401k Plan data: KANTOR & JAFFE PC PROFIT SHARING PLAN plan

KANTOR & JAFFE PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	KANTOR & JAFFE PC PROFIT SHARING PLAN
Plan identification number	001

KANTOR & JAFFE PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

KANTOR & JAFFE PC has sponsored the creation of one or more 401k plans.

Company Name: KANTOR & JAFFE PC

Employer identification number (EIN): 263941580

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KANTOR & JAFFE PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DANA MITCHELL JAFFE 2023-06-14 DANA MITCHELL JAFFE 2023-06-14
001 2021-01-01 DANA MITCHELL JAFFE 2022-06-23 DANA MITCHELL JAFFE 2022-06-23
001 2020-01-01 DANA MITCHELL JAFFE 2021-07-12
001 2018-01-01 DANA MITCHELL JAFFE 2019-06-14 DANA MITCHELL JAFFE 2019-06-14
001 2017-01-01 DANA MITCHELL JAFFE 2018-06-20 DANA MITCHELL JAFFE 2018-06-20
001 2016-01-01 DANA MITCHELL JAFFE 2017-06-15 DANA MITCHELL JAFFE 2017-06-15
001 2015-01-01 DANA MITCHELL JAFFE DANA MITCHELL JAFFE 2016-06-21
001 2014-01-01 DANA MITCHELL JAFFE DANA MITCHELL JAFFE 2015-06-24
001 2013-01-01 DANA MITCHELL JAFFE DANA MITCHELL JAFFE 2014-07-18
001 2012-01-01 DANA MITCHELL JAFFE DANA MITCHELL JAFFE 2013-07-23
001 2011-01-01 DANA MITCHELL JAFFE DANA MITCHELL JAFFE 2012-06-18
001 2010-01-01 DANA MITCHELL JAFFE
001 2009-01-01 DANA MITCHELL JAFFE
001 2009-01-01
001 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DANA MITCHELL JAFFE	2023-06-14	DANA MITCHELL JAFFE	2023-06-14
001	2021-01-01	DANA MITCHELL JAFFE	2022-06-23	DANA MITCHELL JAFFE	2022-06-23
001	2020-01-01	DANA MITCHELL JAFFE	2021-07-12
001	2018-01-01	DANA MITCHELL JAFFE	2019-06-14	DANA MITCHELL JAFFE	2019-06-14
001	2017-01-01	DANA MITCHELL JAFFE	2018-06-20	DANA MITCHELL JAFFE	2018-06-20
001	2016-01-01	DANA MITCHELL JAFFE	2017-06-15	DANA MITCHELL JAFFE	2017-06-15
001	2015-01-01	DANA MITCHELL JAFFE		DANA MITCHELL JAFFE	2016-06-21
001	2014-01-01	DANA MITCHELL JAFFE		DANA MITCHELL JAFFE	2015-06-24
001	2013-01-01	DANA MITCHELL JAFFE		DANA MITCHELL JAFFE	2014-07-18
001	2012-01-01	DANA MITCHELL JAFFE		DANA MITCHELL JAFFE	2013-07-23
001	2011-01-01	DANA MITCHELL JAFFE		DANA MITCHELL JAFFE	2012-06-18
001	2010-01-01	DANA MITCHELL JAFFE
001	2009-01-01	DANA MITCHELL JAFFE
001	2009-01-01
001	2009-01-01

Plan Statistics for KANTOR & JAFFE PC PROFIT SHARING PLAN

401k plan membership statisitcs for KANTOR & JAFFE PC PROFIT SHARING PLAN

Measure Date Value
2015: KANTOR & JAFFE PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KANTOR & JAFFE PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KANTOR & JAFFE PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KANTOR & JAFFE PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KANTOR & JAFFE PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KANTOR & JAFFE PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KANTOR & JAFFE PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: KANTOR & JAFFE PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KANTOR & JAFFE PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KANTOR & JAFFE PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KANTOR & JAFFE PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KANTOR & JAFFE PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KANTOR & JAFFE PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KANTOR & JAFFE PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KANTOR & JAFFE PC PROFIT SHARING PLAN

Measure	Date	Value
2015 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$65,804
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$611,650
Total plan assets at beginning of year	2015-12-31	$545,846
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$2,804
Net income (gross income less expenses)	2015-12-31	$65,804
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$611,650
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$545,846
Total contributions received or receivable from employer(s)	2015-12-31	$15,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$108,629
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$545,846
Total plan assets at beginning of year	2014-12-31	$437,217
Total contributions received or receivable from participants	2014-12-31	$46,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$25,629
Net income (gross income less expenses)	2014-12-31	$108,629
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$545,846
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$437,217
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$37,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$114,320
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$437,217
Total plan assets at beginning of year	2013-12-31	$322,897
Total contributions received or receivable from participants	2013-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$70,320
Net income (gross income less expenses)	2013-12-31	$114,320
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$437,217
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$322,897
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$74,813
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$322,897
Total plan assets at beginning of year	2012-12-31	$248,084
Total contributions received or receivable from participants	2012-12-31	$43,999
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$30,814
Net income (gross income less expenses)	2012-12-31	$74,813
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$322,897
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$248,084
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,615
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$248,084
Total plan assets at beginning of year	2011-12-31	$213,469
Total contributions received or receivable from participants	2011-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,885
Net income (gross income less expenses)	2011-12-31	$34,615
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$248,084
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$213,469
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : KANTOR & JAFFE PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$114,346
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$213,469
Total plan assets at beginning of year	2010-12-31	$99,124
Total contributions received or receivable from participants	2010-12-31	$38,500
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$15,846
Net income (gross income less expenses)	2010-12-31	$114,346
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$213,469
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$99,124
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for KANTOR & JAFFE PC PROFIT SHARING PLAN

2015: KANTOR & JAFFE PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KANTOR & JAFFE PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KANTOR & JAFFE PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KANTOR & JAFFE PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KANTOR & JAFFE PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KANTOR & JAFFE PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KANTOR & JAFFE PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KANTOR & JAFFE PC
Employer identification number (EIN):	263941580
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers