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RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 401k Plan overview

Plan NameRAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC
Plan identification number 006

RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MARKS, ABRAMS, COHEN & CO , P C has sponsored the creation of one or more 401k plans.

Company Name:MARKS, ABRAMS, COHEN & CO , P C
Employer identification number (EIN):431662888
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062013-01-01EDWIN A. MARKS
0062012-01-01EDWIN A. MARKS
0062011-01-01EDWIN A MARKS
0062010-01-01EDWIN A MARKS
0062009-01-01EDWIN A MARKS
0062009-01-01EDWIN A MARKS
0062009-01-01EDWIN MARKS

Financial Data on RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC

Measure Date Value
2013 : RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2013 401k financial data
Transfers to/from the plan2013-12-31$-654,218
Total income from all sources2013-12-31$126,885
Expenses. Total of all expenses incurred2013-12-31$75,205
Benefits paid (including direct rollovers)2013-12-31$63,912
Total plan assets at end of year2013-12-31$1,150,098
Total plan assets at beginning of year2013-12-31$1,752,636
Expenses. Other expenses not covered elsewhere2013-12-31$11,293
Other income received2013-12-31$126,885
Net income (gross income less expenses)2013-12-31$51,680
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,150,098
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,752,636
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2012 401k financial data
Total income from all sources2012-12-31$210,076
Expenses. Total of all expenses incurred2012-12-31$93,970
Benefits paid (including direct rollovers)2012-12-31$81,286
Total plan assets at end of year2012-12-31$1,752,636
Total plan assets at beginning of year2012-12-31$1,636,530
Expenses. Other expenses not covered elsewhere2012-12-31$12,684
Other income received2012-12-31$160,597
Net income (gross income less expenses)2012-12-31$116,106
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,752,636
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,636,530
Total contributions received or receivable from employer(s)2012-12-31$49,479
Funding deficiency by the employer to the plan for this plan year2012-12-31$-49,479
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$49,479
2011 : RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2011 401k financial data
Total income from all sources2011-12-31$95,770
Expenses. Total of all expenses incurred2011-12-31$89,833
Benefits paid (including direct rollovers)2011-12-31$77,999
Total plan assets at end of year2011-12-31$1,636,530
Total plan assets at beginning of year2011-12-31$1,630,593
Expenses. Other expenses not covered elsewhere2011-12-31$11,834
Other income received2011-12-31$53,770
Net income (gross income less expenses)2011-12-31$5,937
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,636,530
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,630,593
Total contributions received or receivable from employer(s)2011-12-31$42,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$-42,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$42,000
2010 : RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2010 401k financial data
Total income from all sources2010-12-31$212,236
Expenses. Total of all expenses incurred2010-12-31$80,856
Benefits paid (including direct rollovers)2010-12-31$69,325
Total plan assets at end of year2010-12-31$1,630,593
Total plan assets at beginning of year2010-12-31$1,499,213
Expenses. Other expenses not covered elsewhere2010-12-31$11,531
Other income received2010-12-31$174,123
Net income (gross income less expenses)2010-12-31$131,380
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,630,593
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,499,213
Total contributions received or receivable from employer(s)2010-12-31$38,113
Funding deficiency by the employer to the plan for this plan year2010-12-31$-38,113
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$38,113

Form 5500 Responses for RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC

2013: RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RAYMOND JAMES & ASSOC BASIC PROFIT SHARING PLAN FOR MARKS ABRAMS COHEN & CO PC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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