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Plan Name | SHAW & PERELSON, LLP MONEY PURCHASE PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SHAW, PERELSON, MAY & LAMBERT, LLP |
Employer identification number (EIN): | 141782939 |
NAIC Classification: | 541190 |
Additional information about SHAW, PERELSON, MAY & LAMBERT, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2013-04-29 |
Company Identification Number: | 4395560 |
Legal Registered Office Address: |
21 VAN WAGNER ROAD POUGHKEEPSIE United States of America (USA) 12603 |
More information about SHAW, PERELSON, MAY & LAMBERT, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | DAVID SHAW | 2014-09-24 | ||
001 | 2012-01-01 | DAVID SHAW | 2013-09-27 | ||
001 | 2011-01-01 | DAVID SHAW | 2013-09-27 | ||
001 | 2010-01-01 | DAVID SHAW | 2013-09-27 | ||
001 | 2008-01-01 | DAVID SHAW |
Measure | Date | Value |
---|---|---|
2008: SHAW & PERELSON, LLP MONEY PURCHASE PENSION PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 11 |
Number of participants with account balances | 2008-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : SHAW & PERELSON, LLP MONEY PURCHASE PENSION PLAN 2008 401k financial data | ||
Transfers to/from the plan | 2008-12-31 | $0 |
Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $-31,751 |
Expenses. Total of all expenses incurred | 2008-12-31 | $63,347 |
Benefits paid (including direct rollovers) | 2008-12-31 | $63,247 |
Total plan assets at end of year | 2008-12-31 | $168,546 |
Total plan assets at beginning of year | 2008-12-31 | $263,644 |
Total contributions received or receivable from participants | 2008-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $-31,751 |
Noncash contributions received | 2008-12-31 | $0 |
Net income (gross income less expenses) | 2008-12-31 | $-95,098 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $168,546 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $263,644 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2008-12-31 | $0 |
Minimum employer required contribution for this plan year | 2008-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $0 |
2008: SHAW & PERELSON, LLP MONEY PURCHASE PENSION PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |