POMERANZ, ZEPELIN & CO. P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.
401k plan membership statisitcs for EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C.
Measure | Date | Value |
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2020: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
2017: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
2014: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
2013: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : EMPLOYEES PROFIT-SHARING PLAN OF THEODORE R. POMERANZ & ASSOCIATES P.C. 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $2,059 |
Total income from all sources | 2020-12-31 | $-30,990 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,181,761 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,173,667 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $3,214,810 |
Other income received | 2020-12-31 | $-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 |
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Total plan liabilities at end of year | 2019-12-31 | $2,059 |
Total plan liabilities at beginning of year | 2019-12-31 | $2,059 |
Total income from all sources | 2019-12-31 | $484,140 |
Expenses. Total of all expenses incurred | 2019-12-31 | $168,300 |
Benefits paid (including direct rollovers) | 2019-12-31 | $167,800 |
Total plan assets at end of year | 2019-12-31 | $3,214,810 |
Total plan assets at beginning of year | 2019-12-31 | $2,898,970 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $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 |
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Total plan liabilities at end of year | 2018-12-31 | $2,059 |
Total plan liabilities at beginning of year | 2018-12-31 | $4,074 |
Total income from all sources | 2018-12-31 | $-95,757 |
Expenses. Total of all expenses incurred | 2018-12-31 | $185,019 |
Benefits paid (including direct rollovers) | 2018-12-31 | $176,400 |
Total plan assets at end of year | 2018-12-31 | $2,898,970 |
Total plan assets at beginning of year | 2018-12-31 | $3,181,761 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,000 |
Other income received | 2018-12-31 | $-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 |
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Total plan liabilities at end of year | 2017-12-31 | $4,074 |
Total plan liabilities at beginning of year | 2017-12-31 | $1,914 |
Total income from all sources | 2017-12-31 | $318,976 |
Expenses. Total of all expenses incurred | 2017-12-31 | $168,891 |
Benefits paid (including direct rollovers) | 2017-12-31 | $160,900 |
Total plan assets at end of year | 2017-12-31 | $3,181,761 |
Total plan assets at beginning of year | 2017-12-31 | $3,029,516 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
Other income received | 2017-12-31 | $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 |
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Total plan liabilities at end of year | 2016-12-31 | $1,914 |
Total plan liabilities at beginning of year | 2016-12-31 | $1,886 |
Total income from all sources | 2016-12-31 | $256,839 |
Expenses. Total of all expenses incurred | 2016-12-31 | $156,596 |
Benefits paid (including direct rollovers) | 2016-12-31 | $149,200 |
Total plan assets at end of year | 2016-12-31 | $3,029,516 |
Total plan assets at beginning of year | 2016-12-31 | $2,929,245 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
Other income received | 2016-12-31 | $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 |
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Total plan liabilities at end of year | 2015-12-31 | $1,886 |
Total plan liabilities at beginning of year | 2015-12-31 | $1,914 |
Total income from all sources | 2015-12-31 | $14,700 |
Expenses. Total of all expenses incurred | 2015-12-31 | $158,256 |
Benefits paid (including direct rollovers) | 2015-12-31 | $150,400 |
Total plan assets at end of year | 2015-12-31 | $2,929,245 |
Total plan assets at beginning of year | 2015-12-31 | $3,072,829 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $23,000 |
Other income received | 2015-12-31 | $-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 |
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Total plan liabilities at end of year | 2014-12-31 | $1,914 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,839 |
Total income from all sources | 2014-12-31 | $182,496 |
Expenses. Total of all expenses incurred | 2014-12-31 | $150,107 |
Benefits paid (including direct rollovers) | 2014-12-31 | $142,600 |
Total plan assets at end of year | 2014-12-31 | $3,072,829 |
Total plan assets at beginning of year | 2014-12-31 | $3,040,365 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
Other income received | 2014-12-31 | $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 |
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Total plan liabilities at end of year | 2013-12-31 | $1,839 |
Total plan liabilities at beginning of year | 2013-12-31 | $1,703 |
Total income from all sources | 2013-12-31 | $261,922 |
Expenses. Total of all expenses incurred | 2013-12-31 | $139,024 |
Benefits paid (including direct rollovers) | 2013-12-31 | $132,000 |
Total plan assets at end of year | 2013-12-31 | $3,040,365 |
Total plan assets at beginning of year | 2013-12-31 | $2,917,331 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $23,000 |
Other income received | 2013-12-31 | $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 |
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Total plan liabilities at end of year | 2012-12-31 | $1,703 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,589 |
Total income from all sources | 2012-12-31 | $274,499 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,101,823 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,094,686 |
Total plan assets at end of year | 2012-12-31 | $2,917,331 |
Total plan assets at beginning of year | 2012-12-31 | $3,744,541 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
Other income received | 2012-12-31 | $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 |
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Total plan liabilities at end of year | 2011-12-31 | $1,589 |
Total plan liabilities at beginning of year | 2011-12-31 | $1,532 |
Total income from all sources | 2011-12-31 | $62,664 |
Expenses. Total of all expenses incurred | 2011-12-31 | $165,847 |
Benefits paid (including direct rollovers) | 2011-12-31 | $159,699 |
Total plan assets at end of year | 2011-12-31 | $3,744,541 |
Total plan assets at beginning of year | 2011-12-31 | $3,847,667 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
Other income received | 2011-12-31 | $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 |
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Total plan liabilities at end of year | 2010-12-31 | $1,532 |
Total plan liabilities at beginning of year | 2010-12-31 | $1,376 |
Total income from all sources | 2010-12-31 | $270,033 |
Expenses. Total of all expenses incurred | 2010-12-31 | $118,546 |
Benefits paid (including direct rollovers) | 2010-12-31 | $112,900 |
Total plan assets at end of year | 2010-12-31 | $3,847,667 |
Total plan assets at beginning of year | 2010-12-31 | $3,696,024 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
Other income received | 2010-12-31 | $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 |