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EISNERAMPER LLP RETIREMENT PLAN 401k Plan overview

Plan NameEISNERAMPER LLP RETIREMENT PLAN
Plan identification number 003

EISNERAMPER LLP RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EISNERAMPER LLP has sponsored the creation of one or more 401k plans.

Company Name:EISNERAMPER LLP
Employer identification number (EIN):131639826
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about EISNERAMPER LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1994-10-26
Company Identification Number: 1863017
Legal Registered Office Address: ATTN: CHARLES WEINSTEIN
750 THIRD AVENUE
NEW YORK
United States of America (USA)
10017

More information about EISNERAMPER LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EISNERAMPER LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-02-01
0032019-02-01
0032018-02-01
0032017-02-01RICHARD FISHER
0032016-02-01RICHARD FISHER
0032015-02-01RICHARD FISHER
0032014-02-01RICHARD FISHER
0032013-02-01RICHARD FISHER
0032012-02-01RICHARD FISHER
0032011-02-01RICHARD FISHER
0032010-02-01RICHARD FISHER
0032009-02-01RICHARD FISHER
0032009-02-01RICHARD FISHER

Plan Statistics for EISNERAMPER LLP RETIREMENT PLAN

401k plan membership statisitcs for EISNERAMPER LLP RETIREMENT PLAN

Measure Date Value
2020: EISNERAMPER LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-012,195
Total number of active participants reported on line 7a of the Form 55002020-02-011,684
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-01626
Total of all active and inactive participants2020-02-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-018
Total participants2020-02-012,318
Number of participants with account balances2020-02-012,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-01162
2019: EISNERAMPER LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-011,990
Total number of active participants reported on line 7a of the Form 55002019-02-011,591
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-01596
Total of all active and inactive participants2019-02-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-018
Total participants2019-02-012,195
Number of participants with account balances2019-02-012,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-01174
2018: EISNERAMPER LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-011,884
Total number of active participants reported on line 7a of the Form 55002018-02-011,414
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-01569
Total of all active and inactive participants2018-02-011,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-017
Total participants2018-02-011,990
Number of participants with account balances2018-02-011,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-01150
2017: EISNERAMPER LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-011,859
Total number of active participants reported on line 7a of the Form 55002017-02-011,367
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-01508
Total of all active and inactive participants2017-02-011,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-019
Total participants2017-02-011,884
Number of participants with account balances2017-02-011,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-01158
2016: EISNERAMPER LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-011,675
Total number of active participants reported on line 7a of the Form 55002016-02-011,379
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-01473
Total of all active and inactive participants2016-02-011,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-017
Total participants2016-02-011,859
Number of participants with account balances2016-02-011,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-01144
2015: EISNERAMPER LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-011,504
Total number of active participants reported on line 7a of the Form 55002015-02-011,207
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-01466
Total of all active and inactive participants2015-02-011,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-012
Total participants2015-02-011,675
Number of participants with account balances2015-02-011,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-01132
2014: EISNERAMPER LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-011,502
Total number of active participants reported on line 7a of the Form 55002014-02-011,048
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-01454
Total of all active and inactive participants2014-02-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-012
Total participants2014-02-011,504
Number of participants with account balances2014-02-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-01108
2013: EISNERAMPER LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-011,542
Total number of active participants reported on line 7a of the Form 55002013-02-011,067
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-01432
Total of all active and inactive participants2013-02-011,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-013
Total participants2013-02-011,502
Number of participants with account balances2013-02-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-0198
2012: EISNERAMPER LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-011,455
Total number of active participants reported on line 7a of the Form 55002012-02-011,153
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-01389
Total of all active and inactive participants2012-02-011,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-011,542
Number of participants with account balances2012-02-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-0163
2011: EISNERAMPER LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-011,389
Total number of active participants reported on line 7a of the Form 55002011-02-011,065
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-01390
Total of all active and inactive participants2011-02-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-011,455
Number of participants with account balances2011-02-011,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: EISNERAMPER LLP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01730
Total number of active participants reported on line 7a of the Form 55002010-02-011,031
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-01358
Total of all active and inactive participants2010-02-011,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-011,389
Number of participants with account balances2010-02-011,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-0168
2009: EISNERAMPER LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01706
Total number of active participants reported on line 7a of the Form 55002009-02-01541
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-01189
Total of all active and inactive participants2009-02-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01730
Number of participants with account balances2009-02-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-0151

Financial Data on EISNERAMPER LLP RETIREMENT PLAN

Measure Date Value
2021 : EISNERAMPER LLP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total income from all sources (including contributions)2021-01-31$84,423,819
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$24,054,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$23,821,312
Value of total corrective distributions2021-01-31$304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$36,740,536
Value of total assets at end of year2021-01-31$399,108,295
Value of total assets at beginning of year2021-01-31$338,739,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$233,074
Total interest from all sources2021-01-31$101,815
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$10,364,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$10,364,285
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$10,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$19,189,849
Participant contributions at end of year2021-01-31$2,006,573
Participant contributions at beginning of year2021-01-31$1,830,401
Participant contributions at end of year2021-01-31$3,764,000
Participant contributions at beginning of year2021-01-31$3,624,000
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$8,746,839
Administrative expenses (other) incurred2021-01-31$233,074
Total non interest bearing cash at end of year2021-01-31$1,723
Total non interest bearing cash at beginning of year2021-01-31$377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$60,369,129
Value of net assets at end of year (total assets less liabilities)2021-01-31$399,108,295
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$338,739,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$356,600,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$301,848,294
Value of interest in pooled separate accounts at end of year2021-01-31$29,921,664
Value of interest in pooled separate accounts at beginning of year2021-01-31$25,096,117
Interest on participant loans2021-01-31$101,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$36,730,809
Net investment gain/loss from pooled separate accounts2021-01-31$486,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$8,803,848
Employer contributions (assets) at end of year2021-01-31$6,813,411
Employer contributions (assets) at beginning of year2021-01-31$6,339,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$23,821,312
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2021-01-31520783935
2020 : EISNERAMPER LLP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total income from all sources (including contributions)2020-01-31$68,138,934
Total income from all sources (including contributions)2020-01-31$68,138,934
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$14,291,605
Total of all expenses incurred2020-01-31$14,291,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$14,129,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$14,129,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$26,673,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$26,673,690
Value of total assets at end of year2020-01-31$338,739,166
Value of total assets at end of year2020-01-31$338,739,166
Value of total assets at beginning of year2020-01-31$284,891,837
Value of total assets at beginning of year2020-01-31$284,891,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$161,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$161,682
Total interest from all sources2020-01-31$93,241
Total interest from all sources2020-01-31$93,241
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$9,393,254
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$9,393,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$9,393,254
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$9,393,254
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$10,000,000
Value of fidelity bond cover2020-01-31$10,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$16,825,443
Contributions received from participants2020-01-31$16,825,443
Participant contributions at end of year2020-01-31$1,830,401
Participant contributions at end of year2020-01-31$1,830,401
Participant contributions at beginning of year2020-01-31$1,823,533
Participant contributions at beginning of year2020-01-31$1,823,533
Participant contributions at end of year2020-01-31$3,624,000
Participant contributions at end of year2020-01-31$3,624,000
Participant contributions at beginning of year2020-01-31$3,110,900
Participant contributions at beginning of year2020-01-31$3,110,900
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$1,618,761
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$1,618,761
Administrative expenses (other) incurred2020-01-31$144,182
Administrative expenses (other) incurred2020-01-31$144,182
Total non interest bearing cash at end of year2020-01-31$377
Total non interest bearing cash at end of year2020-01-31$377
Total non interest bearing cash at beginning of year2020-01-31$1,943
Total non interest bearing cash at beginning of year2020-01-31$1,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$53,847,329
Value of net income/loss2020-01-31$53,847,329
Value of net assets at end of year (total assets less liabilities)2020-01-31$338,739,166
Value of net assets at end of year (total assets less liabilities)2020-01-31$338,739,166
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$284,891,837
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$284,891,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$17,500
Investment advisory and management fees2020-01-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$301,848,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$301,848,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$248,398,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$248,398,302
Value of interest in pooled separate accounts at end of year2020-01-31$25,096,117
Value of interest in pooled separate accounts at end of year2020-01-31$25,096,117
Value of interest in pooled separate accounts at beginning of year2020-01-31$25,582,186
Value of interest in pooled separate accounts at beginning of year2020-01-31$25,582,186
Interest on participant loans2020-01-31$93,241
Interest on participant loans2020-01-31$93,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$31,300,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$31,300,393
Net investment gain/loss from pooled separate accounts2020-01-31$678,356
Net investment gain/loss from pooled separate accounts2020-01-31$678,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$8,229,486
Contributions received in cash from employer2020-01-31$8,229,486
Employer contributions (assets) at end of year2020-01-31$6,339,977
Employer contributions (assets) at end of year2020-01-31$6,339,977
Employer contributions (assets) at beginning of year2020-01-31$5,974,973
Employer contributions (assets) at beginning of year2020-01-31$5,974,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$14,129,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$14,129,923
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm name2020-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2020-01-31520783935
Accountancy firm EIN2020-01-31520783935
2019 : EISNERAMPER LLP RETIREMENT PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : EISNERAMPER LLP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Total income from all sources (including contributions)2018-01-31$69,592,782
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$15,716,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$15,667,851
Value of total corrective distributions2018-01-31$6,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$22,839,519
Value of total assets at end of year2018-01-31$283,078,705
Value of total assets at beginning of year2018-01-31$229,202,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$42,738
Total interest from all sources2018-01-31$99,254
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$7,703,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$7,703,679
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$10,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$13,498,159
Participant contributions at end of year2018-01-31$1,728,795
Participant contributions at beginning of year2018-01-31$1,678,704
Participant contributions at end of year2018-01-31$2,917,100
Participant contributions at beginning of year2018-01-31$2,847,344
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$2,055,530
Administrative expenses (other) incurred2018-01-31$7,738
Total non interest bearing cash at end of year2018-01-31$1,919
Total non interest bearing cash at beginning of year2018-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$53,875,804
Value of net assets at end of year (total assets less liabilities)2018-01-31$283,078,705
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$229,202,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$246,776,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$194,073,672
Value of interest in pooled separate accounts at end of year2018-01-31$23,422,491
Value of interest in pooled separate accounts at beginning of year2018-01-31$22,394,878
Interest on participant loans2018-01-31$74,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$2,489,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$2,580,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$2,580,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$25,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$38,480,374
Net investment gain or loss from common/collective trusts2018-01-31$469,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$7,285,830
Employer contributions (assets) at end of year2018-01-31$5,741,775
Employer contributions (assets) at beginning of year2018-01-31$5,627,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$15,667,851
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2018-01-31520783935
2017 : EISNERAMPER LLP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$0
Total income from all sources (including contributions)2017-01-31$50,169,655
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$10,332,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$10,234,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$23,367,262
Value of total assets at end of year2017-01-31$229,202,901
Value of total assets at beginning of year2017-01-31$189,365,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$97,775
Total interest from all sources2017-01-31$73,471
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$4,860,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$4,860,040
Administrative expenses professional fees incurred2017-01-31$53,228
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$12,166,816
Participant contributions at end of year2017-01-31$1,678,704
Participant contributions at beginning of year2017-01-31$1,593,445
Participant contributions at end of year2017-01-31$2,847,344
Participant contributions at beginning of year2017-01-31$2,626,550
Income. Received or receivable in cash from other sources (including rollovers)2017-01-31$4,243,266
Administrative expenses (other) incurred2017-01-31$9,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$39,837,341
Value of net assets at end of year (total assets less liabilities)2017-01-31$229,202,901
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$189,365,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$194,073,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$155,908,517
Value of interest in pooled separate accounts at end of year2017-01-31$22,394,878
Value of interest in pooled separate accounts at beginning of year2017-01-31$20,162,994
Interest on participant loans2017-01-31$67,421
Value of interest in common/collective trusts at end of year2017-01-31$0
Value of interest in common/collective trusts at beginning of year2017-01-31$2,029,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$2,580,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$1,204,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$1,204,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$6,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$20,897,190
Net investment gain/loss from pooled separate accounts2017-01-31$419,721
Net investment gain or loss from common/collective trusts2017-01-31$551,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$6,957,180
Employer contributions (assets) at end of year2017-01-31$5,627,524
Employer contributions (assets) at beginning of year2017-01-31$5,840,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$10,234,539
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2017-01-31520783935
2016 : EISNERAMPER LLP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$0
Total income from all sources (including contributions)2016-01-31$13,434,473
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$14,796,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$14,737,870
Value of total corrective distributions2016-01-31$221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$19,233,163
Value of total assets at end of year2016-01-31$189,365,560
Value of total assets at beginning of year2016-01-31$190,727,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$58,239
Total interest from all sources2016-01-31$70,811
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$6,994,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$6,994,308
Administrative expenses professional fees incurred2016-01-31$18,006
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$10,386,029
Participant contributions at end of year2016-01-31$1,593,445
Participant contributions at beginning of year2016-01-31$1,700,961
Participant contributions at end of year2016-01-31$2,626,550
Participant contributions at beginning of year2016-01-31$2,769,200
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$1,909,648
Administrative expenses (other) incurred2016-01-31$5,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-1,361,857
Value of net assets at end of year (total assets less liabilities)2016-01-31$189,365,560
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$190,727,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$155,908,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$158,212,084
Value of interest in pooled separate accounts at end of year2016-01-31$20,162,994
Value of interest in pooled separate accounts at beginning of year2016-01-31$19,304,694
Interest on participant loans2016-01-31$69,889
Value of interest in common/collective trusts at end of year2016-01-31$2,029,104
Value of interest in common/collective trusts at beginning of year2016-01-31$2,133,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$1,204,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$798,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$798,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-12,753,405
Net investment gain/loss from pooled separate accounts2016-01-31$354,016
Net investment gain or loss from common/collective trusts2016-01-31$-464,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$6,937,486
Employer contributions (assets) at end of year2016-01-31$5,840,399
Employer contributions (assets) at beginning of year2016-01-31$5,808,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$14,737,870
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2016-01-31520783935
2015 : EISNERAMPER LLP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$0
Total income from all sources (including contributions)2015-01-31$29,681,082
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$15,509,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$15,465,162
Value of total corrective distributions2015-01-31$1,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$16,786,390
Value of total assets at end of year2015-01-31$190,727,417
Value of total assets at beginning of year2015-01-31$176,555,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$43,163
Total interest from all sources2015-01-31$73,858
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$6,633,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$6,633,282
Administrative expenses professional fees incurred2015-01-31$1,830
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$5,000,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$9,611,379
Participant contributions at end of year2015-01-31$1,700,961
Participant contributions at beginning of year2015-01-31$1,748,263
Participant contributions at end of year2015-01-31$2,769,200
Participant contributions at beginning of year2015-01-31$2,882,850
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$630,758
Administrative expenses (other) incurred2015-01-31$6,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$14,171,424
Value of net assets at end of year (total assets less liabilities)2015-01-31$190,727,417
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$176,555,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$158,212,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$143,703,020
Value of interest in pooled separate accounts at end of year2015-01-31$19,304,694
Value of interest in pooled separate accounts at beginning of year2015-01-31$19,625,753
Interest on participant loans2015-01-31$71,932
Value of interest in common/collective trusts at end of year2015-01-31$2,133,656
Value of interest in common/collective trusts at beginning of year2015-01-31$1,898,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$798,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$792,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$792,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$1,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$5,556,484
Net investment gain/loss from pooled separate accounts2015-01-31$544,078
Net investment gain or loss from common/collective trusts2015-01-31$86,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$6,544,253
Employer contributions (assets) at end of year2015-01-31$5,808,565
Employer contributions (assets) at beginning of year2015-01-31$5,905,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$15,465,162
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2015-01-31520783935
2014 : EISNERAMPER LLP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$39,785,735
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$13,855,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$13,798,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$18,176,603
Value of total assets at end of year2014-01-31$176,555,993
Value of total assets at beginning of year2014-01-31$150,625,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$56,713
Total interest from all sources2014-01-31$68,237
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$4,502,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$4,502,099
Administrative expenses professional fees incurred2014-01-31$3,858
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$5,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$9,540,987
Participant contributions at end of year2014-01-31$1,748,263
Participant contributions at beginning of year2014-01-31$1,563,735
Participant contributions at end of year2014-01-31$2,882,850
Participant contributions at beginning of year2014-01-31$2,740,500
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$1,813,999
Administrative expenses (other) incurred2014-01-31$9,105
Total non interest bearing cash at end of year2014-01-31$0
Total non interest bearing cash at beginning of year2014-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$25,930,215
Value of net assets at end of year (total assets less liabilities)2014-01-31$176,555,993
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$150,625,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$43,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$143,703,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$121,028,191
Value of interest in pooled separate accounts at end of year2014-01-31$19,625,753
Value of interest in pooled separate accounts at beginning of year2014-01-31$17,290,283
Interest on participant loans2014-01-31$68,140
Value of interest in common/collective trusts at end of year2014-01-31$1,898,116
Value of interest in common/collective trusts at beginning of year2014-01-31$1,724,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$792,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$613,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$613,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$16,810,927
Net investment gain/loss from pooled separate accounts2014-01-31$432,376
Net investment gain or loss from common/collective trusts2014-01-31$-204,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$6,821,617
Employer contributions (assets) at end of year2014-01-31$5,905,071
Employer contributions (assets) at beginning of year2014-01-31$5,664,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$13,798,807
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31SMITH ELLIOTT KEARNS & CO. LLC CPAS
Accountancy firm EIN2014-01-31520783935
2013 : EISNERAMPER LLP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total transfer of assets to this plan2013-01-31$6,015,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$31,219,314
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$13,550,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$13,502,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$16,691,794
Value of total assets at end of year2013-01-31$150,625,778
Value of total assets at beginning of year2013-01-31$126,941,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$47,272
Total interest from all sources2013-01-31$58,932
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$3,146,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$3,146,209
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$9,028,623
Participant contributions at end of year2013-01-31$1,563,735
Participant contributions at beginning of year2013-01-31$1,128,295
Participant contributions at end of year2013-01-31$2,740,500
Participant contributions at beginning of year2013-01-31$2,508,840
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$1,128,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$34,042
Administrative expenses (other) incurred2013-01-31$8,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$17,669,051
Value of net assets at end of year (total assets less liabilities)2013-01-31$150,625,778
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$126,941,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$39,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$121,028,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$99,532,619
Value of interest in pooled separate accounts at end of year2013-01-31$17,290,283
Interest on participant loans2013-01-31$58,712
Value of interest in common/collective trusts at end of year2013-01-31$1,724,353
Value of interest in common/collective trusts at beginning of year2013-01-31$18,845,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$613,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$220
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$10,844,411
Net investment gain/loss from pooled separate accounts2013-01-31$404,913
Net investment gain or loss from common/collective trusts2013-01-31$73,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$6,534,947
Employer contributions (assets) at end of year2013-01-31$5,664,946
Employer contributions (assets) at beginning of year2013-01-31$4,892,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$13,502,991
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2013-01-31520783935
2012 : EISNERAMPER LLP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$16,299,082
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$7,950,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$7,873,514
Value of total corrective distributions2012-01-31$14,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$15,198,759
Value of total assets at end of year2012-01-31$126,941,312
Value of total assets at beginning of year2012-01-31$118,592,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$62,206
Total interest from all sources2012-01-31$23,425
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$1,760,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$1,760,270
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$8,451,143
Participant contributions at end of year2012-01-31$1,128,295
Participant contributions at beginning of year2012-01-31$965,573
Participant contributions at end of year2012-01-31$2,508,840
Participant contributions at beginning of year2012-01-31$2,785,900
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$1,034,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$34,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$61,174
Administrative expenses (other) incurred2012-01-31$7,200
Total non interest bearing cash at beginning of year2012-01-31$300,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$8,348,481
Value of net assets at end of year (total assets less liabilities)2012-01-31$126,941,312
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$118,592,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$55,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$99,532,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$94,689,050
Interest on participant loans2012-01-31$23,425
Value of interest in common/collective trusts at end of year2012-01-31$18,845,453
Value of interest in common/collective trusts at beginning of year2012-01-31$16,317,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-1,227,089
Net investment gain or loss from common/collective trusts2012-01-31$543,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$5,713,278
Employer contributions (assets) at end of year2012-01-31$4,892,063
Employer contributions (assets) at beginning of year2012-01-31$3,473,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$7,873,514
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2012-01-31520783935
2011 : EISNERAMPER LLP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total transfer of assets to this plan2011-01-31$49,655,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$24,744,559
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$8,172,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$8,116,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$11,152,423
Value of total assets at end of year2011-01-31$118,592,831
Value of total assets at beginning of year2011-01-31$52,365,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$56,647
Total interest from all sources2011-01-31$52,876
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$1,154,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$1,154,959
Administrative expenses professional fees incurred2011-01-31$21,265
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$6,923,789
Participant contributions at end of year2011-01-31$965,573
Participant contributions at beginning of year2011-01-31$331,219
Participant contributions at end of year2011-01-31$2,785,900
Participant contributions at beginning of year2011-01-31$1,301,186
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$169,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$61,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$26,070
Administrative expenses (other) incurred2011-01-31$3,500
Total non interest bearing cash at end of year2011-01-31$300,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$16,571,633
Value of net assets at end of year (total assets less liabilities)2011-01-31$118,592,831
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$52,365,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$31,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$94,689,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$37,689,077
Interest on participant loans2011-01-31$52,876
Value of interest in common/collective trusts at end of year2011-01-31$16,317,117
Value of interest in common/collective trusts at beginning of year2011-01-31$10,502,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$11,621,335
Net investment gain or loss from common/collective trusts2011-01-31$762,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$4,058,947
Employer contributions (assets) at end of year2011-01-31$3,473,141
Employer contributions (assets) at beginning of year2011-01-31$2,515,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$8,116,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2011-01-31520783935
2010 : EISNERAMPER LLP RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for EISNERAMPER LLP RETIREMENT PLAN

2020: EISNERAMPER LLP RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: EISNERAMPER LLP RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: EISNERAMPER LLP RETIREMENT PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: EISNERAMPER LLP RETIREMENT PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: EISNERAMPER LLP RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: EISNERAMPER LLP RETIREMENT PLAN 2015 form 5500 responses
2015-02-01Type of plan entityMulitple employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: EISNERAMPER LLP RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entityMulitple employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: EISNERAMPER LLP RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: EISNERAMPER LLP RETIREMENT PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: EISNERAMPER LLP RETIREMENT PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: EISNERAMPER LLP RETIREMENT PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: EISNERAMPER LLP RETIREMENT PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered410
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered394
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered401
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered466
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered466
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered466
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered1067
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31534
Policy instance 1
Insurance contract or identification numberGA31534
Number of Individuals Covered1350
Insurance policy start date2012-03-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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