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H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameH. R. MARGOLIS COMPANY PROFIT SHARING PLAN
Plan identification number 001

H. R. MARGOLIS COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

H. R. MARGOLIS COMPANY C/O MARGOLIS PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:H. R. MARGOLIS COMPANY C/O MARGOLIS PARTNERS, LLC
Employer identification number (EIN):232052809
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. R. MARGOLIS COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BARBARA PINES
0012011-01-01BARBARA PINES
0012010-01-01BARBARA PINES
0012009-01-01BARBARA PINES

Financial Data on H. R. MARGOLIS COMPANY PROFIT SHARING PLAN

Measure Date Value
2015 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$12,956
Total plan liabilities at beginning of year2015-12-31$12,956
Total income from all sources2015-12-31$21
Total plan assets at end of year2015-12-31$21,029
Total plan assets at beginning of year2015-12-31$21,008
Other income received2015-12-31$21
Net income (gross income less expenses)2015-12-31$21
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,073
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,052
2014 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$12,956
Total plan liabilities at beginning of year2014-12-31$12,956
Total income from all sources2014-12-31$22
Total plan assets at end of year2014-12-31$21,008
Total plan assets at beginning of year2014-12-31$20,986
Other income received2014-12-31$22
Net income (gross income less expenses)2014-12-31$22
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,052
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,030
2013 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$12,956
Total plan liabilities at beginning of year2013-12-31$12,956
Total income from all sources2013-12-31$21
Total plan assets at end of year2013-12-31$20,986
Total plan assets at beginning of year2013-12-31$20,965
Other income received2013-12-31$21
Net income (gross income less expenses)2013-12-31$21
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,030
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,009
2012 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$12,956
Total plan liabilities at beginning of year2012-12-31$12,956
Total income from all sources2012-12-31$24
Total plan assets at end of year2012-12-31$20,965
Total plan assets at beginning of year2012-12-31$20,941
Other income received2012-12-31$24
Net income (gross income less expenses)2012-12-31$24
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,009
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,985
2011 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$12,956
Total plan liabilities at beginning of year2011-12-31$12,956
Total income from all sources2011-12-31$22
Expenses. Total of all expenses incurred2011-12-31$5
Total plan assets at end of year2011-12-31$20,941
Total plan assets at beginning of year2011-12-31$20,924
Expenses. Other expenses not covered elsewhere2011-12-31$5
Other income received2011-12-31$22
Net income (gross income less expenses)2011-12-31$17
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,985
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,968
2010 : H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$12,956
Total plan liabilities at beginning of year2010-12-31$12,956
Total income from all sources2010-12-31$72
Total plan assets at end of year2010-12-31$20,924
Total plan assets at beginning of year2010-12-31$20,852
Other income received2010-12-31$72
Net income (gross income less expenses)2010-12-31$72
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,968
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,896

Form 5500 Responses for H. R. MARGOLIS COMPANY PROFIT SHARING PLAN

2015: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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