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MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 401k Plan overview

Plan NameMERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL
Plan identification number 001

MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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.
  • Plan covering Self-Employed individuals.
  • 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

MICKEY, CASANOVA & SACK has sponsored the creation of one or more 401k plans.

Company Name:MICKEY, CASANOVA & SACK
Employer identification number (EIN):953558195
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SILVER D. SACK
0012023-01-01
0012023-01-01SILVER D. SACK
0012022-01-01
0012022-01-01SILVER D. SACK
0012021-01-01
0012021-01-01
0012021-01-01SILVER D. SACK
0012020-01-01
0012019-01-01
0012018-01-01SILVER D. SACK
0012017-01-01SILVER D. SACK
0012016-01-01SILVER D. SACK
0012015-01-01SILVER D. SACK
0012014-01-01SILVER D. SACK
0012013-01-01SILVER SACK SILVER SACK2014-05-01
0012012-01-01SILVER SACK
0012011-01-01SILVER SACK
0012009-01-01SILVER SACK

Financial Data on MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

Measure Date Value
2024 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2024 401k financial data
Total income from all sources2024-01-01$233,805
Expenses. Total of all expenses incurred2024-01-01$116,225
Benefits paid (including direct rollovers)2024-01-01$116,225
Total plan assets at end of year2024-01-01$2,097,369
Total plan assets at beginning of year2024-01-01$1,979,789
Other income received2024-01-01$213,780
Net income (gross income less expenses)2024-01-01$117,580
Net plan assets at end of year (total assets less liabilities)2024-01-01$2,097,369
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,979,789
Total contributions received or receivable from employer(s)2024-01-01$20,025
2023 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2023 401k financial data
Total income from all sources2023-12-31$212,906
Expenses. Total of all expenses incurred2023-12-31$57,000
Benefits paid (including direct rollovers)2023-12-31$57,000
Total plan assets at end of year2023-12-31$1,979,789
Total plan assets at beginning of year2023-12-31$1,823,883
Other income received2023-12-31$192,991
Net income (gross income less expenses)2023-12-31$155,906
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,979,789
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,823,883
Total contributions received or receivable from employer(s)2023-12-31$19,915
2022 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2022 401k financial data
Total income from all sources2022-12-31$-91,043
Expenses. Total of all expenses incurred2022-12-31$59,000
Benefits paid (including direct rollovers)2022-12-31$59,000
Total plan assets at end of year2022-12-31$1,823,883
Total plan assets at beginning of year2022-12-31$1,973,926
Other income received2022-12-31$-112,712
Net income (gross income less expenses)2022-12-31$-150,043
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,823,883
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,973,926
Total contributions received or receivable from employer(s)2022-12-31$21,669
2021 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2021 401k financial data
Total income from all sources2021-12-31$296,212
Expenses. Total of all expenses incurred2021-12-31$51,300
Benefits paid (including direct rollovers)2021-12-31$51,300
Total plan assets at end of year2021-12-31$1,973,926
Total plan assets at beginning of year2021-12-31$1,729,014
Other income received2021-12-31$272,480
Net income (gross income less expenses)2021-12-31$244,912
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,973,926
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,729,014
Total contributions received or receivable from employer(s)2021-12-31$23,732
2020 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2020 401k financial data
Total income from all sources2020-12-31$84,297
Total plan assets at end of year2020-12-31$1,729,014
Total plan assets at beginning of year2020-12-31$1,644,717
Other income received2020-12-31$58,347
Net income (gross income less expenses)2020-12-31$84,297
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,729,014
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,644,717
Total contributions received or receivable from employer(s)2020-12-31$25,950
2019 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2019 401k financial data
Total income from all sources2019-12-31$272,242
Expenses. Total of all expenses incurred2019-12-31$41,522
Benefits paid (including direct rollovers)2019-12-31$41,522
Total plan assets at end of year2019-12-31$1,644,717
Total plan assets at beginning of year2019-12-31$1,413,997
Other income received2019-12-31$248,570
Net income (gross income less expenses)2019-12-31$230,720
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,644,717
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,413,997
Total contributions received or receivable from employer(s)2019-12-31$23,672
2018 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2018 401k financial data
Total income from all sources2018-12-31$-82,174
Total plan assets at end of year2018-12-31$1,413,997
Total plan assets at beginning of year2018-12-31$1,496,171
Other income received2018-12-31$-107,421
Net income (gross income less expenses)2018-12-31$-82,174
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,413,997
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,496,171
Total contributions received or receivable from employer(s)2018-12-31$25,247
2017 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2017 401k financial data
Total income from all sources2017-12-31$154,469
Total plan assets at end of year2017-12-31$1,496,171
Total plan assets at beginning of year2017-12-31$1,341,702
Other income received2017-12-31$129,218
Net income (gross income less expenses)2017-12-31$154,469
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,496,171
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,341,702
Total contributions received or receivable from employer(s)2017-12-31$25,251
2016 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2016 401k financial data
Total income from all sources2016-12-31$170,318
Total plan assets at end of year2016-12-31$1,341,702
Total plan assets at beginning of year2016-12-31$1,171,384
Other income received2016-12-31$144,805
Net income (gross income less expenses)2016-12-31$170,318
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,341,702
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,171,384
Total contributions received or receivable from employer(s)2016-12-31$25,513
2015 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2015 401k financial data
Total income from all sources2015-12-31$-61,339
Total plan assets at end of year2015-12-31$1,171,384
Total plan assets at beginning of year2015-12-31$1,232,723
Other income received2015-12-31$-86,117
Net income (gross income less expenses)2015-12-31$-61,339
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,171,384
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,232,723
Total contributions received or receivable from employer(s)2015-12-31$24,778
2014 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2014 401k financial data
Total income from all sources2014-12-31$70,709
Total plan assets at end of year2014-12-31$1,232,723
Total plan assets at beginning of year2014-12-31$1,162,014
Other income received2014-12-31$46,132
Net income (gross income less expenses)2014-12-31$70,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,232,723
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,162,014
Total contributions received or receivable from employer(s)2014-12-31$24,577
2013 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 401k financial data
Total income from all sources2013-12-31$140,805
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,162,014
Total plan assets at beginning of year2013-12-31$1,021,209
Other income received2013-12-31$116,392
Net income (gross income less expenses)2013-12-31$140,805
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,162,014
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,021,209
Total contributions received or receivable from employer(s)2013-12-31$24,413
2012 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 401k financial data
Total income from all sources2012-12-31$105,080
Total plan assets at end of year2012-12-31$1,021,209
Total plan assets at beginning of year2012-12-31$916,129
Other income received2012-12-31$81,797
Net income (gross income less expenses)2012-12-31$105,080
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,021,209
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$916,129
Total contributions received or receivable from employer(s)2012-12-31$23,283
2011 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 401k financial data
Total income from all sources2011-12-31$-11,683
Total plan assets at end of year2011-12-31$916,129
Total plan assets at beginning of year2011-12-31$927,812
Other income received2011-12-31$-31,884
Net income (gross income less expenses)2011-12-31$-11,683
Net plan assets at end of year (total assets less liabilities)2011-12-31$916,129
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$927,812
Total contributions received or receivable from employer(s)2011-12-31$20,201
2010 : MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2010 401k financial data
Total income from all sources2010-12-31$120,273
Expenses. Total of all expenses incurred2010-12-31$17,933
Benefits paid (including direct rollovers)2010-12-31$17,933
Total plan assets at end of year2010-12-31$927,812
Total plan assets at beginning of year2010-12-31$825,472
Other income received2010-12-31$99,484
Net income (gross income less expenses)2010-12-31$102,340
Net plan assets at end of year (total assets less liabilities)2010-12-31$927,812
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$825,472
Total contributions received or receivable from employer(s)2010-12-31$20,789

Form 5500 Responses for MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL

2023: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 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: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MERRILL LYNCH PIERCE FENNER SMITH, INC PHOTO TYPE INDIVIDUAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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