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M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameM. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN
Plan identification number 001

M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

M. J. GOLDMAN & COMPANY, LTD. has sponsored the creation of one or more 401k plans.

Company Name:M. J. GOLDMAN & COMPANY, LTD.
Employer identification number (EIN):362988311
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01ROBERT WOLF ROBERT WOLF2018-04-16
0012015-07-01ROBERT WOLF ROBERT WOLF2017-10-04
0012014-07-01MARTIN JAY GOLDMAN MARTIN JAY GOLDMAN2016-04-13
0012013-07-01MARTIN GOLDMAN MARTIN GOLDMAN2015-04-14
0012012-07-01MARTIN GOLDMAN MARTIN GOLDMAN2014-04-15
0012011-07-01MARTIN GOLDMAN MARTIN GOLDMAN2013-04-15
0012009-07-01MARTIN GOLDMAN MARTIN GOLDMAN2011-04-15

Plan Statistics for 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-year2020-07-012
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-301,364,032
Acturial value of plan assets2020-06-301,364,032
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-300
Fundng target for terminated vested participants2020-06-300
Active participant vested funding target2020-06-301,574,850
Number of active participants2020-06-302
Total funding liabilities for active participants2020-06-301,574,850
Total participant count2020-06-302
Total funding target for all participants2020-06-301,574,850
Balance at beginning of prior year after applicable adjustments2020-06-3014,173
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-3014,173
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-3015,169
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3040,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3037,492
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30226,320
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3035,943
Additional cash requirement2020-06-3035,943
Contributions allocatedtoward minimum required contributions for current year2020-06-3037,492
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-012
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-301,265,273
Acturial value of plan assets2019-06-301,265,273
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-301,728,962
Number of active participants2019-06-302
Total funding liabilities for active participants2019-06-301,728,962
Total participant count2019-06-302
Total funding target for all participants2019-06-301,728,962
Balance at beginning of prior year after applicable adjustments2019-06-3014,648
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-3014,648
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-302,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-302,182
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-3014,173
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30110,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3096,623
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-30477,862
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3096,337
Additional cash requirement2019-06-3096,337
Contributions allocatedtoward minimum required contributions for current year2019-06-3096,623
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-012
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-301,191,490
Acturial value of plan assets2018-06-301,191,490
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-300
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-301,524,374
Number of active participants2018-06-302
Total funding liabilities for active participants2018-06-301,524,374
Total participant count2018-06-302
Total funding target for all participants2018-06-301,524,374
Balance at beginning of prior year after applicable adjustments2018-06-3012,645
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-3012,645
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-3014,648
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30110,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3096,364
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-30347,532
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3094,301
Additional cash requirement2018-06-3094,301
Contributions allocatedtoward minimum required contributions for current year2018-06-3096,364
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-30945,934
Acturial value of plan assets2017-06-30945,934
Funding target for retired participants and beneficiaries receiving payment2017-06-3019,583
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-301,390,098
Number of active participants2017-06-302
Total funding liabilities for active participants2017-06-301,390,098
Total participant count2017-06-303
Total funding target for all participants2017-06-301,409,681
Balance at beginning of prior year after applicable adjustments2017-06-3014,791
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3014,791
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-303,205
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-303,404
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-3012,645
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30108,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3096,072
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-30476,392
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3095,811
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3095,811
Contributions allocatedtoward minimum required contributions for current year2017-06-3096,072
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-013
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-013
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-016
Total number of active participants reported on line 7a of the Form 55002012-07-013
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total number of active participants reported on line 7a of the Form 55002011-07-013
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of retired or separated participants receiving benefits2009-07-013
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN

Measure Date Value
2021 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-02-28$0
Total plan liabilities at end of year2021-02-28$0
Total plan liabilities at beginning of year2021-02-28$0
Total income from all sources2021-02-28$66,874
Expenses. Total of all expenses incurred2021-02-28$1,289,619
Benefits paid (including direct rollovers)2021-02-28$1,289,619
Total plan assets at end of year2021-02-28$0
Total plan assets at beginning of year2021-02-28$1,222,745
Total contributions received or receivable from participants2021-02-28$0
Expenses. Other expenses not covered elsewhere2021-02-28$0
Contributions received from other sources (not participants or employers)2021-02-28$0
Other income received2021-02-28$66,874
Noncash contributions received2021-02-28$0
Net income (gross income less expenses)2021-02-28$-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 interests2021-02-28$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 loans2021-02-28$0
Value of corrective distributions2021-02-28$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 securities2021-02-28$75,000
2020 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$390,380
Expenses. Total of all expenses incurred2020-06-30$381,595
Benefits paid (including direct rollovers)2020-06-30$381,595
Total plan assets at end of year2020-06-30$1,222,745
Total plan assets at beginning of year2020-06-30$1,213,960
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$350,380
Noncash contributions received2020-06-30$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 interests2020-06-30$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 loans2020-06-30$0
Value of corrective distributions2020-06-30$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 plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$183,427
Expenses. Total of all expenses incurred2019-06-30$239,000
Benefits paid (including direct rollovers)2019-06-30$239,000
Total plan assets at end of year2019-06-30$1,213,960
Total plan assets at beginning of year2019-06-30$1,269,533
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$73,427
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-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 interests2019-06-30$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 loans2019-06-30$0
Value of corrective distributions2019-06-30$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 securities2019-06-30$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 securities2018-06-30$0
2017 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$253,911
Expenses. Total of all expenses incurred2017-06-30$5,362
Benefits paid (including direct rollovers)2017-06-30$5,362
Total plan assets at end of year2017-06-30$1,195,818
Total plan assets at beginning of year2017-06-30$947,269
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$145,911
Noncash contributions received2017-06-30$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 interests2017-06-30$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 loans2017-06-30$0
Value of corrective distributions2017-06-30$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 plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-91,957
Expenses. Total of all expenses incurred2016-06-30$44,384
Benefits paid (including direct rollovers)2016-06-30$44,384
Total plan assets at end of year2016-06-30$947,269
Total plan assets at beginning of year2016-06-30$1,083,610
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-141,957
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-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 interests2016-06-30$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 loans2016-06-30$0
Value of corrective distributions2016-06-30$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 securities2016-06-30$0
2015 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$68,513
Expenses. Total of all expenses incurred2015-06-30$7,017
Benefits paid (including direct rollovers)2015-06-30$7,017
Total plan assets at end of year2015-06-30$1,083,610
Total plan assets at beginning of year2015-06-30$1,022,114
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-31,487
Noncash contributions received2015-06-30$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 interests2015-06-30$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 loans2015-06-30$0
Value of corrective distributions2015-06-30$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 securities2015-06-30$0
2014 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$105,708
Expenses. Total of all expenses incurred2014-06-30$8,490
Benefits paid (including direct rollovers)2014-06-30$8,490
Total plan assets at end of year2014-06-30$1,022,114
Total plan assets at beginning of year2014-06-30$924,896
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$22,043
Noncash contributions received2014-06-30$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 interests2014-06-30$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 loans2014-06-30$0
Value of corrective distributions2014-06-30$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 securities2014-06-30$0
2013 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$56,903
Expenses. Total of all expenses incurred2013-06-30$11,687
Benefits paid (including direct rollovers)2013-06-30$11,687
Total plan assets at end of year2013-06-30$924,896
Total plan assets at beginning of year2013-06-30$879,680
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$-13,097
Noncash contributions received2013-06-30$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 interests2013-06-30$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 loans2013-06-30$0
Value of corrective distributions2013-06-30$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 securities2013-06-30$0
2012 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$118,363
Expenses. Total of all expenses incurred2012-06-30$12,773
Benefits paid (including direct rollovers)2012-06-30$12,773
Total plan assets at end of year2012-06-30$879,680
Total plan assets at beginning of year2012-06-30$774,090
Value of fidelity bond covering the plan2012-06-30$400,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$28,363
Noncash contributions received2012-06-30$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 interests2012-06-30$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 loans2012-06-30$0
Value of corrective distributions2012-06-30$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 securities2012-06-30$0
2011 : M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$33,425
Expenses. Total of all expenses incurred2011-06-30$12,773
Benefits paid (including direct rollovers)2011-06-30$12,773
Total plan assets at end of year2011-06-30$774,090
Total plan assets at beginning of year2011-06-30$753,438
Value of fidelity bond covering the plan2011-06-30$400,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$-23,715
Noncash contributions received2011-06-30$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 interests2011-06-30$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 loans2011-06-30$0
Value of corrective distributions2011-06-30$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 securities2011-06-30$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 securities2010-06-30$0

Form 5500 Responses for M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN

2020: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingYes
2020-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: M. J. GOLDMAN & COMPANY EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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