ALTMAN MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ALTMAN COMPANIES 401(K) PLAN
Measure | Date | Value |
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2012 : THE ALTMAN COMPANIES 401(K) PLAN 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $705,991 |
Total of all expenses incurred | 2012-12-31 | $678,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $640,093 |
Value of total corrective distributions | 2012-12-31 | $19,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $255,957 |
Value of total assets at end of year | 2012-12-31 | $3,920,387 |
Value of total assets at beginning of year | 2012-12-31 | $3,892,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,302 |
Total interest from all sources | 2012-12-31 | $8,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $75,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $75,227 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $255,957 |
Participant contributions at end of year | 2012-12-31 | $69,270 |
Participant contributions at beginning of year | 2012-12-31 | $87,726 |
Administrative expenses (other) incurred | 2012-12-31 | $18,302 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $27,870 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,920,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,892,517 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,083,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,156,314 |
Interest on participant loans | 2012-12-31 | $4,184 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $56,951 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $51,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $710,602 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $597,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $597,273 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $365,221 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $640,093 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BERKOWITZ POLLACK BRANT ADVISORS |
Accountancy firm EIN | 2012-12-31 | 592742314 |
2011 : THE ALTMAN COMPANIES 401(K) PLAN 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $137,561 |
Total of all expenses incurred | 2011-12-31 | $465,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $441,111 |
Value of total corrective distributions | 2011-12-31 | $11,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $256,829 |
Value of total assets at end of year | 2011-12-31 | $3,892,517 |
Value of total assets at beginning of year | 2011-12-31 | $4,220,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $12,750 |
Total interest from all sources | 2011-12-31 | $6,275 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $67,288 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $67,288 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $256,829 |
Participant contributions at end of year | 2011-12-31 | $87,726 |
Participant contributions at beginning of year | 2011-12-31 | $122,236 |
Administrative expenses (other) incurred | 2011-12-31 | $12,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-327,987 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,892,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,220,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,156,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,433,564 |
Interest on participant loans | 2011-12-31 | $6,217 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $51,204 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $37,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $597,273 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $627,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $627,200 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $58 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-194,311 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $441,111 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | REZNICK GROUP |
Accountancy firm EIN | 2011-12-31 | 521088612 |
2010 : THE ALTMAN COMPANIES 401(K) PLAN 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $857,486 |
Total of all expenses incurred | 2010-12-31 | $683,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $667,576 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $2,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $333,361 |
Value of total assets at end of year | 2010-12-31 | $4,220,504 |
Value of total assets at beginning of year | 2010-12-31 | $4,046,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,775 |
Total interest from all sources | 2010-12-31 | $8,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $57,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $57,528 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $311,063 |
Participant contributions at end of year | 2010-12-31 | $122,236 |
Participant contributions at beginning of year | 2010-12-31 | $130,597 |
Administrative expenses (other) incurred | 2010-12-31 | $13,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $174,109 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,220,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,046,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,433,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,282,202 |
Interest on participant loans | 2010-12-31 | $8,366 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $37,504 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $627,200 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $632,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $632,292 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $72 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $457,215 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $22,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $667,576 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | REZNICK GROUP |
Accountancy firm EIN | 2010-12-31 | 521088612 |
2009 : THE ALTMAN COMPANIES 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |