of participants with account balances | 2021-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 99 |
Number of participants with account balances | 2020-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 92 |
Number of participants with account balances | 2019-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 90 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 88 |
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 | 12 |
Total of all active and inactive participants | 2017-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 100 |
Number of participants with account balances | 2017-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 71 |
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 | 12 |
Total of all active and inactive participants | 2016-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 84 |
Number of participants with account balances | 2016-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 75 |
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 | 14 |
Total of all active and inactive participants | 2015-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 89 |
Number of participants with account balances | 2015-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
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 | 13 |
Total of all active and inactive participants | 2014-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 85 |
Number of participants with account balances | 2014-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 72 |
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 | 14 |
Total of all active and inactive participants | 2013-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 86 |
Number of participants with account balances | 2013-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 82 |
Number of participants with account balances | 2012-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
Total of all active and inactive participants | 2011-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 74 |
Number of participants with account balances | 2011-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 16 |
Total of all active and inactive participants | 2010-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 74 |
Number of participants with account balances | 2010-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
Total of all active and inactive participants | 2009-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 77 |
Number of participants with account balances | 2009-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-142,857 |
Expenses. Total of all expenses incurred | 2022-12-31 | $500 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $4,915,255 |
Total plan assets at beginning of year | 2022-12-31 | $5,058,612 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $500 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $756,610 |
Other income received | 2022-12-31 | $-899,467 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-143,357 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,915,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,058,612 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $53,294 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $914,839 |
Expenses. Total of all expenses incurred | 2021-12-31 | $148,859 |
Benefits paid (including direct rollovers) | 2021-12-31 | $148,584 |
Total plan assets at end of year | 2021-12-31 | $5,058,612 |
Total plan assets at beginning of year | 2021-12-31 | $4,292,632 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $275 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $914,839 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $765,980 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,058,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,292,632 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $89,837 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $532,654 |
Expenses. Total of all expenses incurred | 2020-12-31 | $525 |
Total plan assets at end of year | 2020-12-31 | $4,292,632 |
Total plan assets at beginning of year | 2020-12-31 | $3,760,503 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $525 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $532,654 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $532,129 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,292,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,760,503 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $89,842 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
2019 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $742,529 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,295,982 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,295,632 |
Total plan assets at end of year | 2019-12-31 | $3,760,503 |
Total plan assets at beginning of year | 2019-12-31 | $4,313,956 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $119,541 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $350 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $742,529 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-553,453 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,760,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,313,956 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $72,795 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-53,248 |
Expenses. Total of all expenses incurred | 2018-12-31 | $31,883 |
Benefits paid (including direct rollovers) | 2018-12-31 | $31,150 |
Total plan assets at end of year | 2018-12-31 | $4,313,956 |
Total plan assets at beginning of year | 2018-12-31 | $4,399,087 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $122,318 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $733 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-53,248 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-85,131 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,313,956 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,399,087 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $90,583 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2017 401k financial data | ||
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 | $276,427 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,077 |
Benefits paid (including direct rollovers) | 2017-12-31 | $13,727 |
Total plan assets at end of year | 2017-12-31 | $4,399,087 |
Total plan assets at beginning of year | 2017-12-31 | $4,136,737 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $124,919 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $350 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $276,427 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $262,350 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,399,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,136,737 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $240,583 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2016 401k financial data | ||
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 | $274,634 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,292 |
Benefits paid (including direct rollovers) | 2016-12-31 | $18,530 |
Total plan assets at end of year | 2016-12-31 | $4,136,737 |
Total plan assets at beginning of year | 2016-12-31 | $3,881,395 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
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 | $274,634 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $255,342 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,136,737 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,881,395 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
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 | $762 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2015 401k financial data | ||
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 | $130,711 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,133 |
Benefits paid (including direct rollovers) | 2015-12-31 | $4,781 |
Total plan assets at end of year | 2015-12-31 | $3,881,395 |
Total plan assets at beginning of year | 2015-12-31 | $3,755,817 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $130,711 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $125,578 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,881,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,755,817 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $352 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2014 401k financial data | ||
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 | $191,481 |
Expenses. Total of all expenses incurred | 2014-12-31 | $395,861 |
Benefits paid (including direct rollovers) | 2014-12-31 | $394,652 |
Total plan assets at end of year | 2014-12-31 | $3,755,817 |
Total plan assets at beginning of year | 2014-12-31 | $3,960,197 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,209 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $191,481 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-204,380 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,755,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,960,197 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2013 401k financial data | ||
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 | $327,764 |
Expenses. Total of all expenses incurred | 2013-12-31 | $696 |
Total plan assets at end of year | 2013-12-31 | $3,960,197 |
Total plan assets at beginning of year | 2013-12-31 | $3,633,129 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $696 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $327,764 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $327,068 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,960,197 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,633,129 |
Assets. Value of participant loans | 2013-12-31 | $1,314 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2012 401k financial data | ||
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 | $259,606 |
Expenses. Total of all expenses incurred | 2012-12-31 | $317,032 |
Benefits paid (including direct rollovers) | 2012-12-31 | $315,943 |
Total plan assets at end of year | 2012-12-31 | $3,633,129 |
Total plan assets at beginning of year | 2012-12-31 | $3,690,555 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $259,606 |
Net income (gross income less expenses) | 2012-12-31 | $-57,426 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,633,129 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,690,555 |
Assets. Value of participant loans | 2012-12-31 | $2,523 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,089 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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 | $25,853 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,958 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,459 |
Total plan assets at end of year | 2011-12-31 | $3,690,555 |
Total plan assets at beginning of year | 2011-12-31 | $3,666,660 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $499 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $25,853 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $23,895 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,690,555 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,666,660 |
Assets. Value of participant loans | 2011-12-31 | $3,670 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $32,083 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $423,083 |
Expenses. Total of all expenses incurred | 2010-12-31 | $262,040 |
Benefits paid (including direct rollovers) | 2010-12-31 | $262,040 |
Total plan assets at end of year | 2010-12-31 | $3,666,660 |
Total plan assets at beginning of year | 2010-12-31 | $3,505,617 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $423,083 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $161,043 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,666,660 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,505,617 |
Assets. Value of participant loans | 2010-12-31 | $5,312 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $33,072 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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 | No |
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: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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 |
2012: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 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 |
2010: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PROFIT SHARING RETIREMENT PLAN OF MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |