JAY BLUMENFELD & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAY A. BLUMENFELD KEOGH PLAN
| Measure | Date | Value |
|---|
| 2019 : JAY A. BLUMENFELD KEOGH PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $297,456 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,099,560 |
| Total plan assets at beginning of year | 2019-12-31 | $1,802,104 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $287,456 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $297,456 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,099,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,802,104 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : JAY A. BLUMENFELD KEOGH PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-74,707 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,548 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,576 |
| Total plan assets at end of year | 2018-12-31 | $1,802,104 |
| Total plan assets at beginning of year | 2018-12-31 | $1,892,359 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-84,707 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-90,255 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,802,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,892,359 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $5,972 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JAY A. BLUMENFELD KEOGH PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $195,286 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,892,359 |
| Total plan assets at beginning of year | 2017-12-31 | $1,697,073 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $150,294 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $195,286 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,892,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,697,073 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $44,992 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : JAY A. BLUMENFELD KEOGH PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $163,656 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,697,073 |
| Total plan assets at beginning of year | 2016-12-31 | $1,533,417 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $106,658 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $163,656 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,697,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,533,417 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $56,998 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : JAY A. BLUMENFELD KEOGH PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $48,883 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,533,417 |
| Total plan assets at beginning of year | 2015-12-31 | $1,484,534 |
| Other income received | 2015-12-31 | $550 |
| Net income (gross income less expenses) | 2015-12-31 | $48,883 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,533,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,484,534 |
| Assets. Value of participant loans | 2015-12-31 | $1,313 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $48,333 |
| 2014 : JAY A. BLUMENFELD KEOGH PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $171,695 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,484,534 |
| Total plan assets at beginning of year | 2014-12-31 | $1,312,839 |
| Other income received | 2014-12-31 | $115,944 |
| Net income (gross income less expenses) | 2014-12-31 | $171,695 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,484,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,312,839 |
| Assets. Value of participant loans | 2014-12-31 | $1,626 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,751 |
| 2013 : JAY A. BLUMENFELD KEOGH PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $204,467 |
| Total plan assets at end of year | 2013-12-31 | $1,312,839 |
| Total plan assets at beginning of year | 2013-12-31 | $1,108,372 |
| Other income received | 2013-12-31 | $149,861 |
| Net income (gross income less expenses) | 2013-12-31 | $204,467 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,312,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,108,372 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $54,606 |
| 2019: JAY A. BLUMENFELD KEOGH PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAY A. BLUMENFELD KEOGH PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAY A. BLUMENFELD KEOGH PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAY A. BLUMENFELD KEOGH PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAY A. BLUMENFELD KEOGH PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAY A. BLUMENFELD KEOGH PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAY A. BLUMENFELD KEOGH PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
