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MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

MARCUS AND SHAPIRA LLP has sponsored the creation of one or more 401k plans.

Company Name:MARCUS AND SHAPIRA LLP
Employer identification number (EIN):251345549
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BERNARD MARCUS
0012016-01-01BERNARD MARCUS
0012015-01-01BERNARD MARCUS
0012014-01-01BERNARD MARCUS
0012013-01-01KAREN LITTMANN
0012012-01-01KAREN LITTMANN
0012011-01-01KAREN LITTMANN
0012009-01-01KAREN LITTMAN

Plan Statistics for MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0148
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0146
Number of participants with account balances2022-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0150
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0148
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0149
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0146
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0146
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0145
Number of participants with account balances2017-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0148
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0145
Number of participants with account balances2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0148
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0147
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0148
Total number of active participants reported on line 7a of the Form 55002014-01-0138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0146
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0147
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0146
Number of participants with account balances2013-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0147
Number of participants with account balances2012-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0136
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0144
Total participants2009-01-0144
Number of participants with account balances2009-01-0144

Financial Data on MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-3,528,398
Expenses. Total of all expenses incurred2022-12-31$698,709
Benefits paid (including direct rollovers)2022-12-31$638,800
Total plan assets at end of year2022-12-31$28,871,424
Total plan assets at beginning of year2022-12-31$33,098,531
Value of fidelity bond covering the plan2022-12-31$4,500,000
Total contributions received or receivable from participants2022-12-31$465,015
Contributions received from other sources (not participants or employers)2022-12-31$180,519
Other income received2022-12-31$-4,788,084
Net income (gross income less expenses)2022-12-31$-4,227,107
Net plan assets at end of year (total assets less liabilities)2022-12-31$28,871,424
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$33,098,531
Assets. Value of participant loans2022-12-31$23,525
Assets. Value of assets in partnership/joint-venture interests2022-12-31$835,749
Total contributions received or receivable from employer(s)2022-12-31$614,152
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$59,909
2021 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$5,208,960
Expenses. Total of all expenses incurred2021-12-31$2,080,889
Benefits paid (including direct rollovers)2021-12-31$2,004,451
Total plan assets at end of year2021-12-31$33,098,531
Total plan assets at beginning of year2021-12-31$29,970,460
Value of fidelity bond covering the plan2021-12-31$4,500,000
Total contributions received or receivable from participants2021-12-31$489,136
Other income received2021-12-31$4,091,258
Net income (gross income less expenses)2021-12-31$3,128,071
Net plan assets at end of year (total assets less liabilities)2021-12-31$33,098,531
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,970,460
Assets. Value of participant loans2021-12-31$34,634
Assets. Value of assets in partnership/joint-venture interests2021-12-31$907,566
Total contributions received or receivable from employer(s)2021-12-31$628,566
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$76,438
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,657,333
Expenses. Total of all expenses incurred2020-12-31$2,328,030
Benefits paid (including direct rollovers)2020-12-31$2,255,050
Total plan assets at end of year2020-12-31$29,970,460
Total plan assets at beginning of year2020-12-31$27,641,157
Value of fidelity bond covering the plan2020-12-31$4,500,000
Total contributions received or receivable from participants2020-12-31$437,554
Other income received2020-12-31$3,603,346
Net income (gross income less expenses)2020-12-31$2,329,303
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,970,460
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$27,641,157
Assets. Value of participant loans2020-12-31$76,136
Assets. Value of assets in partnership/joint-venture interests2020-12-31$976,450
Total contributions received or receivable from employer(s)2020-12-31$616,433
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$72,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$6,050,578
Expenses. Total of all expenses incurred2019-12-31$1,299,312
Benefits paid (including direct rollovers)2019-12-31$1,234,748
Total plan assets at end of year2019-12-31$27,641,157
Total plan assets at beginning of year2019-12-31$22,889,891
Value of fidelity bond covering the plan2019-12-31$4,500,000
Total contributions received or receivable from participants2019-12-31$440,406
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$4,994,299
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$4,751,266
Net plan assets at end of year (total assets less liabilities)2019-12-31$27,641,157
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$22,889,891
Assets. Value of participant loans2019-12-31$109,166
Assets. Value of assets in partnership/joint-venture interests2019-12-31$976,450
Total contributions received or receivable from employer(s)2019-12-31$615,873
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$64,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-285,162
Expenses. Total of all expenses incurred2018-12-31$2,820,496
Benefits paid (including direct rollovers)2018-12-31$2,775,048
Total plan assets at end of year2018-12-31$22,889,891
Total plan assets at beginning of year2018-12-31$25,995,549
Value of fidelity bond covering the plan2018-12-31$4,500,000
Total contributions received or receivable from participants2018-12-31$394,831
Expenses. Other expenses not covered elsewhere2018-12-31$0
Other income received2018-12-31$-1,158,702
Net income (gross income less expenses)2018-12-31$-3,105,658
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,889,891
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$25,995,549
Assets. Value of participant loans2018-12-31$39,470
Assets. Value of assets in partnership/joint-venture interests2018-12-31$976,450
Total contributions received or receivable from employer(s)2018-12-31$478,709
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$45,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$5,117,372
Expenses. Total of all expenses incurred2017-12-31$567,481
Benefits paid (including direct rollovers)2017-12-31$521,990
Total plan assets at end of year2017-12-31$25,995,549
Total plan assets at beginning of year2017-12-31$21,445,658
Value of fidelity bond covering the plan2017-12-31$4,500,000
Total contributions received or receivable from participants2017-12-31$401,888
Contributions received from other sources (not participants or employers)2017-12-31$484,147
Other income received2017-12-31$3,735,693
Net income (gross income less expenses)2017-12-31$4,549,891
Net plan assets at end of year (total assets less liabilities)2017-12-31$25,995,549
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,445,658
Assets. Value of participant loans2017-12-31$71,288
Assets. Value of assets in partnership/joint-venture interests2017-12-31$976,450
Total contributions received or receivable from employer(s)2017-12-31$495,644
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$45,491
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,375,911
Expenses. Total of all expenses incurred2016-12-31$723,302
Benefits paid (including direct rollovers)2016-12-31$655,304
Total plan assets at end of year2016-12-31$21,445,658
Total plan assets at beginning of year2016-12-31$19,793,049
Value of fidelity bond covering the plan2016-12-31$4,500,000
Total contributions received or receivable from participants2016-12-31$398,188
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,497,229
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,652,609
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,445,658
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$19,793,049
Assets. Value of participant loans2016-12-31$53,233
Assets. Value of assets in partnership/joint-venture interests2016-12-31$976,450
Total contributions received or receivable from employer(s)2016-12-31$480,494
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$67,998
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$324,878
Expenses. Total of all expenses incurred2015-12-31$1,975,192
Benefits paid (including direct rollovers)2015-12-31$1,855,020
Total plan assets at end of year2015-12-31$19,793,049
Total plan assets at beginning of year2015-12-31$21,443,363
Value of fidelity bond covering the plan2015-12-31$12,500,000
Total contributions received or receivable from participants2015-12-31$422,654
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-575,416
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,650,314
Net plan assets at end of year (total assets less liabilities)2015-12-31$19,793,049
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$21,443,363
Assets. Value of participant loans2015-12-31$46,448
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,074,315
Total contributions received or receivable from employer(s)2015-12-31$477,640
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$120,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-6,121,493
Expenses. Total of all expenses incurred2014-12-31$393,421
Benefits paid (including direct rollovers)2014-12-31$273,599
Total plan assets at end of year2014-12-31$21,443,363
Total plan assets at beginning of year2014-12-31$27,958,277
Value of fidelity bond covering the plan2014-12-31$12,500,000
Total contributions received or receivable from participants2014-12-31$365,347
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-6,975,338
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-6,514,914
Net plan assets at end of year (total assets less liabilities)2014-12-31$21,443,363
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$27,958,277
Assets. Value of participant loans2014-12-31$68,828
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,192,770
Total contributions received or receivable from employer(s)2014-12-31$488,498
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$119,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$4,332,804
Expenses. Total of all expenses incurred2013-12-31$211,447
Benefits paid (including direct rollovers)2013-12-31$118,383
Total plan assets at end of year2013-12-31$27,958,277
Total plan assets at beginning of year2013-12-31$23,836,920
Value of fidelity bond covering the plan2013-12-31$12,500,000
Total contributions received or receivable from participants2013-12-31$326,545
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,546,228
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$4,121,357
Net plan assets at end of year (total assets less liabilities)2013-12-31$27,958,277
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$23,836,920
Assets. Value of participant loans2013-12-31$90,192
Assets. Value of assets in partnership/joint-venture interests2013-12-31$11,043,092
Total contributions received or receivable from employer(s)2013-12-31$460,031
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$93,064
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$9,214,016
Expenses. Total of all expenses incurred2012-12-31$97,821
Benefits paid (including direct rollovers)2012-12-31$21,544
Total plan assets at end of year2012-12-31$23,836,920
Total plan assets at beginning of year2012-12-31$14,720,725
Value of fidelity bond covering the plan2012-12-31$4,500,000
Total contributions received or receivable from participants2012-12-31$316,090
Contributions received from other sources (not participants or employers)2012-12-31$2,445,284
Other income received2012-12-31$6,026,138
Net income (gross income less expenses)2012-12-31$9,116,195
Net plan assets at end of year (total assets less liabilities)2012-12-31$23,836,920
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$14,720,725
Assets. Value of participant loans2012-12-31$96,912
Assets. Value of assets in partnership/joint-venture interests2012-12-31$10,174,412
Total contributions received or receivable from employer(s)2012-12-31$426,504
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$76,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,091,453
Expenses. Total of all expenses incurred2011-12-31$85,875
Benefits paid (including direct rollovers)2011-12-31$34,686
Total plan assets at end of year2011-12-31$14,720,725
Total plan assets at beginning of year2011-12-31$12,715,147
Value of fidelity bond covering the plan2011-12-31$4,500,000
Total contributions received or receivable from participants2011-12-31$301,821
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,341,090
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$2,005,578
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,720,725
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,715,147
Assets. Value of participant loans2011-12-31$70,577
Assets. Value of assets in partnership/joint-venture interests2011-12-31$3,519,651
Total contributions received or receivable from employer(s)2011-12-31$448,542
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$51,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$2,437,218
Expenses. Total of all expenses incurred2010-12-31$2,307,200
Benefits paid (including direct rollovers)2010-12-31$2,272,520
Total plan assets at end of year2010-12-31$12,715,147
Total plan assets at beginning of year2010-12-31$12,585,129
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$313,917
Other income received2010-12-31$1,702,855
Net income (gross income less expenses)2010-12-31$130,018
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,715,147
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,585,129
Assets. Value of participant loans2010-12-31$35,917
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1,999,915
Total contributions received or receivable from employer(s)2010-12-31$420,446
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$34,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST

2022: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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
2018: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 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
2011: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARCUS AND SHAPIRA PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number017586
Policy instance 1
Insurance contract or identification number017586
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $6,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,551
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY

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