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EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 401k Plan overview

Plan NameEMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.
Plan identification number 001

EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

POMERANZ, ZEPELIN & CO. P.C. has sponsored the creation of one or more 401k plans.

Company Name:POMERANZ, ZEPELIN & CO. P.C.
Employer identification number (EIN):840743683
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LARRY ZEPELIN LARRY ZEPELIN2018-10-12
0012016-01-01LARRY ZEPELIN LARRY ZEPELIN2017-10-13
0012015-01-01LARRY ZEPELIN LARRY ZEPELIN2016-07-26
0012014-01-01LARRY ZEPELIN LARRY ZEPELIN2015-07-24
0012013-01-01LARRY ZEPELIN LARRY ZEPELIN2014-07-24
0012012-01-01LARRY ZEPELIN LARRY ZEPELIN2013-07-24
0012011-01-01LARRY ZEPELIN LARRY ZEPELIN2012-07-23
0012010-01-01LARRY ZEPELIN LARRY ZEPELIN2011-07-19
0012009-01-01LARRY ZEPELIN LARRY ZEPELIN2010-07-28
0012009-01-01LARRY ZEPELIN LARRY ZEPELIN2010-07-28

Financial Data on EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.

Measure Date Value
2020 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$2,059
Total income from all sources2020-12-31$-30,990
Expenses. Total of all expenses incurred2020-12-31$3,181,761
Benefits paid (including direct rollovers)2020-12-31$3,173,667
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$3,214,810
Other income received2020-12-31$-30,990
Net income (gross income less expenses)2020-12-31$-3,212,751
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,212,751
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,094
2019 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,059
Total plan liabilities at beginning of year2019-12-31$2,059
Total income from all sources2019-12-31$484,140
Expenses. Total of all expenses incurred2019-12-31$168,300
Benefits paid (including direct rollovers)2019-12-31$167,800
Total plan assets at end of year2019-12-31$3,214,810
Total plan assets at beginning of year2019-12-31$2,898,970
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Other income received2019-12-31$484,140
Net income (gross income less expenses)2019-12-31$315,840
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,212,751
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,896,911
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$500
2018 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,059
Total plan liabilities at beginning of year2018-12-31$4,074
Total income from all sources2018-12-31$-95,757
Expenses. Total of all expenses incurred2018-12-31$185,019
Benefits paid (including direct rollovers)2018-12-31$176,400
Total plan assets at end of year2018-12-31$2,898,970
Total plan assets at beginning of year2018-12-31$3,181,761
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$24,000
Other income received2018-12-31$-127,257
Net income (gross income less expenses)2018-12-31$-280,776
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,896,911
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,177,687
Total contributions received or receivable from employer(s)2018-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,619
2017 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2017 401k financial data
Total plan liabilities at end of year2017-12-31$4,074
Total plan liabilities at beginning of year2017-12-31$1,914
Total income from all sources2017-12-31$318,976
Expenses. Total of all expenses incurred2017-12-31$168,891
Benefits paid (including direct rollovers)2017-12-31$160,900
Total plan assets at end of year2017-12-31$3,181,761
Total plan assets at beginning of year2017-12-31$3,029,516
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$287,476
Net income (gross income less expenses)2017-12-31$150,085
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,177,687
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,027,602
Total contributions received or receivable from employer(s)2017-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,991
2016 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,914
Total plan liabilities at beginning of year2016-12-31$1,886
Total income from all sources2016-12-31$256,839
Expenses. Total of all expenses incurred2016-12-31$156,596
Benefits paid (including direct rollovers)2016-12-31$149,200
Total plan assets at end of year2016-12-31$3,029,516
Total plan assets at beginning of year2016-12-31$2,929,245
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$225,339
Net income (gross income less expenses)2016-12-31$100,243
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,027,602
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,927,359
Total contributions received or receivable from employer(s)2016-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,396
2015 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,886
Total plan liabilities at beginning of year2015-12-31$1,914
Total income from all sources2015-12-31$14,700
Expenses. Total of all expenses incurred2015-12-31$158,256
Benefits paid (including direct rollovers)2015-12-31$150,400
Total plan assets at end of year2015-12-31$2,929,245
Total plan assets at beginning of year2015-12-31$3,072,829
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$23,000
Other income received2015-12-31$-15,800
Net income (gross income less expenses)2015-12-31$-143,556
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,927,359
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,070,915
Total contributions received or receivable from employer(s)2015-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,856
2014 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,914
Total plan liabilities at beginning of year2014-12-31$1,839
Total income from all sources2014-12-31$182,496
Expenses. Total of all expenses incurred2014-12-31$150,107
Benefits paid (including direct rollovers)2014-12-31$142,600
Total plan assets at end of year2014-12-31$3,072,829
Total plan assets at beginning of year2014-12-31$3,040,365
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$151,996
Net income (gross income less expenses)2014-12-31$32,389
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,070,915
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,038,526
Total contributions received or receivable from employer(s)2014-12-31$7,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,507
2013 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,839
Total plan liabilities at beginning of year2013-12-31$1,703
Total income from all sources2013-12-31$261,922
Expenses. Total of all expenses incurred2013-12-31$139,024
Benefits paid (including direct rollovers)2013-12-31$132,000
Total plan assets at end of year2013-12-31$3,040,365
Total plan assets at beginning of year2013-12-31$2,917,331
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$230,172
Net income (gross income less expenses)2013-12-31$122,898
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,038,526
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,915,628
Total contributions received or receivable from employer(s)2013-12-31$8,750
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,024
2012 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,703
Total plan liabilities at beginning of year2012-12-31$1,589
Total income from all sources2012-12-31$274,499
Expenses. Total of all expenses incurred2012-12-31$1,101,823
Benefits paid (including direct rollovers)2012-12-31$1,094,686
Total plan assets at end of year2012-12-31$2,917,331
Total plan assets at beginning of year2012-12-31$3,744,541
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$243,249
Net income (gross income less expenses)2012-12-31$-827,324
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,915,628
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,742,952
Total contributions received or receivable from employer(s)2012-12-31$8,750
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,137
2011 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,589
Total plan liabilities at beginning of year2011-12-31$1,532
Total income from all sources2011-12-31$62,664
Expenses. Total of all expenses incurred2011-12-31$165,847
Benefits paid (including direct rollovers)2011-12-31$159,699
Total plan assets at end of year2011-12-31$3,744,541
Total plan assets at beginning of year2011-12-31$3,847,667
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$28,164
Net income (gross income less expenses)2011-12-31$-103,183
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,742,952
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,846,135
Total contributions received or receivable from employer(s)2011-12-31$12,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,148
2010 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,532
Total plan liabilities at beginning of year2010-12-31$1,376
Total income from all sources2010-12-31$270,033
Expenses. Total of all expenses incurred2010-12-31$118,546
Benefits paid (including direct rollovers)2010-12-31$112,900
Total plan assets at end of year2010-12-31$3,847,667
Total plan assets at beginning of year2010-12-31$3,696,024
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$238,033
Net income (gross income less expenses)2010-12-31$151,487
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,846,135
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,694,648
Total contributions received or receivable from employer(s)2010-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,646

Form 5500 Responses for EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.

2020: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 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: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 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: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 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: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 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: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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