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LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 004

LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 ALAN GOLDFARB, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ALAN GOLDFARB, P.A.
Employer identification number (EIN):261629188
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LAW OFFICES OF ALAN GOLDFARB, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-12-21
Company Identification Number: P07000134169
Legal Registered Office Address: 100 S.E. SECOND STREET

MIAMI

33131

More information about LAW OFFICES OF ALAN GOLDFARB, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01ALAN GOLDFARB
0042017-01-01ALAN GOLDFARB
0042016-01-01ALAN GOLDFARB
0042015-01-01ALAN GOLDFARB
0042014-01-01ALAN GOLDFARB
0042013-01-01ALAN GOLDFARB
0042012-01-01ALAN GOLDFARB
0042011-01-01ALAN GOLDFARB
0042009-01-01ALAN GOLDFARB

Plan Statistics for LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-112,125
Expenses. Total of all expenses incurred2022-12-31$148,920
Benefits paid (including direct rollovers)2022-12-31$127,050
Total plan assets at end of year2022-12-31$3,443,537
Total plan assets at beginning of year2022-12-31$3,704,582
Value of fidelity bond covering the plan2022-12-31$750,000
Total contributions received or receivable from participants2022-12-31$27,250
Expenses. Other expenses not covered elsewhere2022-12-31$35
Contributions received from other sources (not participants or employers)2022-12-31$0
Noncash contributions received2022-12-31$-205,721
Net income (gross income less expenses)2022-12-31$-261,045
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,443,537
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,704,582
Assets. Value of assets in partnership/joint-venture interests2022-12-31$261,238
Total contributions received or receivable from employer(s)2022-12-31$66,346
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,835
2021 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$381,024
Expenses. Total of all expenses incurred2021-12-31$197,432
Benefits paid (including direct rollovers)2021-12-31$155,853
Total plan assets at end of year2021-12-31$3,704,582
Total plan assets at beginning of year2021-12-31$3,520,990
Value of fidelity bond covering the plan2021-12-31$750,000
Total contributions received or receivable from participants2021-12-31$88,000
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$229,939
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$183,592
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,704,582
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,520,990
Assets. Value of assets in partnership/joint-venture interests2021-12-31$264,830
Total contributions received or receivable from employer(s)2021-12-31$63,085
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$414,789
Expenses. Total of all expenses incurred2020-12-31$63,891
Benefits paid (including direct rollovers)2020-12-31$33,013
Total plan assets at end of year2020-12-31$3,520,990
Total plan assets at beginning of year2020-12-31$3,170,092
Value of fidelity bond covering the plan2020-12-31$750,000
Total contributions received or receivable from participants2020-12-31$66,800
Other income received2020-12-31$282,694
Net income (gross income less expenses)2020-12-31$350,898
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,520,990
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,170,092
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$263,678
Total contributions received or receivable from employer(s)2020-12-31$65,295
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$30,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$546,295
Expenses. Total of all expenses incurred2019-12-31$274,774
Benefits paid (including direct rollovers)2019-12-31$239,563
Total plan assets at end of year2019-12-31$3,170,092
Total plan assets at beginning of year2019-12-31$2,898,571
Value of fidelity bond covering the plan2019-12-31$750,000
Total contributions received or receivable from participants2019-12-31$33,800
Noncash contributions received2019-12-31$451,503
Net income (gross income less expenses)2019-12-31$271,521
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,170,092
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,898,571
Assets. Value of participant loans2019-12-31$25,427
Assets. Value of assets in partnership/joint-venture interests2019-12-31$257,426
Total contributions received or receivable from employer(s)2019-12-31$60,992
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$35,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$29,625
Expenses. Total of all expenses incurred2018-12-31$164,439
Benefits paid (including direct rollovers)2018-12-31$127,478
Total plan assets at end of year2018-12-31$2,898,571
Total plan assets at beginning of year2018-12-31$3,033,385
Value of fidelity bond covering the plan2018-12-31$750,000
Total contributions received or receivable from participants2018-12-31$15,584
Other income received2018-12-31$6,247
Net income (gross income less expenses)2018-12-31$-134,814
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,898,571
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,033,385
Assets. Value of participant loans2018-12-31$21,371
Assets. Value of assets in partnership/joint-venture interests2018-12-31$245,163
Total contributions received or receivable from employer(s)2018-12-31$7,794
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$36,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$379,125
Expenses. Total of all expenses incurred2017-12-31$320,068
Benefits paid (including direct rollovers)2017-12-31$287,565
Total plan assets at end of year2017-12-31$3,033,385
Total plan assets at beginning of year2017-12-31$2,974,328
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$12,262
Other income received2017-12-31$354,815
Net income (gross income less expenses)2017-12-31$59,057
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,033,385
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,974,328
Assets. Value of participant loans2017-12-31$14,682
Assets. Value of assets in partnership/joint-venture interests2017-12-31$235,470
Total contributions received or receivable from employer(s)2017-12-31$12,048
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$32,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$81
Total income from all sources2016-12-31$164,614
Expenses. Total of all expenses incurred2016-12-31$33,646
Total plan assets at end of year2016-12-31$2,974,328
Total plan assets at beginning of year2016-12-31$2,843,441
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$48,208
Contributions received from other sources (not participants or employers)2016-12-31$18,078
Other income received2016-12-31$32,463
Net income (gross income less expenses)2016-12-31$130,968
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,974,328
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,843,360
Assets. Value of participant loans2016-12-31$5,895
Assets. Value of assets in partnership/joint-venture interests2016-12-31$216,319
Total contributions received or receivable from employer(s)2016-12-31$65,865
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$33,646
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$81
Total income from all sources2015-12-31$135,081
Expenses. Total of all expenses incurred2015-12-31$21,858
Total plan assets at end of year2015-12-31$2,843,441
Total plan assets at beginning of year2015-12-31$2,730,137
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$78,298
Contributions received from other sources (not participants or employers)2015-12-31$658
Other income received2015-12-31$-27,758
Net income (gross income less expenses)2015-12-31$113,223
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,843,360
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,730,137
Assets. Value of participant loans2015-12-31$1,832
Assets. Value of assets in partnership/joint-venture interests2015-12-31$213,468
Total contributions received or receivable from employer(s)2015-12-31$83,883
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$21,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$133,528
Expenses. Total of all expenses incurred2014-12-31$77,010
Benefits paid (including direct rollovers)2014-12-31$48,944
Total plan assets at end of year2014-12-31$2,730,137
Total plan assets at beginning of year2014-12-31$2,673,619
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$14,864
Other income received2014-12-31$83,775
Net income (gross income less expenses)2014-12-31$56,518
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,730,137
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,673,619
Assets. Value of participant loans2014-12-31$3,009
Assets. Value of assets in partnership/joint-venture interests2014-12-31$207,705
Total contributions received or receivable from employer(s)2014-12-31$34,889
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$28,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$410,061
Expenses. Total of all expenses incurred2013-12-31$25,734
Benefits paid (including direct rollovers)2013-12-31$6,255
Total plan assets at end of year2013-12-31$2,673,619
Total plan assets at beginning of year2013-12-31$2,289,292
Value of fidelity bond covering the plan2013-12-31$360,000
Total contributions received or receivable from participants2013-12-31$51,400
Other income received2013-12-31$264,636
Net income (gross income less expenses)2013-12-31$384,327
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,673,619
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,289,292
Assets. Value of participant loans2013-12-31$4,183
Assets. Value of assets in partnership/joint-venture interests2013-12-31$196,621
Total contributions received or receivable from employer(s)2013-12-31$94,025
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$285,400
Expenses. Total of all expenses incurred2012-12-31$22,092
Benefits paid (including direct rollovers)2012-12-31$642
Total plan assets at end of year2012-12-31$2,289,292
Total plan assets at beginning of year2012-12-31$2,025,984
Value of fidelity bond covering the plan2012-12-31$360,000
Total contributions received or receivable from participants2012-12-31$54,025
Assets. Value of loans (other than to participants)2012-12-31$0
Other income received2012-12-31$158,120
Net income (gross income less expenses)2012-12-31$263,308
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,289,292
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,025,984
Assets. Value of participant loans2012-12-31$5,309
Assets. Value of assets in partnership/joint-venture interests2012-12-31$191,000
Total contributions received or receivable from employer(s)2012-12-31$73,255
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$21,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$98,942
Expenses. Total of all expenses incurred2011-12-31$18,038
Benefits paid (including direct rollovers)2011-12-31$3,791
Total plan assets at end of year2011-12-31$2,025,984
Total plan assets at beginning of year2011-12-31$1,945,080
Value of fidelity bond covering the plan2011-12-31$360,000
Total contributions received or receivable from participants2011-12-31$38,025
Assets. Value of loans (other than to participants)2011-12-31$1,544
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,622
Net income (gross income less expenses)2011-12-31$80,904
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,025,984
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,945,080
Assets. Value of participant loans2011-12-31$10,867
Assets. Value of assets in partnership/joint-venture interests2011-12-31$180,875
Total contributions received or receivable from employer(s)2011-12-31$67,539
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$14,247
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$326,253
Expenses. Total of all expenses incurred2010-12-31$27,557
Benefits paid (including direct rollovers)2010-12-31$6,560
Total plan assets at end of year2010-12-31$1,945,080
Total plan assets at beginning of year2010-12-31$1,646,384
Value of fidelity bond covering the plan2010-12-31$360,000
Total contributions received or receivable from participants2010-12-31$28,900
Assets. Value of loans (other than to participants)2010-12-31$1,544
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$247,600
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$298,696
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,945,080
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,646,384
Assets. Value of participant loans2010-12-31$15,756
Assets. Value of assets in partnership/joint-venture interests2010-12-31$177,335
Total contributions received or receivable from employer(s)2010-12-31$49,753
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$20,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN

2022: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICES OF ALAN GOLDFARB, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE (National Association of Insurance Commissioners NAIC id number: 66974 )
Policy contract numberL010180040
Policy instance 1
Insurance contract or identification numberL010180040
Number of Individuals Covered0
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMICHAEL S. WECHTER
NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE (National Association of Insurance Commissioners NAIC id number: 66974 )
Policy contract numberL010180040
Policy instance 1
Insurance contract or identification numberL010180040
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMICHAEL S. WECHTER
NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE (National Association of Insurance Commissioners NAIC id number: 66974 )
Policy contract numberL010180040
Policy instance 1
Insurance contract or identification numberL010180040
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMICHAEL S. WECHTER
NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE (National Association of Insurance Commissioners NAIC id number: 66974 )
Policy contract numberL010180040
Policy instance 1
Insurance contract or identification numberL010180040
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE (National Association of Insurance Commissioners NAIC id number: 66974 )
Policy contract numberL010180040
Policy instance 1
Insurance contract or identification numberL010180040
Number of Individuals Covered1
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $52
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Commission paid to Insurance BrokerUSD $52
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker name

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