PAUL LERMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAUL LERMAN PHD PROFIT SHARING
| Measure | Date | Value |
|---|
| 2019: PAUL LERMAN PHD PROFIT SHARING 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| 2018: PAUL LERMAN PHD PROFIT SHARING 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: PAUL LERMAN PHD PROFIT SHARING 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| 2016: PAUL LERMAN PHD PROFIT SHARING 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: PAUL LERMAN PHD PROFIT SHARING 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: PAUL LERMAN PHD PROFIT SHARING 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| 2013: PAUL LERMAN PHD PROFIT SHARING 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PAUL LERMAN PHD PROFIT SHARING 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| 2011: PAUL LERMAN PHD PROFIT SHARING 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| 2009: PAUL LERMAN PHD PROFIT SHARING 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : PAUL LERMAN PHD PROFIT SHARING 2019 401k financial data |
|---|
| 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 | $6,032 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,712 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,712 |
| Total plan assets at end of year | 2019-12-31 | $37,698 |
| Total plan assets at beginning of year | 2019-12-31 | $33,378 |
| Other income received | 2019-12-31 | $6,032 |
| Net income (gross income less expenses) | 2019-12-31 | $4,320 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $37,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,378 |
| 2018 : PAUL LERMAN PHD PROFIT SHARING 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-810 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,771 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,771 |
| Total plan assets at end of year | 2018-12-31 | $33,378 |
| Total plan assets at beginning of year | 2018-12-31 | $35,959 |
| Other income received | 2018-12-31 | $-810 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,581 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $33,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $35,959 |
| 2017 : PAUL LERMAN PHD PROFIT SHARING 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $4,160 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,574 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,574 |
| Total plan assets at end of year | 2017-12-31 | $35,959 |
| Total plan assets at beginning of year | 2017-12-31 | $33,373 |
| Other income received | 2017-12-31 | $4,160 |
| Net income (gross income less expenses) | 2017-12-31 | $2,586 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $35,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,373 |
| 2016 : PAUL LERMAN PHD PROFIT SHARING 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,426 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,474 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,474 |
| Total plan assets at end of year | 2016-12-31 | $33,373 |
| Total plan assets at beginning of year | 2016-12-31 | $32,421 |
| Other income received | 2016-12-31 | $2,426 |
| Net income (gross income less expenses) | 2016-12-31 | $952 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $33,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,421 |
| 2015 : PAUL LERMAN PHD PROFIT SHARING 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 | $381 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,463 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,463 |
| Total plan assets at end of year | 2015-12-31 | $32,421 |
| Total plan assets at beginning of year | 2015-12-31 | $33,503 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $381 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,082 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $32,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,503 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| 2014 : PAUL LERMAN PHD PROFIT SHARING 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $2,499 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,359 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,359 |
| Total plan assets at end of year | 2014-12-31 | $33,503 |
| Total plan assets at beginning of year | 2014-12-31 | $32,363 |
| Other income received | 2014-12-31 | $2,499 |
| Net income (gross income less expenses) | 2014-12-31 | $1,140 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $33,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $32,363 |
| 2013 : PAUL LERMAN PHD PROFIT SHARING 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $4,904 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,159 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,159 |
| Total plan assets at end of year | 2013-12-31 | $32,363 |
| Total plan assets at beginning of year | 2013-12-31 | $28,618 |
| Other income received | 2013-12-31 | $4,904 |
| Net income (gross income less expenses) | 2013-12-31 | $3,745 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $32,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,618 |
| 2012 : PAUL LERMAN PHD PROFIT SHARING 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $28,463 |
| Total income from all sources | 2012-12-31 | $12 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $577 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $300 |
| Total plan assets at end of year | 2012-12-31 | $28,618 |
| Total plan assets at beginning of year | 2012-12-31 | $720 |
| Other income received | 2012-12-31 | $12 |
| Net income (gross income less expenses) | 2012-12-31 | $-565 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $28,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $720 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $277 |
| 2011 : PAUL LERMAN PHD PROFIT SHARING 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $39 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $330 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $300 |
| Total plan assets at end of year | 2011-12-31 | $726 |
| Total plan assets at beginning of year | 2011-12-31 | $1,017 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $30 |
| Other income received | 2011-12-31 | $39 |
| Net income (gross income less expenses) | 2011-12-31 | $-291 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,017 |
| 2010 : PAUL LERMAN PHD PROFIT SHARING 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-134,818 |
| Total income from all sources | 2010-12-31 | $8,036 |
| Total plan assets at end of year | 2010-12-31 | $1,017 |
| Total plan assets at beginning of year | 2010-12-31 | $127,799 |
| Other income received | 2010-12-31 | $8,036 |
| Net income (gross income less expenses) | 2010-12-31 | $8,036 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $127,799 |
| 2019: PAUL LERMAN PHD PROFIT SHARING 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PAUL LERMAN PHD PROFIT SHARING 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PAUL LERMAN PHD PROFIT SHARING 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PAUL LERMAN PHD PROFIT SHARING 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PAUL LERMAN PHD PROFIT SHARING 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PAUL LERMAN PHD PROFIT SHARING 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: PAUL LERMAN PHD PROFIT SHARING 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PAUL LERMAN PHD PROFIT SHARING 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PAUL LERMAN PHD PROFIT SHARING 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PAUL LERMAN PHD PROFIT SHARING 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
