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Plan Name | WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WOLF HALDENSTEIN ADLER FREEMAN HERZ LLP |
Employer identification number (EIN): | 131548757 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about WOLF HALDENSTEIN ADLER FREEMAN HERZ LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1994-11-16 |
Company Identification Number: | 1868747 |
Legal Registered Office Address: |
ATTN: VICTOR L MANN 270 MADISON AVE NEW YORK United States of America (USA) 10016 |
More information about WOLF HALDENSTEIN ADLER FREEMAN HERZ LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | BENJAMIN KAUFMAN | 2023-10-03 | ||
001 | 2021-01-01 | BENJAMIN KAUFMAN | 2022-10-13 | ||
001 | 2020-01-01 | BENJAMIN KAUFMAN | 2021-09-23 | ||
001 | 2020-01-01 | BENJAMIN KAUFMAN | 2021-07-27 | ||
001 | 2019-01-01 | BENJAMIN KAUFMAN | 2020-10-06 | ||
001 | 2018-01-01 | RANDALL NEWMAN | 2019-09-17 | ||
001 | 2017-01-01 | RANDALL S. NEWMAN | 2018-10-04 | ||
001 | 2016-01-01 | LAWRENCE KOLKER | |||
001 | 2015-01-01 | MICHAEL JAFFE | |||
001 | 2014-01-01 | LAWRENCE KOLKER | |||
001 | 2013-01-01 | ELI GREENBERG | ELI GREENBERG | 2014-10-15 | |
001 | 2012-01-01 | ELI GREENBERG | |||
001 | 2011-01-01 | ELI GREENBERG | ELI GREENBERG | 2012-10-02 | |
001 | 2010-01-01 | ELI GREENBERG | ELI GREENBERG | 2011-09-27 | |
001 | 2009-01-01 | ELI GREENBERG | ELI GREENBERG | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2016: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 44 |
Total of all active and inactive participants | 2016-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 92 |
Number of participants with account balances | 2016-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
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 | 52 |
Total of all active and inactive participants | 2015-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 102 |
Number of participants with account balances | 2015-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 88 |
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 | 34 |
Total of all active and inactive participants | 2014-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 124 |
Number of participants with account balances | 2014-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 88 |
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 | 36 |
Total of all active and inactive participants | 2013-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 124 |
Number of participants with account balances | 2013-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 91 |
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 | 32 |
Total of all active and inactive participants | 2012-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 125 |
Number of participants with account balances | 2012-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 93 |
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 | 29 |
Total of all active and inactive participants | 2011-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 122 |
Number of participants with account balances | 2011-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 24 |
Total of all active and inactive participants | 2010-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 120 |
Number of participants with account balances | 2010-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 53 |
Total of all active and inactive participants | 2009-01-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 142 |
Number of participants with account balances | 2009-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2016 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 |
Total income from all sources (including contributions) | 2016-12-31 | $2,676,802 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,262,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,183,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $879,606 |
Value of total assets at end of year | 2016-12-31 | $24,924,951 |
Value of total assets at beginning of year | 2016-12-31 | $23,511,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $78,934 |
Total interest from all sources | 2016-12-31 | $17,950 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $51,273 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $379,717 |
Participant contributions at end of year | 2016-12-31 | $163,873 |
Participant contributions at beginning of year | 2016-12-31 | $203,874 |
Participant contributions at end of year | 2016-12-31 | $277,260 |
Participant contributions at beginning of year | 2016-12-31 | $295,129 |
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 | $1,413,882 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,924,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,511,069 |
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 |
Investment advisory and management fees | 2016-12-31 | $27,661 |
Interest on participant loans | 2016-12-31 | $17,950 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $23,994,477 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $22,557,107 |
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 | $499,889 |
Employer contributions (assets) at end of year | 2016-12-31 | $489,341 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $454,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,183,986 |
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 | MARKS PANETH LLP |
Accountancy firm EIN | 2016-12-31 | 113518842 |
2015 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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 | $289,894 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $16,613,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $16,388,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $949,971 |
Value of total assets at end of year | 2015-12-31 | $23,511,069 |
Value of total assets at beginning of year | 2015-12-31 | $39,834,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $224,486 |
Total interest from all sources | 2015-12-31 | $7,912 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $28,755 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,400,000 |
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 | $419,179 |
Participant contributions at end of year | 2015-12-31 | $203,874 |
Participant contributions at beginning of year | 2015-12-31 | $250,955 |
Participant contributions at end of year | 2015-12-31 | $295,129 |
Participant contributions at beginning of year | 2015-12-31 | $417,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $62,108 |
Administrative expenses (other) incurred | 2015-12-31 | $50,633 |
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 | $-16,323,277 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $23,511,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,834,346 |
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 |
Investment advisory and management fees | 2015-12-31 | $145,098 |
Interest on participant loans | 2015-12-31 | $7,912 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $22,557,107 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $38,389,807 |
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 | No |
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 | $468,684 |
Employer contributions (assets) at end of year | 2015-12-31 | $454,959 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $775,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $16,388,685 |
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 | MARKS PANETH LLP |
Accountancy firm EIN | 2015-12-31 | 113518842 |
2014 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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 | $4,676,908 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $8,227,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,093,116 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,812,689 |
Value of total assets at end of year | 2014-12-31 | $39,834,346 |
Value of total assets at beginning of year | 2014-12-31 | $43,384,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $134,079 |
Total interest from all sources | 2014-12-31 | $7,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $69,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $69,456 |
Administrative expenses professional fees incurred | 2014-12-31 | $27,250 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,400,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $569,621 |
Participant contributions at end of year | 2014-12-31 | $250,955 |
Participant contributions at beginning of year | 2014-12-31 | $198,236 |
Participant contributions at end of year | 2014-12-31 | $417,689 |
Participant contributions at beginning of year | 2014-12-31 | $503,061 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $11,191,594 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $449,263 |
Other income not declared elsewhere | 2014-12-31 | $569,535 |
Administrative expenses (other) incurred | 2014-12-31 | $28,485 |
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 | $-3,550,287 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,834,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,384,633 |
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 | $78,344 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $29,854,926 |
Interest on participant loans | 2014-12-31 | $7,516 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $38,389,807 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $721,609 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $721,609 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,666,947 |
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 | $793,805 |
Employer contributions (assets) at end of year | 2014-12-31 | $775,895 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $915,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,093,116 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
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 | MARKS PANETH LLP |
Accountancy firm EIN | 2014-12-31 | 113518842 |
2013 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,826,869 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $917,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $876,698 |
Value of total corrective distributions | 2013-12-31 | $30,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,642,589 |
Value of total assets at end of year | 2013-12-31 | $43,384,631 |
Value of total assets at beginning of year | 2013-12-31 | $34,475,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,248 |
Total interest from all sources | 2013-12-31 | $3,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $79,971 |
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 | $79,971 |
Administrative expenses professional fees incurred | 2013-12-31 | $11,248 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $708,450 |
Participant contributions at end of year | 2013-12-31 | $198,236 |
Participant contributions at beginning of year | 2013-12-31 | $149,684 |
Participant contributions at end of year | 2013-12-31 | $503,061 |
Participant contributions at beginning of year | 2013-12-31 | $434,065 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $11,191,594 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,257,305 |
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 | $8,908,877 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,384,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $34,475,754 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $29,854,924 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $25,047,753 |
Interest on participant loans | 2013-12-31 | $3,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $721,609 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $670,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $670,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,100,444 |
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 | $934,139 |
Employer contributions (assets) at end of year | 2013-12-31 | $915,207 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $916,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $876,698 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
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 | MARKS, PANETH AND SHRON, LLP |
Accountancy firm EIN | 2013-12-31 | 113518842 |
2012 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $207,447 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,699,818 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,494,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,476,525 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,589,274 |
Value of total assets at end of year | 2012-12-31 | $34,475,754 |
Value of total assets at beginning of year | 2012-12-31 | $31,062,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,807 |
Total interest from all sources | 2012-12-31 | $644,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $92,108 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $92,108 |
Administrative expenses professional fees incurred | 2012-12-31 | $11,807 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $649,183 |
Participant contributions at end of year | 2012-12-31 | $149,684 |
Participant contributions at beginning of year | 2012-12-31 | $206,493 |
Participant contributions at end of year | 2012-12-31 | $434,065 |
Participant contributions at beginning of year | 2012-12-31 | $423,982 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $7,257,305 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $6,541,021 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,205,379 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $34,475,754 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,062,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $25,047,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,380,626 |
Interest on participant loans | 2012-12-31 | $5,352 |
Interest earned on other investments | 2012-12-31 | $638,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $670,258 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $604,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $604,753 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,374,123 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $940,091 |
Employer contributions (assets) at end of year | 2012-12-31 | $916,689 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $906,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,476,525 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MARKS, PANETH AND SHRON, LLP |
Accountancy firm EIN | 2012-12-31 | 113518842 |
2011 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $2,515 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,386,612 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $718,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $690,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,908,463 |
Value of total assets at end of year | 2011-12-31 | $31,062,928 |
Value of total assets at beginning of year | 2011-12-31 | $29,392,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,776 |
Total interest from all sources | 2011-12-31 | $-146,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $65,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $65,540 |
Administrative expenses professional fees incurred | 2011-12-31 | $28,776 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $632,381 |
Participant contributions at end of year | 2011-12-31 | $206,493 |
Participant contributions at beginning of year | 2011-12-31 | $261,803 |
Participant contributions at end of year | 2011-12-31 | $423,982 |
Participant contributions at beginning of year | 2011-12-31 | $472,335 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $6,541,021 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $6,402,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,353,404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,667,825 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,062,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $29,392,588 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $22,380,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,884,260 |
Interest on participant loans | 2011-12-31 | $9,772 |
Interest earned on other investments | 2011-12-31 | $-156,080 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $604,753 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $483,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $483,004 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $52 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-441,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $922,678 |
Employer contributions (assets) at end of year | 2011-12-31 | $906,053 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $888,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $690,011 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MARKS, PANETH & SHRON LLP |
Accountancy firm EIN | 2011-12-31 | 113518842 |
2010 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,745,761 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $526,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $524,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,574,363 |
Value of total assets at end of year | 2010-12-31 | $29,392,588 |
Value of total assets at beginning of year | 2010-12-31 | $25,172,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,739 |
Total interest from all sources | 2010-12-31 | $836,882 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $59,387 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $59,387 |
Administrative expenses professional fees incurred | 2010-12-31 | $1,739 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $667,190 |
Participant contributions at end of year | 2010-12-31 | $261,803 |
Participant contributions at beginning of year | 2010-12-31 | $223,070 |
Participant contributions at end of year | 2010-12-31 | $472,335 |
Participant contributions at beginning of year | 2010-12-31 | $400,697 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $6,402,798 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $5,469,243 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,219,614 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $29,392,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,172,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,884,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,794,814 |
Interest on participant loans | 2010-12-31 | $10,671 |
Interest earned on other investments | 2010-12-31 | $826,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $483,004 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $507,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $507,550 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,275,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $907,173 |
Employer contributions (assets) at end of year | 2010-12-31 | $888,388 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $777,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $524,408 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MARKS, PANETH & SHRON LLP |
Accountancy firm EIN | 2010-12-31 | 113518842 |
2009 : WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
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: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS 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 |
2010: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WOLF HALDENSTEIN ADLER FREEMAN & HERZ LLP RETIREMENT AND SAVINGS PLAN 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 |