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SOBEL & CO., LLC RETIREMENT PLAN 401k Plan overview

Plan NameSOBEL & CO., LLC RETIREMENT PLAN
Plan identification number 001

SOBEL & CO., LLC RETIREMENT PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOBEL & CO., LLC., CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name:SOBEL & CO., LLC., CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):221430039
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOBEL & CO., LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01ALAN SOBEL
0012022-01-01
0012022-01-01ALAN SOBEL
0012021-01-01
0012021-01-01ALAN SOBEL
0012020-01-01
0012019-01-01
0012017-01-01ALAN SOBEL
0012016-01-01ALAN D. SOBEL
0012015-01-01ALAN SOBEL
0012014-01-01ALAN SOBEL
0012013-01-01ALAN SOBEL
0012012-01-01ALAN SOBEL
0012011-01-01ALAN SOBEL2013-01-30
0012010-01-01ALAN D. SOBEL2011-07-28 ALAN D. SOBEL2011-07-28

Plan Statistics for SOBEL & CO., LLC RETIREMENT PLAN

401k plan membership statisitcs for SOBEL & CO., LLC RETIREMENT PLAN

Measure Date Value
2025: SOBEL & CO., LLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1583
Total number of particpants at end of year2025-10-1561
Number of Participants With Account Balances2025-10-1555
2023: SOBEL & CO., LLC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01236
Total number of active participants reported on line 7a of the Form 55002023-01-0118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0164
Total of all active and inactive participants2023-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0183
Number of participants with account balances2023-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: SOBEL & CO., LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01235
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: SOBEL & CO., LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01203
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SOBEL & CO., LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01202
Total number of active participants reported on line 7a of the Form 55002020-01-01162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01213
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: SOBEL & CO., LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01190
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01202
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2017: SOBEL & CO., LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SOBEL & CO., LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SOBEL & CO., LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SOBEL & CO., LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SOBEL & CO., LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SOBEL & CO., LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015

Financial Data on SOBEL & CO., LLC RETIREMENT PLAN

Measure Date Value
2025 : SOBEL & CO., LLC RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-154358998
Net assets as of the end of the plan year2025-10-155846537
Total assets as of the beginning of the plan year2025-10-159051252
Value of plan covered by a fidelity bond2025-10-15613969
Participant contributions to plan in this plan year2025-10-15143814
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15985735
Plan net income in this plan year2025-10-15-3204715
Net assets as of the end of the plan year2025-10-155846537
Net assets as of the beginning of the plan year2025-10-159051252
Employer contributions to plan in this plan year2025-10-1524734
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1521020
2023 : SOBEL & CO., LLC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,801,460
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$17,297,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$17,239,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$356,890
Value of total assets at end of year2023-12-31$9,051,252
Value of total assets at beginning of year2023-12-31$23,546,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$57,428
Total interest from all sources2023-12-31$6,146
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$219,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$219,428
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$650,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$325,194
Participant contributions at beginning of year2023-12-31$236,834
Other income not declared elsewhere2023-12-31$1,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-14,495,737
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,051,252
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,546,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,661,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,219,562
Value of interest in pooled separate accounts at end of year2023-12-31$6,268
Value of interest in pooled separate accounts at beginning of year2023-12-31$431,381
Interest on participant loans2023-12-31$6,146
Value of interest in common/collective trusts at end of year2023-12-31$1,383,771
Value of interest in common/collective trusts at beginning of year2023-12-31$3,332,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,865,662
Net investment gain/loss from pooled separate accounts2023-12-31$14,435
Net investment gain or loss from common/collective trusts2023-12-31$337,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$31,696
Employer contributions (assets) at beginning of year2023-12-31$326,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$17,239,769
Contract administrator fees2023-12-31$57,428
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDG-CPAS
Accountancy firm EIN2023-12-31222625944
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,801,460
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$17,297,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$17,239,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$356,890
Value of total assets at end of year2023-01-01$9,051,252
Value of total assets at beginning of year2023-01-01$23,546,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$57,428
Total interest from all sources2023-01-01$6,146
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$219,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$219,428
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$650,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$325,194
Participant contributions at beginning of year2023-01-01$236,834
Other income not declared elsewhere2023-01-01$1,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-14,495,737
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,051,252
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$23,546,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,661,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$19,219,562
Value of interest in pooled separate accounts at end of year2023-01-01$6,268
Value of interest in pooled separate accounts at beginning of year2023-01-01$431,381
Interest on participant loans2023-01-01$6,146
Value of interest in common/collective trusts at end of year2023-01-01$1,383,771
Value of interest in common/collective trusts at beginning of year2023-01-01$3,332,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,865,662
Net investment gain/loss from pooled separate accounts2023-01-01$14,435
Net investment gain or loss from common/collective trusts2023-01-01$337,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$31,696
Employer contributions (assets) at beginning of year2023-01-01$326,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$17,239,769
Contract administrator fees2023-01-01$57,428
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDG-CPAS
Accountancy firm EIN2023-01-01222625944
2022 : SOBEL & CO., LLC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,425,580
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,266,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,188,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,032,651
Value of total assets at end of year2022-12-31$23,546,989
Value of total assets at beginning of year2022-12-31$26,238,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,603
Total interest from all sources2022-12-31$12,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$332,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$332,221
Administrative expenses professional fees incurred2022-12-31$11,994
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$650,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,792,518
Participant contributions at end of year2022-12-31$236,834
Participant contributions at beginning of year2022-12-31$251,383
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$913,767
Other income not declared elsewhere2022-12-31$1,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,691,661
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,546,989
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,238,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,219,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,902,333
Value of interest in pooled separate accounts at end of year2022-12-31$431,381
Value of interest in pooled separate accounts at beginning of year2022-12-31$134,865
Interest on participant loans2022-12-31$12,587
Value of interest in common/collective trusts at end of year2022-12-31$3,332,846
Value of interest in common/collective trusts at beginning of year2022-12-31$3,652,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,423,591
Net investment gain/loss from pooled separate accounts2022-12-31$6,552
Net investment gain or loss from common/collective trusts2022-12-31$-387,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$326,366
Employer contributions (assets) at end of year2022-12-31$326,366
Employer contributions (assets) at beginning of year2022-12-31$297,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,188,478
Contract administrator fees2022-12-31$65,609
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDG-CPAS
Accountancy firm EIN2022-12-31222625944
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,425,580
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,266,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,188,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,032,651
Value of total assets at end of year2022-01-01$23,546,989
Value of total assets at beginning of year2022-01-01$26,238,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$77,603
Total interest from all sources2022-01-01$12,587
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$332,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$332,221
Administrative expenses professional fees incurred2022-01-01$11,994
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$650,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,792,518
Participant contributions at end of year2022-01-01$236,834
Participant contributions at beginning of year2022-01-01$251,383
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$913,767
Other income not declared elsewhere2022-01-01$1,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,691,661
Value of net assets at end of year (total assets less liabilities)2022-01-01$23,546,989
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$26,238,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$19,219,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$21,902,333
Value of interest in pooled separate accounts at end of year2022-01-01$431,381
Value of interest in pooled separate accounts at beginning of year2022-01-01$134,865
Interest on participant loans2022-01-01$12,587
Value of interest in common/collective trusts at end of year2022-01-01$3,332,846
Value of interest in common/collective trusts at beginning of year2022-01-01$3,652,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,423,591
Net investment gain/loss from pooled separate accounts2022-01-01$6,552
Net investment gain or loss from common/collective trusts2022-01-01$-387,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$326,366
Employer contributions (assets) at end of year2022-01-01$326,366
Employer contributions (assets) at beginning of year2022-01-01$297,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,188,478
Contract administrator fees2022-01-01$65,609
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDG-CPAS
Accountancy firm EIN2022-01-01222625944
2021 : SOBEL & CO., LLC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,165,579
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,548,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,456,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,262,073
Value of total assets at end of year2021-12-31$26,238,650
Value of total assets at beginning of year2021-12-31$22,621,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,420
Total interest from all sources2021-12-31$10,966
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$332,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$332,915
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,566,378
Participant contributions at end of year2021-12-31$251,383
Participant contributions at beginning of year2021-12-31$231,435
Participant contributions at beginning of year2021-12-31$55,378
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$398,252
Other income not declared elsewhere2021-12-31$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,617,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,238,650
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,621,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,902,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,131,013
Value of interest in pooled separate accounts at end of year2021-12-31$134,865
Interest on participant loans2021-12-31$10,966
Value of interest in common/collective trusts at end of year2021-12-31$3,652,627
Value of interest in common/collective trusts at beginning of year2021-12-31$3,926,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,393,403
Net investment gain/loss from pooled separate accounts2021-12-31$-42
Net investment gain or loss from common/collective trusts2021-12-31$164,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$297,443
Employer contributions (assets) at end of year2021-12-31$297,442
Employer contributions (assets) at beginning of year2021-12-31$277,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,456,155
Contract administrator fees2021-12-31$92,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDG CPAS
Accountancy firm EIN2021-12-31222625944
2020 : SOBEL & CO., LLC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,105,961
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,112,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,053,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,052,237
Value of total assets at end of year2020-12-31$22,621,646
Value of total assets at beginning of year2020-12-31$18,628,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,513
Total interest from all sources2020-12-31$11,923
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$214,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$214,533
Administrative expenses professional fees incurred2020-12-31$5,950
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$650,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,450,923
Participant contributions at end of year2020-12-31$231,435
Participant contributions at beginning of year2020-12-31$214,662
Participant contributions at end of year2020-12-31$55,378
Participant contributions at beginning of year2020-12-31$49,392
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$324,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,993,474
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,621,646
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,628,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,131,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,153,655
Interest on participant loans2020-12-31$11,923
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,926,560
Value of interest in common/collective trusts at beginning of year2020-12-31$1,935,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,754,311
Net investment gain or loss from common/collective trusts2020-12-31$72,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$277,260
Employer contributions (assets) at end of year2020-12-31$277,260
Employer contributions (assets) at beginning of year2020-12-31$274,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,053,974
Contract administrator fees2020-12-31$17,686
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDG CPAS
Accountancy firm EIN2020-12-31222625944
2019 : SOBEL & CO., LLC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,080,467
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$801,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$754,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,728,507
Value of total assets at end of year2019-12-31$18,628,172
Value of total assets at beginning of year2019-12-31$14,349,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,212
Total interest from all sources2019-12-31$12,296
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$251,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$251,677
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,327,289
Participant contributions at end of year2019-12-31$214,662
Participant contributions at beginning of year2019-12-31$200,868
Participant contributions at end of year2019-12-31$49,392
Participant contributions at beginning of year2019-12-31$39,472
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,278,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,628,172
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,349,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,153,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,014,096
Interest on participant loans2019-12-31$12,296
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,935,586
Value of interest in common/collective trusts at beginning of year2019-12-31$1,879,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,028,570
Net investment gain or loss from common/collective trusts2019-12-31$59,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$274,877
Employer contributions (assets) at end of year2019-12-31$274,877
Employer contributions (assets) at beginning of year2019-12-31$215,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$754,428
Contract administrator fees2019-12-31$17,253
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDG CPAS
Accountancy firm EIN2019-12-31222625944
2018 : SOBEL & CO., LLC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$491,833
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,157,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,113,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,243,996
Value of total assets at end of year2018-12-31$14,349,345
Value of total assets at beginning of year2018-12-31$15,015,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,047
Total interest from all sources2018-12-31$10,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$217,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$217,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,021,507
Participant contributions at end of year2018-12-31$200,868
Participant contributions at beginning of year2018-12-31$188,957
Participant contributions at end of year2018-12-31$39,472
Participant contributions at beginning of year2018-12-31$48,683
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-666,128
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,349,345
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,015,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,014,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,157,169
Interest on participant loans2018-12-31$10,151
Value of interest in common/collective trusts at end of year2018-12-31$1,879,656
Value of interest in common/collective trusts at beginning of year2018-12-31$1,403,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,023,258
Net investment gain or loss from common/collective trusts2018-12-31$43,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$215,253
Employer contributions (assets) at end of year2018-12-31$215,253
Employer contributions (assets) at beginning of year2018-12-31$216,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,113,914
Contract administrator fees2018-12-31$15,864
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDG CPAS
Accountancy firm EIN2018-12-31222625944
2017 : SOBEL & CO., LLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,483,506
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,083,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,037,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,309,263
Value of total assets at end of year2017-12-31$15,015,473
Value of total assets at beginning of year2017-12-31$12,615,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,504
Total interest from all sources2017-12-31$9,392
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$203,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$203,547
Administrative expenses professional fees incurred2017-12-31$5,350
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$650,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$946,206
Participant contributions at end of year2017-12-31$188,957
Participant contributions at beginning of year2017-12-31$172,673
Participant contributions at end of year2017-12-31$48,683
Participant contributions at beginning of year2017-12-31$37,518
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$146,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,400,115
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,015,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,615,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,157,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,210,335
Interest on participant loans2017-12-31$9,392
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,403,741
Value of interest in common/collective trusts at beginning of year2017-12-31$1,985,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,916,390
Net investment gain or loss from common/collective trusts2017-12-31$44,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$216,923
Employer contributions (assets) at end of year2017-12-31$216,923
Employer contributions (assets) at beginning of year2017-12-31$209,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,037,887
Contract administrator fees2017-12-31$13,769
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDG CPAS
Accountancy firm EIN2017-12-31222625944
2016 : SOBEL & CO., LLC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,128,730
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$301,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$251,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,147,130
Value of total assets at end of year2016-12-31$12,615,358
Value of total assets at beginning of year2016-12-31$10,787,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,240
Total interest from all sources2016-12-31$8,149
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$150,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$150,491
Administrative expenses professional fees incurred2016-12-31$9,350
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$650,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$928,085
Participant contributions at end of year2016-12-31$172,673
Participant contributions at beginning of year2016-12-31$176,146
Participant contributions at end of year2016-12-31$37,518
Participant contributions at beginning of year2016-12-31$31,213
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,827,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,615,358
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,787,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,210,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,148,311
Interest on participant loans2016-12-31$8,149
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,985,075
Value of interest in common/collective trusts at beginning of year2016-12-31$1,241,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$758,476
Net investment gain or loss from common/collective trusts2016-12-31$64,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$209,757
Employer contributions (assets) at end of year2016-12-31$209,757
Employer contributions (assets) at beginning of year2016-12-31$190,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$251,833
Contract administrator fees2016-12-31$13,179
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDG CPAS
Accountancy firm EIN2016-12-31222625944
2015 : SOBEL & CO., LLC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,016,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$406,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$359,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,039,102
Value of total assets at end of year2015-12-31$10,787,701
Value of total assets at beginning of year2015-12-31$10,177,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,382
Total interest from all sources2015-12-31$7,243
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$127,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$127,587
Administrative expenses professional fees incurred2015-12-31$9,950
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$650,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$830,919
Participant contributions at end of year2015-12-31$176,146
Participant contributions at beginning of year2015-12-31$109,055
Participant contributions at end of year2015-12-31$31,213
Participant contributions at beginning of year2015-12-31$32,163
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$610,079
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,787,701
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,177,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,148,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,766,786
Interest on participant loans2015-12-31$7,243
Value of interest in common/collective trusts at end of year2015-12-31$1,241,645
Value of interest in common/collective trusts at beginning of year2015-12-31$1,099,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,323
Net investment gain or loss from common/collective trusts2015-12-31$31,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$190,386
Employer contributions (assets) at end of year2015-12-31$190,386
Employer contributions (assets) at beginning of year2015-12-31$169,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$359,187
Contract administrator fees2015-12-31$12,320
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BECHER, DELLA TORRE, GITTO & COMPAN
Accountancy firm EIN2015-12-31222625944
2014 : SOBEL & CO., LLC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,525,046
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$322,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$278,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$968,919
Value of total assets at end of year2014-12-31$10,177,622
Value of total assets at beginning of year2014-12-31$8,974,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,630
Total interest from all sources2014-12-31$7,473
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$123,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$123,979
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$650,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$759,783
Participant contributions at end of year2014-12-31$109,055
Participant contributions at beginning of year2014-12-31$143,134
Participant contributions at end of year2014-12-31$32,163
Participant contributions at beginning of year2014-12-31$36,806
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,141
Administrative expenses (other) incurred2014-12-31$9,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,202,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,177,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,974,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,766,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,620,257
Interest on participant loans2014-12-31$7,473
Value of interest in common/collective trusts at end of year2014-12-31$1,099,623
Value of interest in common/collective trusts at beginning of year2014-12-31$1,004,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$360,009
Net investment gain or loss from common/collective trusts2014-12-31$64,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$169,995
Employer contributions (assets) at end of year2014-12-31$169,995
Employer contributions (assets) at beginning of year2014-12-31$170,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$278,693
Contract administrator fees2014-12-31$11,045
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BECHER, DELLA TORRE, GITTO & COMPAN
Accountancy firm EIN2014-12-31222625944
2013 : SOBEL & CO., LLC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,306,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$392,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$360,663
Value of total corrective distributions2013-12-31$3,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$972,565
Value of total assets at end of year2013-12-31$8,974,899
Value of total assets at beginning of year2013-12-31$7,061,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,802
Total interest from all sources2013-12-31$8,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$135,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$135,168
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$650,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$728,137
Participant contributions at end of year2013-12-31$143,134
Participant contributions at beginning of year2013-12-31$131,212
Participant contributions at end of year2013-12-31$36,806
Participant contributions at beginning of year2013-12-31$23,804
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$74,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,913,543
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,974,899
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,061,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,620,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,611,818
Interest on participant loans2013-12-31$8,278
Value of interest in common/collective trusts at end of year2013-12-31$1,004,302
Value of interest in common/collective trusts at beginning of year2013-12-31$1,143,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,193,168
Net investment gain or loss from common/collective trusts2013-12-31$-3,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$170,400
Employer contributions (assets) at end of year2013-12-31$170,400
Employer contributions (assets) at beginning of year2013-12-31$151,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$360,663
Contract administrator fees2013-12-31$11,429
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BECHER,DELLA TORRE,GITTO & COMPANY
Accountancy firm EIN2013-12-31222625944
2012 : SOBEL & CO., LLC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,739,698
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$573,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$552,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,060,232
Value of total assets at end of year2012-12-31$7,061,356
Value of total assets at beginning of year2012-12-31$5,894,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,152
Total interest from all sources2012-12-31$16,593
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,481
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$650,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$638,363
Participant contributions at end of year2012-12-31$131,212
Participant contributions at beginning of year2012-12-31$156,073
Participant contributions at end of year2012-12-31$23,804
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$116,453
Total non interest bearing cash at beginning of year2012-12-31$5,738,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,166,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,061,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,894,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,611,818
Interest on participant loans2012-12-31$9,246
Value of interest in common/collective trusts at end of year2012-12-31$1,143,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$527,846
Net investment gain or loss from common/collective trusts2012-12-31$128,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$305,416
Employer contributions (assets) at end of year2012-12-31$151,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$552,174
Contract administrator fees2012-12-31$9,250
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BECHER,DELLA TORRE,GITTO & COMPANY
Accountancy firm EIN2012-12-31222625944

Form 5500 Responses for SOBEL & CO., LLC RETIREMENT PLAN

2023: SOBEL & CO., LLC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOBEL & CO., LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOBEL & CO., LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOBEL & CO., LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOBEL & CO., LLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: SOBEL & CO., LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOBEL & CO., LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOBEL & CO., LLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOBEL & CO., LLC RETIREMENT PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOBEL & CO., LLC RETIREMENT PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOBEL & CO., LLC RETIREMENT PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629934
Policy instance 1
Insurance contract or identification number629934
Number of Individuals Covered83
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629934
Policy instance 1
Insurance contract or identification number629934
Number of Individuals Covered235
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number629934
Policy instance 1

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