| Plan Name | PARTNERS & SPADE, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PARTNERS & SPADE, LLC |
| Employer identification number (EIN): | 261715364 |
| NAIC Classification: | 541800 |
Additional information about PARTNERS & SPADE, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2007-11-13 |
| Company Identification Number: | 3592526 |
| Legal Registered Office Address: |
28 LIBERTY ST. New York NEW YORK United States of America (USA) 10005 |
More information about PARTNERS & SPADE, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ANTHONY SPERDUTI | 2024-04-04 | ||
| 001 | 2022-01-01 | ANTHONY SPERDUTI | 2023-03-30 | ||
| 001 | 2021-01-01 | KIM SASSI | 2022-06-02 | ||
| 001 | 2020-01-01 | KIM SASSI | 2021-07-16 | ||
| 001 | 2019-01-01 | KIM SASSI | 2020-02-27 | ||
| 001 | 2018-01-01 | KIM SASSI | 2019-08-08 | ||
| 001 | 2017-01-01 | MC MARTIN | 2018-08-29 | ||
| 001 | 2016-01-01 | CONNIE S. REALE | 2017-09-18 | ||
| 001 | 2015-01-01 | CONNIE S. REALE | 2016-06-27 | ||
| 001 | 2014-01-01 | CONNIE S. REALE | 2015-04-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PARTNERS & SPADE, LLC 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-14 | 11627 |
| Net assets as of the end of the plan year | 2025-04-14 | 1170000 |
| Total assets as of the beginning of the plan year | 2025-04-14 | 893984 |
| Value of plan covered by a fidelity bond | 2025-04-14 | 89398 |
| Participant contributions to plan in this plan year | 2025-04-14 | 158509 |
| Value of participant loans at end of plan year | 2025-04-14 | 12672 |
| Other expenses paid from plan in this plan year | 2025-04-14 | 0 |
| Other contributions to plan in this plan year | 2025-04-14 | 0 |
| Other income to plan in this plan year | 2025-04-14 | 129134 |
| Plan net income in this plan year | 2025-04-14 | 276016 |
| Net assets as of the end of the plan year | 2025-04-14 | 1170000 |
| Net assets as of the beginning of the plan year | 2025-04-14 | 893984 |
| Employer contributions to plan in this plan year | 2025-04-14 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-14 | 11627 |
| 2024 : PARTNERS & SPADE, LLC 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-04 | 16634 |
| Net assets as of the end of the plan year | 2024-04-04 | 893984 |
| Total assets as of the beginning of the plan year | 2024-04-04 | 622085 |
| Value of plan covered by a fidelity bond | 2024-04-04 | 70000 |
| Participant contributions to plan in this plan year | 2024-04-04 | 168062 |
| Value of participant loans at end of plan year | 2024-04-04 | 5156 |
| Other expenses paid from plan in this plan year | 2024-04-04 | 0 |
| Other contributions to plan in this plan year | 2024-04-04 | 12899 |
| Other income to plan in this plan year | 2024-04-04 | 107572 |
| Plan net income in this plan year | 2024-04-04 | 271899 |
| Net assets as of the end of the plan year | 2024-04-04 | 893984 |
| Net assets as of the beginning of the plan year | 2024-04-04 | 622085 |
| Employer contributions to plan in this plan year | 2024-04-04 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-04 | 8740 |