SHERMAN & LAPIDUS LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN
Measure | Date | Value |
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2020: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 0 |
2018: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
2017: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
2016: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
2015: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
2014: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
2013: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
2012: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
2011: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
2009: SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2020 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $-204,753 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,603,072 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,582,790 |
Total plan assets at end of year | 2020-12-31 | $1,167 |
Total plan assets at beginning of year | 2020-12-31 | $2,808,992 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $20,282 |
Other income received | 2020-12-31 | $-204,753 |
Net income (gross income less expenses) | 2020-12-31 | $-2,807,825 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,167 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,808,992 |
2018 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $19,907 |
Expenses. Total of all expenses incurred | 2018-12-31 | $174,670 |
Benefits paid (including direct rollovers) | 2018-12-31 | $143,494 |
Total plan assets at end of year | 2018-12-31 | $2,567,161 |
Total plan assets at beginning of year | 2018-12-31 | $2,721,924 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,455 |
Other income received | 2018-12-31 | $19,907 |
Net income (gross income less expenses) | 2018-12-31 | $-154,763 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,567,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,721,924 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $29,721 |
2017 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $193,294 |
Expenses. Total of all expenses incurred | 2017-12-31 | $154,252 |
Benefits paid (including direct rollovers) | 2017-12-31 | $126,551 |
Total plan assets at end of year | 2017-12-31 | $2,721,924 |
Total plan assets at beginning of year | 2017-12-31 | $2,682,882 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $27,701 |
Other income received | 2017-12-31 | $193,294 |
Net income (gross income less expenses) | 2017-12-31 | $39,042 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,721,924 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,682,882 |
2016 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $249,229 |
Expenses. Total of all expenses incurred | 2016-12-31 | $142,963 |
Benefits paid (including direct rollovers) | 2016-12-31 | $117,120 |
Total plan assets at end of year | 2016-12-31 | $2,682,882 |
Total plan assets at beginning of year | 2016-12-31 | $2,576,616 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $25,843 |
Other income received | 2016-12-31 | $249,229 |
Net income (gross income less expenses) | 2016-12-31 | $106,266 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,682,882 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,576,616 |
2015 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-104,057 |
Expenses. Total of all expenses incurred | 2015-12-31 | $151,344 |
Benefits paid (including direct rollovers) | 2015-12-31 | $124,422 |
Total plan assets at end of year | 2015-12-31 | $2,576,616 |
Total plan assets at beginning of year | 2015-12-31 | $2,832,017 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $26,922 |
Other income received | 2015-12-31 | $-104,057 |
Net income (gross income less expenses) | 2015-12-31 | $-255,401 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,576,616 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,832,017 |
2014 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-138,881 |
Total income from all sources | 2014-12-31 | $100,980 |
Expenses. Total of all expenses incurred | 2014-12-31 | $150,385 |
Benefits paid (including direct rollovers) | 2014-12-31 | $121,085 |
Total plan assets at end of year | 2014-12-31 | $2,832,017 |
Total plan assets at beginning of year | 2014-12-31 | $3,020,303 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $29,300 |
Other income received | 2014-12-31 | $100,980 |
Net income (gross income less expenses) | 2014-12-31 | $-49,405 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,832,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,020,303 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $10,000 |
2013 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $375,194 |
Expenses. Total of all expenses incurred | 2013-12-31 | $131,644 |
Benefits paid (including direct rollovers) | 2013-12-31 | $107,376 |
Total plan assets at end of year | 2013-12-31 | $3,020,303 |
Total plan assets at beginning of year | 2013-12-31 | $2,776,753 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $24,268 |
Other income received | 2013-12-31 | $375,194 |
Net income (gross income less expenses) | 2013-12-31 | $243,550 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,020,303 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,776,753 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $10,000 |
2012 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $323,105 |
Expenses. Total of all expenses incurred | 2012-12-31 | $105,621 |
Benefits paid (including direct rollovers) | 2012-12-31 | $95,395 |
Total plan assets at end of year | 2012-12-31 | $2,776,753 |
Total plan assets at beginning of year | 2012-12-31 | $2,559,269 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $10,226 |
Other income received | 2012-12-31 | $323,105 |
Net income (gross income less expenses) | 2012-12-31 | $217,484 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,776,753 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,559,269 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $10,000 |
2011 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $2,630 |
Total income from all sources | 2011-12-31 | $58,910 |
Expenses. Total of all expenses incurred | 2011-12-31 | $104,678 |
Benefits paid (including direct rollovers) | 2011-12-31 | $93,745 |
Total plan assets at end of year | 2011-12-31 | $2,559,269 |
Total plan assets at beginning of year | 2011-12-31 | $2,607,667 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $10,933 |
Other income received | 2011-12-31 | $58,910 |
Net income (gross income less expenses) | 2011-12-31 | $-45,768 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,559,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,605,037 |
Assets. Value of participant loans | 2011-12-31 | $9,680 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $12,500 |
2010 : SHERMAN & LAPIDUS LLP PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $2,630 |
Total income from all sources | 2010-12-31 | $198,099 |
Expenses. Total of all expenses incurred | 2010-12-31 | $514,348 |
Benefits paid (including direct rollovers) | 2010-12-31 | $503,263 |
Total plan assets at end of year | 2010-12-31 | $2,607,667 |
Total plan assets at beginning of year | 2010-12-31 | $2,921,286 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,085 |
Other income received | 2010-12-31 | $198,099 |
Net income (gross income less expenses) | 2010-12-31 | $-316,249 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,605,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,921,286 |
Assets. Value of participant loans | 2010-12-31 | $9,680 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $12,500 |