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JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN
Plan identification number 003

JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

LAW OFFICES OF JAMES E. BLATT, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JAMES E. BLATT, A PROFESSIONAL CORPORATION
Employer identification number (EIN):260851685

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01

Financial Data on JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN

Measure Date Value
2025 : JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15519188
Net assets as of the end of the plan year2025-10-151054915
Total assets as of the beginning of the plan year2025-10-151512110
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1561993
Plan net income in this plan year2025-10-15-457195
Net assets as of the end of the plan year2025-10-151054915
Net assets as of the beginning of the plan year2025-10-151512110
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15300
2024 : JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-210
Total liabilities as of the beginning of the plan year2024-08-210
Total expenses incurred by plan in this plan year2024-08-21180090
Net assets as of the end of the plan year2024-08-211512110
Total assets as of the beginning of the plan year2024-08-211624157
Other income to plan in this plan year2024-08-2168043
Plan net income in this plan year2024-08-21-112047
Net assets as of the end of the plan year2024-08-211512110
Net assets as of the beginning of the plan year2024-08-211624157
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2190
2022 : JAMES E. BLATT, APC MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1420221
Net assets as of the end of the plan year2022-07-141959720
Total assets as of the beginning of the plan year2022-07-141778966
Value of plan covered by a fidelity bond2022-07-14200000
Participant contributions to plan in this plan year2022-07-140
Other expenses paid from plan in this plan year2022-07-1420221
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-14200975
Plan net income in this plan year2022-07-14180754
Net assets as of the end of the plan year2022-07-141959720
Net assets as of the beginning of the plan year2022-07-141778966
Employer contributions to plan in this plan year2022-07-140
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-140

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