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LAW OFFICE OF GEWURZ&ZACCARIA, 401K 401k Plan overview

Plan NameLAW OFFICE OF GEWURZ&ZACCARIA, 401K
Plan identification number 001

LAW OFFICE OF GEWURZ&ZACCARIA, 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LAW OFFICE OF GEWURZ & ZACCARIA, P. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF GEWURZ & ZACCARIA, P.
Employer identification number (EIN):203203988
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF GEWURZ&ZACCARIA, 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BENNETT J.GEWURZ2024-06-17
0012022-01-01BENNETT J.GEWURZ2023-08-04
0012021-01-01BENNETT J. GEWURZ2022-06-13
0012020-01-01BENNETT GEWURZ2021-07-02
0012019-01-01BENNETT GEWURZ2021-07-06
0012018-01-01BENNETT GEWURZ2021-07-02
0012017-01-01BENNETT J. GEWURZ2018-06-27
0012016-01-01BENNETT J GEWURZ2017-06-08
0012015-01-01BENNETT J. GEWURZ2016-05-31 BENNETT J. GEWURZ2016-05-31
0012014-01-01BENNETT J. GEWURZ
0012013-01-01BENNETT GEWURZ BENNETT GEWURZ2014-07-29
0012012-01-01BENNETT GEWURZ BENNETT GEWURZ2013-06-27
0012011-01-01BENNETT GEWURZ
0012010-01-01BENNETT GEWURZ

Financial Data on LAW OFFICE OF GEWURZ&ZACCARIA, 401K

Measure Date Value
2025 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-290
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-29598011
Net assets as of the end of the plan year2025-05-296267093
Total assets as of the beginning of the plan year2025-05-295965042
Value of plan covered by a fidelity bond2025-05-29700000
Participant contributions to plan in this plan year2025-05-29159226
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-297504
Other income to plan in this plan year2025-05-29594936
Plan net income in this plan year2025-05-29302051
Net assets as of the end of the plan year2025-05-296267093
Net assets as of the beginning of the plan year2025-05-295965042
Employer contributions to plan in this plan year2025-05-29138396
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2931130
2024 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-170
Total liabilities as of the end of the plan year2024-06-170
Total liabilities as of the beginning of the plan year2024-06-170
Total expenses incurred by plan in this plan year2024-06-1730056
Net assets as of the end of the plan year2024-06-175965042
Total assets as of the beginning of the plan year2024-06-175079086
Value of plan covered by a fidelity bond2024-06-17700000
Participant contributions to plan in this plan year2024-06-17170137
Other expenses paid from plan in this plan year2024-06-170
Other contributions to plan in this plan year2024-06-170
Other income to plan in this plan year2024-06-17484946
Plan net income in this plan year2024-06-17885956
Net assets as of the end of the plan year2024-06-175965042
Net assets as of the beginning of the plan year2024-06-175079086
Employer contributions to plan in this plan year2024-06-17260929
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1726531
2022 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-13519216
Net assets as of the end of the plan year2022-06-135203590
Total assets as of the beginning of the plan year2022-06-134962452
Value of plan covered by a fidelity bond2022-06-1370000
Participant contributions to plan in this plan year2022-06-13155323
Other expenses paid from plan in this plan year2022-06-1340433
Other contributions to plan in this plan year2022-06-130
Other income to plan in this plan year2022-06-13441667
Plan net income in this plan year2022-06-13241138
Net assets as of the end of the plan year2022-06-135203590
Net assets as of the beginning of the plan year2022-06-134962452
Employer contributions to plan in this plan year2022-06-13163364
2014 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$388,238
Expenses. Total of all expenses incurred2014-12-31$1,651
Benefits paid (including direct rollovers)2014-12-31$1,651
Total plan assets at end of year2014-12-31$2,183,155
Total plan assets at beginning of year2014-12-31$1,796,568
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$107,041
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$76,770
Net income (gross income less expenses)2014-12-31$386,587
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,183,155
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,796,568
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$204,427
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$345,380
Expenses. Total of all expenses incurred2013-12-31$1,373
Benefits paid (including direct rollovers)2013-12-31$1,373
Total plan assets at end of year2013-12-31$1,796,568
Total plan assets at beginning of year2013-12-31$1,452,561
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$96,159
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$204,836
Net income (gross income less expenses)2013-12-31$344,007
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,796,568
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,452,561
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$44,385
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$380,451
Expenses. Total of all expenses incurred2012-12-31$43,146
Benefits paid (including direct rollovers)2012-12-31$43,121
Total plan assets at end of year2012-12-31$1,452,561
Total plan assets at beginning of year2012-12-31$1,115,256
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$91,667
Expenses. Other expenses not covered elsewhere2012-12-31$25
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$116,385
Net income (gross income less expenses)2012-12-31$337,305
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,452,561
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,115,256
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$172,399
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$102,344
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,115,256
Total plan assets at beginning of year2011-12-31$1,012,912
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$85,701
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-21,748
Net income (gross income less expenses)2011-12-31$102,344
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,115,256
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,012,912
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$38,391
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$307,822
Expenses. Total of all expenses incurred2010-12-31$69,351
Benefits paid (including direct rollovers)2010-12-31$69,178
Total plan assets at end of year2010-12-31$1,012,912
Total plan assets at beginning of year2010-12-31$774,441
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$82,723
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$72,461
Net income (gross income less expenses)2010-12-31$238,471
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,012,912
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$774,441
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$152,638
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$173
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for LAW OFFICE OF GEWURZ&ZACCARIA, 401K

2014: LAW OFFICE OF GEWURZ&ZACCARIA, 401K 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LAW OFFICE OF GEWURZ&ZACCARIA, 401K 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LAW OFFICE OF GEWURZ&ZACCARIA, 401K 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820413
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820413
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820413
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820413
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820413
Policy instance 1

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