M. J. GOLDMAN & COMPANY, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN
Measure | Date | Value |
---|
2020: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
Market value of plan assets | 2020-06-30 | 1,364,032 |
Acturial value of plan assets | 2020-06-30 | 1,364,032 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 0 |
Number of terminated vested participants | 2020-06-30 | 0 |
Fundng target for terminated vested participants | 2020-06-30 | 0 |
Active participant vested funding target | 2020-06-30 | 1,574,850 |
Number of active participants | 2020-06-30 | 2 |
Total funding liabilities for active participants | 2020-06-30 | 1,574,850 |
Total participant count | 2020-06-30 | 2 |
Total funding target for all participants | 2020-06-30 | 1,574,850 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 14,173 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 14,173 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 286 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 302 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 15,169 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 40,000 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 37,492 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 226,320 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 35,943 |
Additional cash requirement | 2020-06-30 | 35,943 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 37,492 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
Market value of plan assets | 2019-06-30 | 1,265,273 |
Acturial value of plan assets | 2019-06-30 | 1,265,273 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 0 |
Number of terminated vested participants | 2019-06-30 | 0 |
Fundng target for terminated vested participants | 2019-06-30 | 0 |
Active participant vested funding target | 2019-06-30 | 1,728,962 |
Number of active participants | 2019-06-30 | 2 |
Total funding liabilities for active participants | 2019-06-30 | 1,728,962 |
Total participant count | 2019-06-30 | 2 |
Total funding target for all participants | 2019-06-30 | 1,728,962 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 14,648 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 14,648 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 2,063 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 2,182 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 14,173 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 110,000 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 96,623 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 477,862 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 96,337 |
Additional cash requirement | 2019-06-30 | 96,337 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 96,623 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Market value of plan assets | 2018-06-30 | 1,191,490 |
Acturial value of plan assets | 2018-06-30 | 1,191,490 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 0 |
Number of terminated vested participants | 2018-06-30 | 0 |
Fundng target for terminated vested participants | 2018-06-30 | 0 |
Active participant vested funding target | 2018-06-30 | 1,524,374 |
Number of active participants | 2018-06-30 | 2 |
Total funding liabilities for active participants | 2018-06-30 | 1,524,374 |
Total participant count | 2018-06-30 | 2 |
Total funding target for all participants | 2018-06-30 | 1,524,374 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 12,645 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 12,645 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 261 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 277 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 14,648 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 110,000 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 96,364 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 347,532 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 94,301 |
Additional cash requirement | 2018-06-30 | 94,301 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 96,364 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
Market value of plan assets | 2017-06-30 | 945,934 |
Acturial value of plan assets | 2017-06-30 | 945,934 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 19,583 |
Number of terminated vested participants | 2017-06-30 | 0 |
Fundng target for terminated vested participants | 2017-06-30 | 0 |
Active participant vested funding target | 2017-06-30 | 1,390,098 |
Number of active participants | 2017-06-30 | 2 |
Total funding liabilities for active participants | 2017-06-30 | 1,390,098 |
Total participant count | 2017-06-30 | 3 |
Total funding target for all participants | 2017-06-30 | 1,409,681 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 14,791 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 14,791 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 3,205 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 3,404 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 12,645 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 108,000 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 96,072 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 476,392 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 95,811 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 95,811 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 96,072 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-07-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 1 |
Total of all active and inactive participants | 2014-07-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-07-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-07-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-07-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|
2021 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-02-28 | $0 |
Total plan liabilities at end of year | 2021-02-28 | $0 |
Total plan liabilities at beginning of year | 2021-02-28 | $0 |
Total income from all sources | 2021-02-28 | $66,874 |
Expenses. Total of all expenses incurred | 2021-02-28 | $1,289,619 |
Benefits paid (including direct rollovers) | 2021-02-28 | $1,289,619 |
Total plan assets at end of year | 2021-02-28 | $0 |
Total plan assets at beginning of year | 2021-02-28 | $1,222,745 |
Total contributions received or receivable from participants | 2021-02-28 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2021-02-28 | $0 |
Other income received | 2021-02-28 | $66,874 |
Noncash contributions received | 2021-02-28 | $0 |
Net income (gross income less expenses) | 2021-02-28 | $-1,222,745 |
Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $1,222,745 |
Assets. Value of assets in partnership/joint-venture interests | 2021-02-28 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-02-28 | $0 |
Total contributions received or receivable from employer(s) | 2021-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2021-02-28 | $0 |
Value of corrective distributions | 2021-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-02-28 | $75,000 |
2020 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $390,380 |
Expenses. Total of all expenses incurred | 2020-06-30 | $381,595 |
Benefits paid (including direct rollovers) | 2020-06-30 | $381,595 |
Total plan assets at end of year | 2020-06-30 | $1,222,745 |
Total plan assets at beginning of year | 2020-06-30 | $1,213,960 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $350,380 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $8,785 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,222,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,213,960 |
Assets. Value of assets in partnership/joint-venture interests | 2020-06-30 | $25,000 |
Assets. Value of real-estate (other than employer real property) | 2020-06-30 | $142,000 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $40,000 |
Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
2019 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $183,427 |
Expenses. Total of all expenses incurred | 2019-06-30 | $239,000 |
Benefits paid (including direct rollovers) | 2019-06-30 | $239,000 |
Total plan assets at end of year | 2019-06-30 | $1,213,960 |
Total plan assets at beginning of year | 2019-06-30 | $1,269,533 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $73,427 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $-55,573 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,213,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,269,533 |
Assets. Value of assets in partnership/joint-venture interests | 2019-06-30 | $75,000 |
Assets. Value of real-estate (other than employer real property) | 2019-06-30 | $165,968 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $110,000 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
2018 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2018 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-06-30 | $0 |
Total plan liabilities at end of year | 2017-06-30 | $0 |
Total plan liabilities at beginning of year | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $253,911 |
Expenses. Total of all expenses incurred | 2017-06-30 | $5,362 |
Benefits paid (including direct rollovers) | 2017-06-30 | $5,362 |
Total plan assets at end of year | 2017-06-30 | $1,195,818 |
Total plan assets at beginning of year | 2017-06-30 | $947,269 |
Total contributions received or receivable from participants | 2017-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
Other income received | 2017-06-30 | $145,911 |
Noncash contributions received | 2017-06-30 | $0 |
Net income (gross income less expenses) | 2017-06-30 | $248,549 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,195,818 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $947,269 |
Assets. Value of assets in partnership/joint-venture interests | 2017-06-30 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-06-30 | $165,968 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $108,000 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
2016 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-06-30 | $0 |
Total plan liabilities at end of year | 2016-06-30 | $0 |
Total plan liabilities at beginning of year | 2016-06-30 | $0 |
Total income from all sources | 2016-06-30 | $-91,957 |
Expenses. Total of all expenses incurred | 2016-06-30 | $44,384 |
Benefits paid (including direct rollovers) | 2016-06-30 | $44,384 |
Total plan assets at end of year | 2016-06-30 | $947,269 |
Total plan assets at beginning of year | 2016-06-30 | $1,083,610 |
Total contributions received or receivable from participants | 2016-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
Other income received | 2016-06-30 | $-141,957 |
Noncash contributions received | 2016-06-30 | $0 |
Net income (gross income less expenses) | 2016-06-30 | $-136,341 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $947,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,083,610 |
Assets. Value of assets in partnership/joint-venture interests | 2016-06-30 | $255,000 |
Assets. Value of real-estate (other than employer real property) | 2016-06-30 | $185,969 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $50,000 |
Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
Value of corrective distributions | 2016-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-06-30 | $0 |
Total plan liabilities at end of year | 2015-06-30 | $0 |
Total plan liabilities at beginning of year | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $68,513 |
Expenses. Total of all expenses incurred | 2015-06-30 | $7,017 |
Benefits paid (including direct rollovers) | 2015-06-30 | $7,017 |
Total plan assets at end of year | 2015-06-30 | $1,083,610 |
Total plan assets at beginning of year | 2015-06-30 | $1,022,114 |
Total contributions received or receivable from participants | 2015-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
Other income received | 2015-06-30 | $-31,487 |
Noncash contributions received | 2015-06-30 | $0 |
Net income (gross income less expenses) | 2015-06-30 | $61,496 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,083,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,022,114 |
Assets. Value of assets in partnership/joint-venture interests | 2015-06-30 | $211,290 |
Assets. Value of real-estate (other than employer real property) | 2015-06-30 | $235,000 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $100,000 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $105,708 |
Expenses. Total of all expenses incurred | 2014-06-30 | $8,490 |
Benefits paid (including direct rollovers) | 2014-06-30 | $8,490 |
Total plan assets at end of year | 2014-06-30 | $1,022,114 |
Total plan assets at beginning of year | 2014-06-30 | $924,896 |
Total contributions received or receivable from participants | 2014-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $22,043 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $97,218 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,022,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $924,896 |
Assets. Value of assets in partnership/joint-venture interests | 2014-06-30 | $180,000 |
Assets. Value of real-estate (other than employer real property) | 2014-06-30 | $237,500 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $83,665 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-06-30 | $0 |
Total plan liabilities at end of year | 2013-06-30 | $0 |
Total plan liabilities at beginning of year | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $56,903 |
Expenses. Total of all expenses incurred | 2013-06-30 | $11,687 |
Benefits paid (including direct rollovers) | 2013-06-30 | $11,687 |
Total plan assets at end of year | 2013-06-30 | $924,896 |
Total plan assets at beginning of year | 2013-06-30 | $879,680 |
Total contributions received or receivable from participants | 2013-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
Other income received | 2013-06-30 | $-13,097 |
Noncash contributions received | 2013-06-30 | $0 |
Net income (gross income less expenses) | 2013-06-30 | $45,216 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $924,896 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $879,680 |
Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $180,000 |
Assets. Value of real-estate (other than employer real property) | 2013-06-30 | $235,000 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $70,000 |
Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
Value of corrective distributions | 2013-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-06-30 | $0 |
Total plan liabilities at end of year | 2012-06-30 | $0 |
Total plan liabilities at beginning of year | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $118,363 |
Expenses. Total of all expenses incurred | 2012-06-30 | $12,773 |
Benefits paid (including direct rollovers) | 2012-06-30 | $12,773 |
Total plan assets at end of year | 2012-06-30 | $879,680 |
Total plan assets at beginning of year | 2012-06-30 | $774,090 |
Value of fidelity bond covering the plan | 2012-06-30 | $400,000 |
Total contributions received or receivable from participants | 2012-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
Other income received | 2012-06-30 | $28,363 |
Noncash contributions received | 2012-06-30 | $0 |
Net income (gross income less expenses) | 2012-06-30 | $105,590 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $879,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $774,090 |
Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $160,000 |
Assets. Value of real-estate (other than employer real property) | 2012-06-30 | $205,000 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $90,000 |
Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of corrective distributions | 2012-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-06-30 | $0 |
Total plan liabilities at end of year | 2011-06-30 | $0 |
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $33,425 |
Expenses. Total of all expenses incurred | 2011-06-30 | $12,773 |
Benefits paid (including direct rollovers) | 2011-06-30 | $12,773 |
Total plan assets at end of year | 2011-06-30 | $774,090 |
Total plan assets at beginning of year | 2011-06-30 | $753,438 |
Value of fidelity bond covering the plan | 2011-06-30 | $400,000 |
Total contributions received or receivable from participants | 2011-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
Other income received | 2011-06-30 | $-23,715 |
Noncash contributions received | 2011-06-30 | $0 |
Net income (gross income less expenses) | 2011-06-30 | $20,652 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $774,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $753,438 |
Assets. Value of assets in partnership/joint-venture interests | 2011-06-30 | $110,000 |
Assets. Value of real-estate (other than employer real property) | 2011-06-30 | $165,000 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $57,140 |
Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
Value of corrective distributions | 2011-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
2010 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2020: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2020 form 5500 responses |
---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | Yes |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2019 form 5500 responses |
---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 form 5500 responses |
---|
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2016 form 5500 responses |
---|
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 form 5500 responses |
---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 form 5500 responses |
---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 form 5500 responses |
---|
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 form 5500 responses |
---|
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2009 form 5500 responses |
---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |