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MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN
Plan identification number 001

MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='133351707' AND PlanID='001'

401k Sponsoring company profile

MARK ELZWEIG COMPANY, LTD has sponsored the creation of one or more 401k plans.

Company Name:MARK ELZWEIG COMPANY, LTD
Employer identification number (EIN):133351707
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK ELZWEIG2024-07-09
0012022-01-01MARK ELZWEIG2023-10-09
0012021-01-01MARK ELZWEIG2022-10-09
0012020-01-01MARK ELZWEIG2021-10-05
0012019-01-01MARK ELZWEIG2020-10-07 MARK ELZWEIG2020-10-07
0012018-01-01ERIC STASHIN2019-10-11
0012018-01-01MARK ELZWEIG2019-12-17
0012017-01-01MARK ELZWEIG2019-12-17
0012016-01-01MARK ELZWEIG2019-12-17
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KATHLEEN LARSON2013-09-18
0012011-01-01KATHLEEN LARSON2012-09-25
0012010-01-01KATHLEEN LARSON2011-09-09

Financial Data on MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN

Measure Date Value
2025 : MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-070
Total liabilities as of the end of the plan year2025-02-070
Total liabilities as of the beginning of the plan year2025-02-070
Total expenses incurred by plan in this plan year2025-02-0716600
Net assets as of the end of the plan year2025-02-07392706
Total assets as of the beginning of the plan year2025-02-07360400
Value of plan covered by a fidelity bond2025-02-0760000
Participant contributions to plan in this plan year2025-02-070
Other expenses paid from plan in this plan year2025-02-070
Other contributions to plan in this plan year2025-02-070
Other income to plan in this plan year2025-02-0748906
Plan net income in this plan year2025-02-0732306
Net assets as of the end of the plan year2025-02-07392706
Net assets as of the beginning of the plan year2025-02-07360400
Employer contributions to plan in this plan year2025-02-070
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-073600
2024 : MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-090
Net assets as of the end of the plan year2024-07-09360400
Total assets as of the beginning of the plan year2024-07-09309049
Value of plan covered by a fidelity bond2024-07-0960000
Participant contributions to plan in this plan year2024-07-090
Value of participant loans at end of plan year2024-07-0920620
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0951351
Plan net income in this plan year2024-07-0951351
Net assets as of the end of the plan year2024-07-09360400
Net assets as of the beginning of the plan year2024-07-09309049
Employer contributions to plan in this plan year2024-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090
2022 : MARK ELZWEIG COMPANY, LTD PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-090
Total liabilities as of the end of the plan year2022-10-090
Total liabilities as of the beginning of the plan year2022-10-090
Total expenses incurred by plan in this plan year2022-10-095603
Net assets as of the end of the plan year2022-10-09345812
Total assets as of the beginning of the plan year2022-10-09305274
Value of plan covered by a fidelity bond2022-10-0960000
Participant contributions to plan in this plan year2022-10-090
Value of participant loans at end of plan year2022-10-0948839
Other expenses paid from plan in this plan year2022-10-090
Other contributions to plan in this plan year2022-10-090
Other income to plan in this plan year2022-10-0946141
Plan net income in this plan year2022-10-0940538
Net assets as of the end of the plan year2022-10-09345812
Net assets as of the beginning of the plan year2022-10-09305274
Employer contributions to plan in this plan year2022-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-090

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