JEFFREY SAMEL & PARTNERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-09 | 13 |
| Total number of particpants at end of year | 2025-10-09 | 13 |
| Number of Participants With Account Balances | 2025-10-09 | 11 |
| 2024: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-07 | 13 |
| Total number of particpants at end of year | 2024-10-07 | 13 |
| Number of Participants With Account Balances | 2024-10-07 | 11 |
| 2016: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
| 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 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 16 |
| Number of participants with account balances | 2016-01-01 | 16 |
| 2015: JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Total participants | 2015-01-01 | 23 |
| Number of participants with account balances | 2015-01-01 | 22 |
| Measure | Date | Value |
|---|
| 2025 : JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 800 |
| Net assets as of the end of the plan year | 2025-10-09 | 1438300 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 1277665 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 10657 |
| Value of participant loans at end of plan year | 2025-10-09 | 41495 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 150778 |
| Plan net income in this plan year | 2025-10-09 | 160635 |
| Net assets as of the end of the plan year | 2025-10-09 | 1438300 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 1277665 |
| Employer contributions to plan in this plan year | 2025-10-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 800 |
| 2024 : JEFFREY SAMEL & PARTNERS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-07 | 1627 |
| Net assets as of the end of the plan year | 2024-10-07 | 1277665 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 1085622 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 9766 |
| Value of participant loans at end of plan year | 2024-10-07 | 47315 |
| Other expenses paid from plan in this plan year | 2024-10-07 | 800 |
| Other contributions to plan in this plan year | 2024-10-07 | 0 |
| Other income to plan in this plan year | 2024-10-07 | 183904 |
| Plan net income in this plan year | 2024-10-07 | 192043 |
| Net assets as of the end of the plan year | 2024-10-07 | 1277665 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 1085622 |
| Employer contributions to plan in this plan year | 2024-10-07 | 0 |
| 2016 : JEFFREY SAMEL & PARTNERS PROFIT SHARING 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 | $311,234 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $26,586 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $26,578 |
| Total plan assets at end of year | 2016-12-31 | $3,147,765 |
| Total plan assets at beginning of year | 2016-12-31 | $2,863,117 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $73,669 |
| 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 | $202,579 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $284,648 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,147,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,863,117 |
| Assets. Value of participant loans | 2016-12-31 | $59,380 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $34,986 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $-98 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $106 |
| 2015 : JEFFREY SAMEL & PARTNERS PROFIT SHARING 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 | $208,768 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $348 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,863,117 |
| Total plan assets at beginning of year | 2015-12-31 | $2,654,697 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $21,947 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $79,924 |
| Noncash contributions received | 2015-12-31 | $106,897 |
| Net income (gross income less expenses) | 2015-12-31 | $208,420 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,863,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,654,697 |
| Assets. Value of participant loans | 2015-12-31 | $45,361 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| 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 | $348 |
