LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN
401k plan membership statisitcs for LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN
Measure | Date | Value |
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2022 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,331,832 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $271,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $262,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,103,545 |
Value of total assets at end of year | 2022-12-31 | $18,688,023 |
Value of total assets at beginning of year | 2022-12-31 | $21,291,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,882 |
Total interest from all sources | 2022-12-31 | $16,930 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $163,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $163,025 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $769,244 |
Participant contributions at end of year | 2022-12-31 | $266,335 |
Participant contributions at beginning of year | 2022-12-31 | $270,634 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $262,041 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,603,089 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,688,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,291,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,795,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,453,250 |
Interest on participant loans | 2022-12-31 | $16,930 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,553,980 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,489,963 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,641,778 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $26,446 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $72,260 |
Employer contributions (assets) at end of year | 2022-12-31 | $72,260 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $77,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $262,375 |
Contract administrator fees | 2022-12-31 | $8,882 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SINGERLEWAK |
Accountancy firm EIN | 2022-12-31 | 952302617 |
2021 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,718,151 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,491,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,484,513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $873,941 |
Value of total assets at end of year | 2021-12-31 | $21,291,112 |
Value of total assets at beginning of year | 2021-12-31 | $19,064,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,122 |
Total interest from all sources | 2021-12-31 | $14,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $117,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $117,893 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $796,676 |
Participant contributions at end of year | 2021-12-31 | $270,634 |
Participant contributions at beginning of year | 2021-12-31 | $260,993 |
Other income not declared elsewhere | 2021-12-31 | $11,706 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,226,516 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,291,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,064,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,453,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,127,740 |
Interest on participant loans | 2021-12-31 | $14,838 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,489,963 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,600,059 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,684,827 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $14,946 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $77,265 |
Employer contributions (assets) at end of year | 2021-12-31 | $77,265 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $75,804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,484,513 |
Contract administrator fees | 2021-12-31 | $7,122 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SINGERLEWAK |
Accountancy firm EIN | 2021-12-31 | 952302617 |
2020 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,616,241 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,718,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,705,954 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $5,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $912,030 |
Value of total assets at end of year | 2020-12-31 | $19,064,596 |
Value of total assets at beginning of year | 2020-12-31 | $17,166,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,261 |
Total interest from all sources | 2020-12-31 | $17,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $136,597 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $136,597 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $836,226 |
Participant contributions at end of year | 2020-12-31 | $260,993 |
Participant contributions at beginning of year | 2020-12-31 | $292,760 |
Other income not declared elsewhere | 2020-12-31 | $10,844 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,897,769 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,064,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,166,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,127,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,096,364 |
Interest on participant loans | 2020-12-31 | $17,608 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,600,059 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,705,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,541,776 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $-2,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $75,804 |
Employer contributions (assets) at end of year | 2020-12-31 | $75,804 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $72,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,705,954 |
Contract administrator fees | 2020-12-31 | $7,261 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SINGERLEWAK |
Accountancy firm EIN | 2020-12-31 | 952302617 |
2019 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,953,165 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,160,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,155,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $881,268 |
Value of total assets at end of year | 2019-12-31 | $17,166,827 |
Value of total assets at beginning of year | 2019-12-31 | $14,374,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,862 |
Total interest from all sources | 2019-12-31 | $13,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $158,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $158,837 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $795,060 |
Participant contributions at end of year | 2019-12-31 | $292,760 |
Participant contributions at beginning of year | 2019-12-31 | $237,185 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $40,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $13,751 |
Other income not declared elsewhere | 2019-12-31 | $10,674 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,792,537 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,166,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,374,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,096,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,451,746 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $13,824 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,705,246 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,570,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,821,886 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $66,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $72,457 |
Employer contributions (assets) at end of year | 2019-12-31 | $72,457 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $74,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,155,766 |
Contract administrator fees | 2019-12-31 | $4,862 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SINGERLEWAK |
Accountancy firm EIN | 2019-12-31 | 952302617 |
2018 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $584,451 |
Total of all expenses incurred | 2018-12-31 | $1,851,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,847,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,386,907 |
Value of total assets at end of year | 2018-12-31 | $14,374,290 |
Value of total assets at beginning of year | 2018-12-31 | $15,641,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,988 |
Total interest from all sources | 2018-12-31 | $14,486 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $141,564 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $141,564 |
Administrative expenses professional fees incurred | 2018-12-31 | $3,988 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $824,821 |
Participant contributions at end of year | 2018-12-31 | $237,185 |
Participant contributions at beginning of year | 2018-12-31 | $271,260 |
Participant contributions at end of year | 2018-12-31 | $40,455 |
Participant contributions at beginning of year | 2018-12-31 | $3,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $487,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,267,126 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,374,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,641,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,451,746 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,146,335 |
Interest on participant loans | 2018-12-31 | $14,486 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,570,304 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,016,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-958,733 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $227 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $74,600 |
Employer contributions (assets) at end of year | 2018-12-31 | $74,600 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $203,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,847,589 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SINGERLEWAK |
Accountancy firm EIN | 2018-12-31 | 952302617 |
2017 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2017 401k financial data |
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Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,303,794 |
Total of all expenses incurred | 2017-12-31 | $627,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $624,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,014,085 |
Value of total assets at end of year | 2017-12-31 | $15,641,416 |
Value of total assets at beginning of year | 2017-12-31 | $12,965,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,700 |
Total interest from all sources | 2017-12-31 | $13,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $211,596 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $211,596 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $805,544 |
Participant contributions at end of year | 2017-12-31 | $271,260 |
Participant contributions at beginning of year | 2017-12-31 | $219,269 |
Participant contributions at end of year | 2017-12-31 | $3,816 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,251 |
Administrative expenses (other) incurred | 2017-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,675,904 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,641,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,965,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,146,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,646,480 |
Interest on participant loans | 2017-12-31 | $13,552 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,016,715 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $913,573 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,056,074 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $8,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $203,290 |
Employer contributions (assets) at end of year | 2017-12-31 | $203,290 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $186,190 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $624,190 |
Contract administrator fees | 2017-12-31 | $3,697 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KIRSCH KOHN & BRIDGE |
Accountancy firm EIN | 2017-12-31 | 953404284 |
2016 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2016 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,842,104 |
Total of all expenses incurred | 2016-12-31 | $196,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $194,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $929,451 |
Value of total assets at end of year | 2016-12-31 | $12,965,512 |
Value of total assets at beginning of year | 2016-12-31 | $11,320,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,759 |
Total interest from all sources | 2016-12-31 | $10,806 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $150,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $150,318 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $704,848 |
Participant contributions at end of year | 2016-12-31 | $219,269 |
Participant contributions at beginning of year | 2016-12-31 | $213,922 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $24,912 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $38,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,645,339 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,965,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,320,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,646,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,058,818 |
Interest on participant loans | 2016-12-31 | $10,806 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $913,573 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $853,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $743,598 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $7,931 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $186,190 |
Employer contributions (assets) at end of year | 2016-12-31 | $186,190 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $169,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $194,006 |
Contract administrator fees | 2016-12-31 | $2,759 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KIRSCH KOHN & BRIDGE |
Accountancy firm EIN | 2016-12-31 | 953404284 |
2015 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $838,188 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,167,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,158,605 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $5,219 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $931,067 |
Value of total assets at end of year | 2015-12-31 | $11,320,173 |
Value of total assets at beginning of year | 2015-12-31 | $11,649,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,295 |
Total interest from all sources | 2015-12-31 | $11,458 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $127,547 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $127,547 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $622,357 |
Participant contributions at end of year | 2015-12-31 | $213,922 |
Participant contributions at beginning of year | 2015-12-31 | $257,077 |
Participant contributions at end of year | 2015-12-31 | $24,912 |
Participant contributions at beginning of year | 2015-12-31 | $22,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $139,275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-328,931 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,320,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,649,104 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,058,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,345,259 |
Interest on participant loans | 2015-12-31 | $11,458 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $853,086 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $854,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-231,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $169,435 |
Employer contributions (assets) at end of year | 2015-12-31 | $169,435 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $170,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,158,605 |
Contract administrator fees | 2015-12-31 | $3,295 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KIRSCH KOHN & BRIDGE |
Accountancy firm EIN | 2015-12-31 | 953404284 |
2014 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,873,900 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $490,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $486,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,144,518 |
Value of total assets at end of year | 2014-12-31 | $11,649,104 |
Value of total assets at beginning of year | 2014-12-31 | $10,265,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,101 |
Total interest from all sources | 2014-12-31 | $13,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $594,202 |
Participant contributions at end of year | 2014-12-31 | $257,077 |
Participant contributions at beginning of year | 2014-12-31 | $282,384 |
Participant contributions at end of year | 2014-12-31 | $22,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $380,310 |
Administrative expenses (other) incurred | 2014-12-31 | $2,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,383,882 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,649,104 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,265,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $583 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,345,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,003,768 |
Interest on participant loans | 2014-12-31 | $13,135 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $854,363 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $795,513 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $716,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $170,006 |
Employer contributions (assets) at end of year | 2014-12-31 | $170,006 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $183,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $486,917 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KIRSCH KOHN & BRIDGE |
Accountancy firm EIN | 2014-12-31 | 953404284 |
2013 : LAW OFFICES OF PEARLMAN, BROWN & WAX, L.L.P. 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $2,367,925 |
Total of all expenses incurred | 2013-12-31 | $621,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $618,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $801,701 |
Value of total assets at end of year | 2013-12-31 | $10,265,222 |
Value of total assets at beginning of year | 2013-12-31 | $8,518,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,680 |
Total interest from all sources | 2013-12-31 | $13,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $114,648 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $114,648 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $620,892 |
Participant contributions at end of year | 2013-12-31 | $282,384 |
Participant contributions at beginning of year | 2013-12-31 | $201,195 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $319 |
Administrative expenses (other) incurred | 2013-12-31 | $2,120 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,746,911 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,265,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,518,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $560 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,003,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,360,044 |
Interest on participant loans | 2013-12-31 | $13,562 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $795,513 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $784,494 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,433,404 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $180,809 |
Employer contributions (assets) at end of year | 2013-12-31 | $183,557 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $172,578 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $618,015 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KIRSCH KOHN & BRIDGE |
Accountancy firm EIN | 2013-12-31 | 953404284 |