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Plan Name | WILLIAM MATTAR, P.C. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WILLIAM MATTAR, P.C. |
Employer identification number (EIN): | 274469980 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about WILLIAM MATTAR, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2011-01-05 |
Company Identification Number: | 4038205 |
Legal Registered Office Address: |
6720 Main Street Erie Williamsville United States of America (USA) 14221 |
More information about WILLIAM MATTAR, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | WILLIAM K. MATTAR | 2021-10-07 | WILLIAM K. MATTAR | 2021-10-07 |
001 | 2019-01-01 | WILLIAM K. MATTAR | 2020-09-30 | WILLIAM K. MATTAR | 2020-09-30 |
001 | 2018-01-01 | WILLIAM K. MATTAR | 2019-09-30 | WILLIAM K. MATTAR | 2019-09-30 |
001 | 2017-01-01 | WILLIAM K. MATTAR | 2018-10-02 | WILLIAM K. MATTAR | 2018-10-02 |
001 | 2016-01-01 | WILLIAM K. MATTAR | 2017-10-04 | WILLIAM K. MATTAR | 2017-10-04 |
001 | 2015-01-01 | WILLIAM K. MATTAR | 2016-09-29 | WILLIAM K. MATTAR | 2016-09-29 |
001 | 2014-01-01 | WILLIAM K. MATTAR | 2015-09-02 | WILLIAM K. MATTAR | 2015-09-02 |
001 | 2013-11-01 | WILLIAM K. MATTAR | 2014-09-09 | WILLIAM K. MATTAR | 2014-09-09 |
001 | 2012-11-01 | WILLIAM K. MATTAR | 2014-05-05 | WILLIAM K. MATTAR | 2014-05-05 |
Measure | Date | Value |
---|---|---|
2022: WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 109 |
Number of participants with account balances | 2022-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 34 |
Total of all active and inactive participants | 2021-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 130 |
Number of participants with account balances | 2021-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,856 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $216,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $180,950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $617,494 |
Value of total assets at end of year | 2022-12-31 | $4,894,245 |
Value of total assets at beginning of year | 2022-12-31 | $5,137,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,647 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $16,111 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $16,111 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $448,532 |
Administrative expenses (other) incurred | 2022-12-31 | $21,099 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-243,453 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,894,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,137,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $14,548 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,825,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,011,084 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $68,460 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $126,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $126,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-660,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $168,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $180,950 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BONADIO & CO, LLP |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,257,384 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $127,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $103,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $593,477 |
Value of total assets at end of year | 2021-12-31 | $5,137,698 |
Value of total assets at beginning of year | 2021-12-31 | $4,008,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,458 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $10,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,494 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $423,164 |
Participant contributions at beginning of year | 2021-12-31 | $15,419 |
Administrative expenses (other) incurred | 2021-12-31 | $10,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,129,419 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,137,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,008,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $13,968 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,011,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,987,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $126,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $653,413 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $170,313 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $103,507 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2021-12-31 | 161131146 |
2022: WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WILLIAM MATTAR, P.C. PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |