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| Plan Name | LAW OFFICES OF H. JEFFREY MARCUS, P.C. CASH BALANCE PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | LAW OFFICES OF H. JEFFREY MARCUS, P.C. |
| Employer identification number (EIN): | 262173111 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about LAW OFFICES OF H. JEFFREY MARCUS, P.C.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2008-02-28 |
| Company Identification Number: | 3637336 |
| Legal Registered Office Address: |
486 NORTH ST. Erie EAST AURORA United States of America (USA) 14052 |
More information about LAW OFFICES OF H. JEFFREY MARCUS, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2023-01-01 | ||||
| 004 | 2022-01-01 | ||||
| 004 | 2021-01-01 | ||||
| 004 | 2020-01-01 | ||||
| 004 | 2019-01-01 | MICHELE VENEZIA | 2020-07-01 | MICHELE VENEZIA | 2020-07-01 |
| 004 | 2018-01-01 | MICHELE H. VENEZIA | 2019-06-11 | MICHELE H. VENEZIA | 2019-06-11 |
| 004 | 2017-01-01 | MICHELE VENEZIA | 2018-10-09 | MICHELE VENEZIA | 2018-10-09 |
| 004 | 2016-01-01 | MICHELE H. VENEZIA EA | 2017-09-26 | MICHELE H. VENEZIA EA | 2017-09-26 |
| 004 | 2015-01-01 | MICHELE H. VENEZIA | 2016-07-25 | MICHELE H. VENEZIA | 2016-07-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LAW OFFICES OF H. JEFFREY MARCUS, P.C. CASH BALANCE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-09 | 25682 |
| Net assets as of the end of the plan year | 2025-10-09 | 3231109 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 2642158 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 270000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 214633 |
| Plan net income in this plan year | 2025-10-09 | 588951 |
| Net assets as of the end of the plan year | 2025-10-09 | 3231109 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 2642158 |
| Employer contributions to plan in this plan year | 2025-10-09 | 400000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 25682 |
| 2024 : LAW OFFICES OF H. JEFFREY MARCUS, P.C. CASH BALANCE PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-18 | 19265 |
| Net assets as of the end of the plan year | 2024-09-18 | 2642158 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 1947571 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 270000 |
| Other income to plan in this plan year | 2024-09-18 | 213852 |
| Plan net income in this plan year | 2024-09-18 | 694587 |
| Net assets as of the end of the plan year | 2024-09-18 | 2642158 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 1947571 |
| Employer contributions to plan in this plan year | 2024-09-18 | 500000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 19265 |
| 2022 : LAW OFFICES OF H. JEFFREY MARCUS, P.C. CASH BALANCE PLAN 2022 401k financial data | ||
| Net assets as of the end of the plan year | 2022-10-04 | 1962466 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 1508480 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 75000 |
| Other income to plan in this plan year | 2022-10-04 | 111225 |
| Plan net income in this plan year | 2022-10-04 | 453986 |
| Net assets as of the end of the plan year | 2022-10-04 | 1962466 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 1508480 |
| Employer contributions to plan in this plan year | 2022-10-04 | 342761 |
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