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| Plan Name | DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID R. DORFMAN & ASSOCIATES, LLC |
| Employer identification number (EIN): | 203296649 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about DAVID R. DORFMAN & ASSOCIATES, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2005-08-09 |
| Company Identification Number: | 3240889 |
| Legal Registered Office Address: |
3 HIGHLAND ROAD SUITE 9 Nassau GLEN COVE United States of America (USA) 11542 |
More information about DAVID R. DORFMAN & ASSOCIATES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DAVID DORFMAN | 2024-05-31 | DAVID DORFMAN | 2024-05-31 |
| 001 | 2022-01-01 | DAVID DORFMAN | 2023-10-02 | DAVID DORFMAN | 2023-10-02 |
| 001 | 2021-01-01 | DAVID DORFMAN | 2022-09-15 | DAVID DORFMAN | 2022-09-15 |
| 001 | 2020-01-01 | DAVID DORFMAN | 2021-09-02 | DAVID DORFMAN | 2021-09-02 |
| 001 | 2019-01-01 | DAVID R. DORFMAN | 2020-09-24 | DAVID R. DORFMAN | 2020-09-24 |
| 001 | 2018-01-01 | DAVID DORFMAN | 2019-10-02 | DAVID DORFMAN | 2019-10-02 |
| 001 | 2017-01-01 | DAVID DORFMAN | 2018-09-04 | DAVID DORFMAN | 2018-09-04 |
| 001 | 2016-01-01 | DAVID DORFMAN | 2017-10-13 | DAVID DORFMAN | 2017-10-13 |
| 001 | 2015-01-01 | DAVID DORFMAN | 2016-10-07 | DAVID DORFMAN | 2016-10-07 |
| 001 | 2014-01-01 | DAVID DORFMAN | 2015-10-12 | DAVID DORFMAN | 2015-10-12 |
| 001 | 2013-01-01 | DAVID DORFMAN | 2014-10-14 | DAVID DORFMAN | 2014-10-14 |
| 001 | 2012-01-01 | DAVID DORFMAN | 2013-10-14 | DAVID DORFMAN | 2013-10-14 |
| 001 | 2011-01-01 | DAVID R. DORFMAN | 2012-10-08 | DAVID R. DORFMAN | 2012-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2025 : DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-19 | 0 |
| Net assets as of the end of the plan year | 2025-07-19 | 1085985 |
| Total assets as of the beginning of the plan year | 2025-07-19 | 1004730 |
| Participant contributions to plan in this plan year | 2025-07-19 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-19 | 0 |
| Other contributions to plan in this plan year | 2025-07-19 | 0 |
| Other income to plan in this plan year | 2025-07-19 | 61255 |
| Plan net income in this plan year | 2025-07-19 | 81255 |
| Net assets as of the end of the plan year | 2025-07-19 | 1085985 |
| Net assets as of the beginning of the plan year | 2025-07-19 | 1004730 |
| Employer contributions to plan in this plan year | 2025-07-19 | 20000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-19 | 0 |
| 2024 : DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 0 |
| Net assets as of the end of the plan year | 2024-05-31 | 1004730 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 901654 |
| Participant contributions to plan in this plan year | 2024-05-31 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-31 | 0 |
| Other contributions to plan in this plan year | 2024-05-31 | 0 |
| Other income to plan in this plan year | 2024-05-31 | 83076 |
| Plan net income in this plan year | 2024-05-31 | 103076 |
| Net assets as of the end of the plan year | 2024-05-31 | 1004730 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 901654 |
| Employer contributions to plan in this plan year | 2024-05-31 | 20000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 0 |
| 2022 : DORFMAN & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-09-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-15 | 0 |
| Net assets as of the end of the plan year | 2022-09-15 | 989896 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 898242 |
| Participant contributions to plan in this plan year | 2022-09-15 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-15 | 0 |
| Other contributions to plan in this plan year | 2022-09-15 | 0 |
| Other income to plan in this plan year | 2022-09-15 | 71654 |
| Plan net income in this plan year | 2022-09-15 | 91654 |
| Net assets as of the end of the plan year | 2022-09-15 | 989896 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 898242 |
| Employer contributions to plan in this plan year | 2022-09-15 | 20000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-15 | 0 |
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