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PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA 401k Plan overview

Plan NamePROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA
Plan identification number 002

PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA has sponsored the creation of one or more 401k plans.

Company Name:MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA
Employer identification number (EIN):341365872
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01ANDREW MARGOLIUS2023-10-16 ANDREW MARGOLIUS2023-10-16
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01ANDREW MARGOLIUS2020-09-23
0022018-01-01ANDREW MARGOLIUS2019-06-25
0022017-01-01ANDREW MARGOLIUS2018-07-27
0022016-01-01ANDREW MARGOLIUS2017-10-12 ANDREW MARGOLIUS2017-10-12
0022016-01-01ANDREW MARGOLIUS2018-01-30
0022016-01-01ANDREW MARGOLIUS2017-11-15
0022015-01-01ANDREW MARGOLIUS2016-10-04
0022014-01-01ANDREW MARGOLIUS2015-05-21
0022013-01-01ANDREW MARGOLIUS2014-05-20
0022012-01-01ANDREW MARGOLIUS2013-06-25
0022011-01-01ANDREW MARGOLIUS2012-06-12

Financial Data on PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA

Measure Date Value
2025 : PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-1473518
Net assets as of the end of the plan year2025-05-146476065
Total assets as of the beginning of the plan year2025-05-145773078
Value of plan covered by a fidelity bond2025-05-14500000
Value of participant loans at end of plan year2025-05-1416896
Other income to plan in this plan year2025-05-14656505
Plan net income in this plan year2025-05-14702987
Net assets as of the end of the plan year2025-05-146476065
Net assets as of the beginning of the plan year2025-05-145773078
Employer contributions to plan in this plan year2025-05-14120000
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1461629
2024 : PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-250
Total liabilities as of the end of the plan year2024-09-250
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-25151548
Net assets as of the end of the plan year2024-09-255773078
Total assets as of the beginning of the plan year2024-09-255092192
Value of plan covered by a fidelity bond2024-09-25500000
Participant contributions to plan in this plan year2024-09-250
Value of participant loans at end of plan year2024-09-2524312
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-25710201
Plan net income in this plan year2024-09-25680886
Net assets as of the end of the plan year2024-09-255773078
Net assets as of the beginning of the plan year2024-09-255092192
Employer contributions to plan in this plan year2024-09-25122233
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2550595
2022 : PROFIT SHARING PLAN AND TRUST OF MARGOLIUS, MARGOLIUS AND ASSOCIATES CO., LPA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0893468
Net assets as of the end of the plan year2022-07-085948231
Total assets as of the beginning of the plan year2022-07-085401771
Value of plan covered by a fidelity bond2022-07-08500000
Participant contributions to plan in this plan year2022-07-080
Value of participant loans at end of plan year2022-07-0838614
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-08576259
Plan net income in this plan year2022-07-08546460
Net assets as of the end of the plan year2022-07-085948231
Net assets as of the beginning of the plan year2022-07-085401771
Employer contributions to plan in this plan year2022-07-0863669
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0863386

Potentially related plans

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