401k Plan data: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN plan

COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN
Plan identification number	001

COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: COSTELLO & COSTELLO, P.C.

Employer identification number (EIN): 113476744

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about COSTELLO & COSTELLO, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1999-01-29

Company Identification Number: 2340509

Legal Registered Office Address: 5919 20TH AVENUE
Kings
BROOKLYN
United States of America (USA)
11204

More information about COSTELLO & COSTELLO, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JOSEPH R. COSTELLO 2021-01-14
001 2019-01-01 JOSEPH R. COSTELLO 2021-01-14
001 2017-01-01 JOSEPH R COSTELLO 2018-08-20 JOSEPH R COSTELLO 2018-08-20
001 2016-01-01 JOSEPH R COSTELLO 2017-07-12 JOSEPH R COSTELLO 2017-07-12
001 2015-01-01 JOSEPH R COSTELLO
001 2015-01-01 JOSEPH R COSTELLO
001 2014-01-01 JOSEPH R COSTELLO
001 2013-01-01 JOSEPH R. COSTELLO JOSEPH R COSTELLO 2014-08-20
001 2012-01-01 JOSEPH R COSTELLO JOSEPH R COSTELLO 2013-12-05
001 2011-01-01 JOSEPH R. COSTELLO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JOSEPH R. COSTELLO	2021-01-14
001	2019-01-01	JOSEPH R. COSTELLO	2021-01-14
001	2017-01-01	JOSEPH R COSTELLO	2018-08-20	JOSEPH R COSTELLO	2018-08-20
001	2016-01-01	JOSEPH R COSTELLO	2017-07-12	JOSEPH R COSTELLO	2017-07-12
001	2015-01-01	JOSEPH R COSTELLO
001	2015-01-01	JOSEPH R COSTELLO
001	2014-01-01	JOSEPH R COSTELLO
001	2013-01-01	JOSEPH R. COSTELLO		JOSEPH R COSTELLO	2014-08-20
001	2012-01-01	JOSEPH R COSTELLO		JOSEPH R COSTELLO	2013-12-05
001	2011-01-01	JOSEPH R. COSTELLO

Plan Statistics for COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
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 0
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
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 0
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 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 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
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

Measure	Date	Value
2015: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
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	0
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
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	0
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 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	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
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

Financial Data on COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2015 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$7,127
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$51,587
Total plan assets at beginning of year	2015-12-31	$44,460
Value of fidelity bond covering the plan	2015-12-31	$4,000
Total contributions received or receivable from participants	2015-12-31	$4,100
Other income received	2015-12-31	$1,002
Net income (gross income less expenses)	2015-12-31	$7,127
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$51,587
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$44,460
Assets. Value of participant loans	2015-12-31	$10,464
Total contributions received or receivable from employer(s)	2015-12-31	$2,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$4,965
Expenses. Total of all expenses incurred	2014-12-31	$1,760
Benefits paid (including direct rollovers)	2014-12-31	$1,760
Total plan assets at end of year	2014-12-31	$44,460
Total plan assets at beginning of year	2014-12-31	$41,255
Total contributions received or receivable from participants	2014-12-31	$600
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$2,085
Net income (gross income less expenses)	2014-12-31	$3,205
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$44,460
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$41,255
Assets. Value of participant loans	2014-12-31	$9,635
Total contributions received or receivable from employer(s)	2014-12-31	$2,280
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$9,998
Expenses. Total of all expenses incurred	2013-12-31	$104,751
Benefits paid (including direct rollovers)	2013-12-31	$25,100
Total plan assets at end of year	2013-12-31	$41,255
Total plan assets at beginning of year	2013-12-31	$136,008
Total contributions received or receivable from participants	2013-12-31	$1,150
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$7,798
Net income (gross income less expenses)	2013-12-31	$-94,753
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$41,255
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$136,008
Assets. Value of participant loans	2013-12-31	$10,137
Total contributions received or receivable from employer(s)	2013-12-31	$1,050
Value of certain deemed distributions of participant loans	2013-12-31	$79,651
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$12,332
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$136,008
Total plan assets at beginning of year	2012-12-31	$123,676
Total contributions received or receivable from participants	2012-12-31	$1,870
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$8,914
Net income (gross income less expenses)	2012-12-31	$12,332
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$136,008
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$123,676
Assets. Value of participant loans	2012-12-31	$83,621
Total contributions received or receivable from employer(s)	2012-12-31	$1,548
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$11,453
Expenses. Total of all expenses incurred	2011-12-31	$10,321
Benefits paid (including direct rollovers)	2011-12-31	$10,321
Total plan assets at end of year	2011-12-31	$123,676
Total plan assets at beginning of year	2011-12-31	$122,544
Total contributions received or receivable from participants	2011-12-31	$2,550
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,067
Net income (gross income less expenses)	2011-12-31	$1,132
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$123,676
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$122,544
Assets. Value of participant loans	2011-12-31	$79,555
Total contributions received or receivable from employer(s)	2011-12-31	$1,836
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$11,667
Expenses. Total of all expenses incurred	2010-12-31	$17,327
Benefits paid (including direct rollovers)	2010-12-31	$17,327
Total plan assets at end of year	2010-12-31	$122,544
Total plan assets at beginning of year	2010-12-31	$128,204
Total contributions received or receivable from participants	2010-12-31	$1,430
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$9,241
Net income (gross income less expenses)	2010-12-31	$-5,660
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$122,544
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$128,204
Assets. Value of participant loans	2010-12-31	$71,173
Total contributions received or receivable from employer(s)	2010-12-31	$996
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN

2015: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 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: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 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: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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: COSTELLO & COSTELLO, P.C. PROFIT SHARING PLAN 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

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Company Name:	COSTELLO & COSTELLO, P.C.
Employer identification number (EIN):	113476744
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1999-01-29
Company Identification Number:	2340509
Legal Registered Office Address:	5919 20TH AVENUE Kings BROOKLYN United States of America (USA) 11204