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MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 401k Plan overview

Plan NameMELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))
Plan identification number 002

MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP has sponsored the creation of one or more 401k plans.

Company Name:MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
Employer identification number (EIN):113581269
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-01-10
Company Identification Number: 2592663
Legal Registered Office Address: ATTN: DAVID HEYMANN
190 WILLIS AVENUE
MINEOLA
United States of America (USA)
11501

More information about MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEWIS S. MELTZER
0022016-01-01LEWIS S. MELTZER
0022015-01-01LEWIS S. MELTZER
0022014-01-01SHELDON M. GOLDSTEIN2015-10-14
0022013-01-01SHELDON M. GOLDSTEIN2014-09-23
0022012-01-01SHELDON M. GOLDSTEIN2013-09-24
0022011-01-01SHELDON M. GOLDSTEIN2012-07-05
0022010-01-01SHELDON M. GOLDSTEIN2011-08-01

Plan Statistics for MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))

401k plan membership statisitcs for MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))

Measure Date Value
2022: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01220
Number of participants with account balances2022-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2021 401k membership
Total participants, beginning-of-year2021-01-01188
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01221
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2020 401k membership
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01188
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2019 401k membership
Total participants, beginning-of-year2019-01-01165
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01150
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))

Measure Date Value
2022 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,180,131
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,925,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,889,391
Expenses. Certain deemed distributions of participant loans2022-12-31$29,405
Value of total corrective distributions2022-12-31$620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,876,691
Value of total assets at end of year2022-12-31$30,118,899
Value of total assets at beginning of year2022-12-31$34,224,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,893
Total interest from all sources2022-12-31$22,418
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,526,172
Participant contributions at end of year2022-12-31$450,707
Participant contributions at beginning of year2022-12-31$512,927
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,510,662
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,608,409
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$524,387
Other income not declared elsewhere2022-12-31$-431,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,105,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,118,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,224,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$22,418
Value of interest in common/collective trusts at end of year2022-12-31$27,157,530
Value of interest in common/collective trusts at beginning of year2022-12-31$30,103,003
Net investment gain or loss from common/collective trusts2022-12-31$-4,648,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$826,132
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,889,391
Contract administrator fees2022-12-31$5,893
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2022-12-31261525737
2021 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,683,985
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,006,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$977,323
Expenses. Certain deemed distributions of participant loans2021-12-31$21,991
Value of total corrective distributions2021-12-31$706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,655,428
Value of total assets at end of year2021-12-31$34,224,339
Value of total assets at beginning of year2021-12-31$28,547,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,836
Total interest from all sources2021-12-31$27,292
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,381,993
Participant contributions at end of year2021-12-31$512,927
Participant contributions at beginning of year2021-12-31$546,312
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,608,409
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,965,677
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$403,313
Other income not declared elsewhere2021-12-31$455,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,677,129
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,224,339
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,547,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$27,292
Value of interest in common/collective trusts at end of year2021-12-31$30,103,003
Value of interest in common/collective trusts at beginning of year2021-12-31$25,035,221
Net investment gain or loss from common/collective trusts2021-12-31$3,545,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$870,122
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$977,323
Contract administrator fees2021-12-31$6,836
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2021-12-31261525737
2020 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,126,316
Total loss/gain on sale of assets2020-12-31$2,795,095
Total of all expenses incurred2020-12-31$1,090,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,083,081
Expenses. Certain deemed distributions of participant loans2020-12-31$964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,982,373
Value of total assets at end of year2020-12-31$28,547,210
Value of total assets at beginning of year2020-12-31$24,511,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,381
Total interest from all sources2020-12-31$27,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,381
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,160,030
Participant contributions at end of year2020-12-31$546,312
Participant contributions at beginning of year2020-12-31$526,790
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,965,677
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,657,784
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,878
Other income not declared elsewhere2020-12-31$320,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,035,890
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,547,210
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,511,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$27,981
Value of interest in common/collective trusts at end of year2020-12-31$25,035,221
Value of interest in common/collective trusts at beginning of year2020-12-31$20,407,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$804,465
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$919,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,083,081
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,795,095
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2020-12-31261525737
2019 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,486,518
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,091,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,061,203
Expenses. Certain deemed distributions of participant loans2019-12-31$1,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,735,975
Value of total assets at end of year2019-12-31$24,511,320
Value of total assets at beginning of year2019-12-31$20,116,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,284
Total interest from all sources2019-12-31$27,974
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,042,664
Participant contributions at end of year2019-12-31$526,790
Participant contributions at beginning of year2019-12-31$449,058
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,657,784
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,258,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,709
Administrative expenses (other) incurred2019-12-31$22,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,395,273
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,511,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,116,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$27,974
Value of interest in common/collective trusts at end of year2019-12-31$20,407,144
Value of interest in common/collective trusts at beginning of year2019-12-31$16,510,287
Net investment gain or loss from common/collective trusts2019-12-31$3,722,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$681,602
Employer contributions (assets) at end of year2019-12-31$919,602
Employer contributions (assets) at beginning of year2019-12-31$898,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,061,203
Contract administrator fees2019-12-31$5,310
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2019-12-31261525737
2018 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,497,331
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,428,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,413,698
Expenses. Certain deemed distributions of participant loans2018-12-31$8,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,554,425
Value of total assets at end of year2018-12-31$20,116,047
Value of total assets at beginning of year2018-12-31$20,047,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,631
Total interest from all sources2018-12-31$16,776
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$998,161
Participant contributions at end of year2018-12-31$449,058
Participant contributions at beginning of year2018-12-31$342,583
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,258,510
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,553,289
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$899,380
Administrative expenses (other) incurred2018-12-31$2,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$68,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,116,047
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,047,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$16,776
Value of interest in common/collective trusts at end of year2018-12-31$16,510,287
Value of interest in common/collective trusts at beginning of year2018-12-31$16,281,236
Net investment gain or loss from common/collective trusts2018-12-31$-1,073,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$656,884
Employer contributions (assets) at end of year2018-12-31$898,192
Employer contributions (assets) at beginning of year2018-12-31$870,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,413,698
Contract administrator fees2018-12-31$3,751
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2018-12-31261525737
2017 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,566,503
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$817,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$813,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,436,911
Value of total assets at end of year2017-12-31$20,047,560
Value of total assets at beginning of year2017-12-31$16,298,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,932
Total interest from all sources2017-12-31$12,603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$998,232
Participant contributions at end of year2017-12-31$342,583
Participant contributions at beginning of year2017-12-31$309,812
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,553,289
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,089,735
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$796,227
Other income not declared elsewhere2017-12-31$5,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,749,314
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,047,560
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,298,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$12,603
Value of interest in common/collective trusts at end of year2017-12-31$16,281,236
Value of interest in common/collective trusts at beginning of year2017-12-31$13,017,563
Net investment gain or loss from common/collective trusts2017-12-31$2,111,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$642,452
Employer contributions (assets) at end of year2017-12-31$870,452
Employer contributions (assets) at beginning of year2017-12-31$881,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$813,257
Contract administrator fees2017-12-31$3,932
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2017-12-31261525737
2016 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$36,496
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$36,496
Total income from all sources (including contributions)2016-12-31$2,611,186
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$689,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$649,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,652,154
Value of total assets at end of year2016-12-31$16,298,246
Value of total assets at beginning of year2016-12-31$14,376,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,289
Total interest from all sources2016-12-31$10,485
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$905,363
Participant contributions at end of year2016-12-31$309,812
Participant contributions at beginning of year2016-12-31$273,471
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,089,735
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,585,534
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$87,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$881,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$862,258
Other income not declared elsewhere2016-12-31$5,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,921,612
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,298,246
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,376,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$10,485
Value of interest in common/collective trusts at end of year2016-12-31$13,017,563
Value of interest in common/collective trusts at beginning of year2016-12-31$11,655,371
Net investment gain or loss from common/collective trusts2016-12-31$943,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$659,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$649,789
Contract administrator fees2016-12-31$3,289
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2016-12-31261525737
2015 : MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,683,483
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$367,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$360,454
Expenses. Certain deemed distributions of participant loans2015-12-31$3,724
Value of total corrective distributions2015-12-31$283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,823,535
Value of total assets at end of year2015-12-31$14,376,634
Value of total assets at beginning of year2015-12-31$13,060,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,975
Total interest from all sources2015-12-31$8,807
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$842,590
Participant contributions at end of year2015-12-31$273,471
Participant contributions at beginning of year2015-12-31$209,201
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,585,534
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,461,646
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$334,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$862,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$734,272
Other income not declared elsewhere2015-12-31$3,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,316,047
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,376,634
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,060,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$8,807
Value of interest in common/collective trusts at end of year2015-12-31$11,655,371
Value of interest in common/collective trusts at beginning of year2015-12-31$10,655,468
Net investment gain or loss from common/collective trusts2015-12-31$-152,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$646,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$360,454
Contract administrator fees2015-12-31$2,975
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSGNC&S CPAS, PLLC
Accountancy firm EIN2015-12-31261525737

Form 5500 Responses for MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K))

2022: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MELTZER,LIPPE,GOLDSTEIN & BREITSTONE,LLP PROFIT SHARING PLAN (401(K)) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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