BLUMBERG & KOPEL CPA PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLUMBERG & KOPEL CPA, PC PROFIT SHARING
| Measure | Date | Value |
|---|
| 2014: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| 2013: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2014 : BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $10,083 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,604 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,404 |
| Total plan assets at end of year | 2014-12-31 | $46,151 |
| Total plan assets at beginning of year | 2014-12-31 | $44,672 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $200 |
| Other income received | 2014-12-31 | $1,083 |
| Net income (gross income less expenses) | 2014-12-31 | $1,479 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $46,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,672 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $9,000 |
| 2013 : BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,579 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $154,602 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $154,602 |
| Total plan assets at end of year | 2013-12-31 | $44,672 |
| Total plan assets at beginning of year | 2013-12-31 | $194,695 |
| Other income received | 2013-12-31 | $4,579 |
| Net income (gross income less expenses) | 2013-12-31 | $-150,023 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $44,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $194,695 |
| 2012 : BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $11,080 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $9,000 |
| Total plan assets at end of year | 2012-12-31 | $194,695 |
| Total plan assets at beginning of year | 2012-12-31 | $192,615 |
| Other income received | 2012-12-31 | $-9,455 |
| Net income (gross income less expenses) | 2012-12-31 | $2,080 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $194,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $192,615 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,535 |
| 2011 : BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $6,685 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $21,050 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $21,000 |
| Total plan assets at end of year | 2011-12-31 | $192,615 |
| Total plan assets at beginning of year | 2011-12-31 | $206,980 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-16,270 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-14,365 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $192,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $206,980 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $22,955 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $37,451 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $32,100 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $32,000 |
| Total plan assets at end of year | 2010-12-31 | $206,980 |
| Total plan assets at beginning of year | 2010-12-31 | $201,629 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
| Other income received | 2010-12-31 | $6,456 |
| Net income (gross income less expenses) | 2010-12-31 | $5,351 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $206,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $201,629 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,995 |
| 2014: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BLUMBERG & KOPEL CPA, PC PROFIT SHARING 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
