401k Plan data: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN plan

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

Plan Name	H. R. MARGOLIS COMPANY PROFIT SHARING PLAN
Plan identification number	001

H. R. MARGOLIS COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BARBARA PINES
001 2011-01-01 BARBARA PINES
001 2010-01-01 BARBARA PINES
001 2009-01-01 BARBARA PINES

Plan Statistics for H. R. MARGOLIS COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for H. R. MARGOLIS COMPANY PROFIT SHARING PLAN

Measure Date Value
2015: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2015: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

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 year	2015-12-31	$12,956
Total plan liabilities at beginning of year	2015-12-31	$12,956
Total income from all sources	2015-12-31	$21
Total plan assets at end of year	2015-12-31	$21,029
Total plan assets at beginning of year	2015-12-31	$21,008
Other income received	2015-12-31	$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 year	2014-12-31	$12,956
Total plan liabilities at beginning of year	2014-12-31	$12,956
Total income from all sources	2014-12-31	$22
Total plan assets at end of year	2014-12-31	$21,008
Total plan assets at beginning of year	2014-12-31	$20,986
Other income received	2014-12-31	$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 year	2013-12-31	$12,956
Total plan liabilities at beginning of year	2013-12-31	$12,956
Total income from all sources	2013-12-31	$21
Total plan assets at end of year	2013-12-31	$20,986
Total plan assets at beginning of year	2013-12-31	$20,965
Other income received	2013-12-31	$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 year	2012-12-31	$12,956
Total plan liabilities at beginning of year	2012-12-31	$12,956
Total income from all sources	2012-12-31	$24
Total plan assets at end of year	2012-12-31	$20,965
Total plan assets at beginning of year	2012-12-31	$20,941
Other income received	2012-12-31	$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 year	2011-12-31	$12,956
Total plan liabilities at beginning of year	2011-12-31	$12,956
Total income from all sources	2011-12-31	$22
Expenses. Total of all expenses incurred	2011-12-31	$5
Total plan assets at end of year	2011-12-31	$20,941
Total plan assets at beginning of year	2011-12-31	$20,924
Expenses. Other expenses not covered elsewhere	2011-12-31	$5
Other income received	2011-12-31	$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 year	2010-12-31	$12,956
Total plan liabilities at beginning of year	2010-12-31	$12,956
Total income from all sources	2010-12-31	$72
Total plan assets at end of year	2010-12-31	$20,924
Total plan assets at beginning of year	2010-12-31	$20,852
Other income received	2010-12-31	$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
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: H. R. MARGOLIS COMPANY PROFIT SHARING 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
2012: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: H. R. MARGOLIS COMPANY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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