SHAMBERG MARWELL HOLLIS ANDREYCAK & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C.
| Measure | Date | Value |
|---|
| 2025 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-03-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-07 | 3530507 |
| Net assets as of the end of the plan year | 2025-03-07 | 0 |
| Total assets as of the beginning of the plan year | 2025-03-07 | 3207666 |
| Value of plan covered by a fidelity bond | 2025-03-07 | 360000 |
| Participant contributions to plan in this plan year | 2025-03-07 | 49743 |
| Other contributions to plan in this plan year | 2025-03-07 | 0 |
| Other income to plan in this plan year | 2025-03-07 | 253288 |
| Plan net income in this plan year | 2025-03-07 | -3207666 |
| Net assets as of the end of the plan year | 2025-03-07 | 0 |
| Net assets as of the beginning of the plan year | 2025-03-07 | 3207666 |
| Employer contributions to plan in this plan year | 2025-03-07 | 19810 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-07 | 2880 |
| 2024 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-28 | 70902 |
| Net assets as of the end of the plan year | 2024-06-28 | 3207666 |
| Total assets as of the beginning of the plan year | 2024-06-28 | 2604796 |
| Value of plan covered by a fidelity bond | 2024-06-28 | 360000 |
| Participant contributions to plan in this plan year | 2024-06-28 | 206674 |
| Other income to plan in this plan year | 2024-06-28 | 383135 |
| Plan net income in this plan year | 2024-06-28 | 602870 |
| Net assets as of the end of the plan year | 2024-06-28 | 3207666 |
| Net assets as of the beginning of the plan year | 2024-06-28 | 2604796 |
| Employer contributions to plan in this plan year | 2024-06-28 | 83963 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-28 | 275 |
| 2016 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $264,867 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $78,976 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $60,023 |
| Total plan assets at end of year | 2016-12-31 | $2,098,999 |
| Total plan assets at beginning of year | 2016-12-31 | $1,913,108 |
| Value of fidelity bond covering the plan | 2016-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $154,908 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $500 |
| Other income received | 2016-12-31 | $101,708 |
| Net income (gross income less expenses) | 2016-12-31 | $185,891 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,098,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,913,108 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,751 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $10,862 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,091 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $141,021 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,959 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,913,108 |
| Total plan assets at beginning of year | 2015-12-31 | $1,782,046 |
| Value of fidelity bond covering the plan | 2015-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $147,183 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-12,763 |
| Net income (gross income less expenses) | 2015-12-31 | $131,062 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,913,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,782,046 |
| Assets. Value of participant loans | 2015-12-31 | $6,667 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,601 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $2,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,610 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $165,382 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $7,745 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $506 |
| Total plan assets at end of year | 2014-12-31 | $1,782,046 |
| Total plan assets at beginning of year | 2014-12-31 | $1,624,409 |
| Value of fidelity bond covering the plan | 2014-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $108,881 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $50,016 |
| Net income (gross income less expenses) | 2014-12-31 | $157,637 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,782,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,624,409 |
| Assets. Value of participant loans | 2014-12-31 | $3,084 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $6,485 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,239 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $322,279 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,637 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,160 |
| Total plan assets at end of year | 2013-12-31 | $1,624,409 |
| Total plan assets at beginning of year | 2013-12-31 | $1,311,767 |
| Value of fidelity bond covering the plan | 2013-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $118,773 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $195,726 |
| Net income (gross income less expenses) | 2013-12-31 | $312,642 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,624,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,311,767 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,780 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,477 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2009 : SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 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: SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHAMBERG MARWELL HOLLIS ANDREYCAK & LAIDLAW, P.C. 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
