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EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 401k Plan overview

Plan NameEPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN
Plan identification number 004

EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan

401k Sponsoring company profile

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

Company Name:EPSTEIN BECKER & GREEN, P.C.
Employer identification number (EIN):133031033
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about EPSTEIN BECKER & GREEN, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1980-06-23
Company Identification Number: 635195
Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
12207

More information about EPSTEIN BECKER & GREEN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01STEVEN DIFIORE STEVEN DIFIORE2018-10-11
0042016-01-01STEVEN DIFIORE STEVEN DIFIORE2017-10-12
0042015-01-01STEVEN DIFIORE STEVEN DIFIORE2016-10-11
0042014-01-01STEVEN DIFIORE STEVEN DIFIORE2015-10-14
0042013-01-01GEORGE P. SAPE GEORGE P. SAPE2014-10-10
0042012-01-01GEORGE P. SAPE GEORGE P. SAPE2013-10-08
0042011-01-01GEORGE SAPE GEORGE SAPE2012-10-12
0042009-01-01GEORGE SAPE GEORGE SAPE2010-10-14

Plan Statistics for EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN

401k plan membership statisitcs for EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN

Measure Date Value
2022: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01148
Total participants2022-01-01148
Number of participants with account balances2022-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01147
Total participants2021-01-01147
Number of participants with account balances2021-01-01147
2020: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01139
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01139
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01132
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-0175
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01133
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01142
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN

Measure Date Value
2022 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,101,332
Total loss/gain on sale of assets2022-12-31$-11,348,246
Total of all expenses incurred2022-12-31$6,564,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,373,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,596,850
Value of total assets at end of year2022-12-31$58,144,302
Value of total assets at beginning of year2022-12-31$71,809,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$190,633
Total interest from all sources2022-12-31$42,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$496,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$496,417
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$15,769
Other income not declared elsewhere2022-12-31$6,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,665,538
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,144,302
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,809,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$190,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,495,342
Interest on participant loans2022-12-31$943
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$47,463,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$58,144,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$835,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$835,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$41,633
Net investment gain or loss from common/collective trusts2022-12-31$104,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,596,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,373,573
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$63,417,867
Aggregate carrying amount (costs) on sale of assets2022-12-31$74,766,113
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2022-12-31130436940
2021 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,794,764
Total loss/gain on sale of assets2021-12-31$2,218
Total of all expenses incurred2021-12-31$2,632,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,434,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,479,687
Value of total assets at end of year2021-12-31$71,809,840
Value of total assets at beginning of year2021-12-31$63,647,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$197,740
Total interest from all sources2021-12-31$1,986
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$836,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$836,510
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,479,686
Amount contributed by the employer to the plan for this plan year2021-12-31$3,479,686
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$15,769
Participant contributions at beginning of year2021-12-31$22,959
Other income not declared elsewhere2021-12-31$9,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,162,502
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,809,840
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,647,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$197,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,495,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,122,380
Interest on participant loans2021-12-31$1,142
Value of interest in common/collective trusts at end of year2021-12-31$47,463,281
Value of interest in common/collective trusts at beginning of year2021-12-31$45,510,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$835,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$991,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$991,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-299,159
Net investment gain or loss from common/collective trusts2021-12-31$6,764,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,479,687
Employer contributions (assets) at beginning of year2021-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,434,522
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,725,357
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,723,139
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2021-12-31130436940
2020 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,726
Total income from all sources (including contributions)2020-12-31$11,017,789
Total loss/gain on sale of assets2020-12-31$50,995
Total of all expenses incurred2020-12-31$1,873,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,713,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,105,800
Value of total assets at end of year2020-12-31$63,647,338
Value of total assets at beginning of year2020-12-31$54,513,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$159,778
Total interest from all sources2020-12-31$9,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$597,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$597,593
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,105,800
Amount contributed by the employer to the plan for this plan year2020-12-31$3,105,800
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$22,959
Participant contributions at beginning of year2020-12-31$19,764
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,726
Other income not declared elsewhere2020-12-31$7,529
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,144,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,647,338
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,503,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$159,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,122,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,478,089
Interest on participant loans2020-12-31$1,394
Value of interest in common/collective trusts at end of year2020-12-31$45,510,145
Value of interest in common/collective trusts at beginning of year2020-12-31$39,019,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$991,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$995,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$995,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$918,455
Net investment gain or loss from common/collective trusts2020-12-31$6,327,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,105,800
Employer contributions (assets) at end of year2020-12-31$24
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,713,982
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,089,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,038,005
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2020-12-31130436940
2019 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,440,390
Total income from all sources (including contributions)2019-12-31$12,440,390
Total loss/gain on sale of assets2019-12-31$38,862
Total loss/gain on sale of assets2019-12-31$38,862
Total of all expenses incurred2019-12-31$4,335,217
Total of all expenses incurred2019-12-31$4,335,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,186,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,186,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,798,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,798,131
Value of total assets at end of year2019-12-31$54,513,035
Value of total assets at end of year2019-12-31$54,513,035
Value of total assets at beginning of year2019-12-31$46,398,136
Value of total assets at beginning of year2019-12-31$46,398,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$149,032
Total interest from all sources2019-12-31$18,629
Total interest from all sources2019-12-31$18,629
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$529,506
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$529,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$529,506
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$529,506
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,798,131
Amount contributed by the employer to the plan for this plan year2019-12-31$2,798,131
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$19,764
Participant contributions at end of year2019-12-31$19,764
Participant contributions at beginning of year2019-12-31$11,047
Participant contributions at beginning of year2019-12-31$11,047
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,726
Other income not declared elsewhere2019-12-31$7,753
Other income not declared elsewhere2019-12-31$7,753
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$109,097
Total non interest bearing cash at beginning of year2019-12-31$109,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,105,173
Value of net income/loss2019-12-31$8,105,173
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,503,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,503,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,398,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,398,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$149,032
Investment advisory and management fees2019-12-31$149,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,478,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,478,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,467,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,467,920
Interest on participant loans2019-12-31$927
Interest on participant loans2019-12-31$927
Value of interest in common/collective trusts at end of year2019-12-31$39,019,411
Value of interest in common/collective trusts at end of year2019-12-31$39,019,411
Value of interest in common/collective trusts at beginning of year2019-12-31$35,667,227
Value of interest in common/collective trusts at beginning of year2019-12-31$35,667,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$995,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$995,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$132,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$132,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$132,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$132,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,702
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,466,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,466,890
Net investment gain or loss from common/collective trusts2019-12-31$7,580,619
Net investment gain or loss from common/collective trusts2019-12-31$7,580,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,798,131
Contributions received in cash from employer2019-12-31$2,798,131
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$9,903
Employer contributions (assets) at beginning of year2019-12-31$9,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,186,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,186,185
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$607,000
Aggregate proceeds on sale of assets2019-12-31$607,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$568,138
Aggregate carrying amount (costs) on sale of assets2019-12-31$568,138
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm name2019-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2019-12-31130436940
Accountancy firm EIN2019-12-31130436940
2018 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-822,239
Total unrealized appreciation/depreciation of assets2018-12-31$-822,239
Total income from all sources (including contributions)2018-12-31$-202,702
Total loss/gain on sale of assets2018-12-31$-284,606
Total of all expenses incurred2018-12-31$3,250,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,100,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,654,783
Value of total assets at end of year2018-12-31$46,398,136
Value of total assets at beginning of year2018-12-31$49,851,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,229
Total interest from all sources2018-12-31$14,548
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$376,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$376,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,654,783
Amount contributed by the employer to the plan for this plan year2018-12-31$2,654,783
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$11,047
Participant contributions at beginning of year2018-12-31$14,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,792
Total non interest bearing cash at end of year2018-12-31$109,097
Total non interest bearing cash at beginning of year2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,453,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,398,136
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,851,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$150,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,467,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,913,593
Interest on participant loans2018-12-31$585
Interest earned on other investments2018-12-31$65
Value of interest in common/collective trusts at end of year2018-12-31$35,667,227
Value of interest in common/collective trusts at beginning of year2018-12-31$38,239,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$132,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$677,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$677,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,898
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$9,705
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-2,151,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,654,783
Employer contributions (assets) at end of year2018-12-31$9,903
Employer contributions (assets) at beginning of year2018-12-31$1,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,100,594
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,452,792
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,737,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2018-12-31130436940
2017 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$760,265
Total unrealized appreciation/depreciation of assets2017-12-31$760,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,402
Total income from all sources (including contributions)2017-12-31$9,391,382
Total loss/gain on sale of assets2017-12-31$303,273
Total of all expenses incurred2017-12-31$1,716,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,584,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,557,604
Value of total assets at end of year2017-12-31$49,851,661
Value of total assets at beginning of year2017-12-31$42,194,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,027
Total interest from all sources2017-12-31$8,734
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$288,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$288,324
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,557,604
Amount contributed by the employer to the plan for this plan year2017-12-31$2,557,604
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$14,821
Participant contributions at beginning of year2017-12-31$25,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$150
Other income not declared elsewhere2017-12-31$12,412
Administrative expenses (other) incurred2017-12-31$132,027
Total non interest bearing cash at end of year2017-12-31$1
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,674,998
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,851,661
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,176,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,913,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,411,196
Interest on participant loans2017-12-31$872
Interest earned on other investments2017-12-31$354
Value of interest in common/collective trusts at end of year2017-12-31$38,239,792
Value of interest in common/collective trusts at beginning of year2017-12-31$30,172,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$677,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$585,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$585,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$5,460,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,557,604
Employer contributions (assets) at end of year2017-12-31$1,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,584,357
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$17,252
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,418,974
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,115,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2017-12-31130436940
2016 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-48,495
Total unrealized appreciation/depreciation of assets2016-12-31$-48,495
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,402
Total income from all sources (including contributions)2016-12-31$4,894,467
Total loss/gain on sale of assets2016-12-31$192,251
Total of all expenses incurred2016-12-31$744,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$525,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,221,111
Value of total assets at end of year2016-12-31$42,194,065
Value of total assets at beginning of year2016-12-31$38,026,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$219,606
Total interest from all sources2016-12-31$3,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$160,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$160,342
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,221,111
Amount contributed by the employer to the plan for this plan year2016-12-31$2,221,111
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$25,062
Participant contributions at beginning of year2016-12-31$21,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$150
Other income not declared elsewhere2016-12-31$4,222
Administrative expenses (other) incurred2016-12-31$40,410
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,149,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,176,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,026,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$179,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,411,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,994
Interest on participant loans2016-12-31$894
Interest earned on other investments2016-12-31$290
Value of interest in common/collective trusts at end of year2016-12-31$30,172,223
Value of interest in common/collective trusts at beginning of year2016-12-31$37,880,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$585,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$93,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$93,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,736
Net investment gain or loss from common/collective trusts2016-12-31$2,361,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,221,111
Employer contributions (assets) at beginning of year2016-12-31$598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$525,136
Liabilities. Value of benefit claims payable at end of year2016-12-31$17,252
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$574,167
Aggregate carrying amount (costs) on sale of assets2016-12-31$381,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2016-12-31130436940
2015 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,974
Total unrealized appreciation/depreciation of assets2015-12-31$-3,974
Total income from all sources (including contributions)2015-12-31$2,584,040
Total loss/gain on sale of assets2015-12-31$855,680
Total of all expenses incurred2015-12-31$4,957,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,677,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,150,179
Value of total assets at end of year2015-12-31$38,026,938
Value of total assets at beginning of year2015-12-31$40,400,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$280,327
Total interest from all sources2015-12-31$1,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,150,179
Amount contributed by the employer to the plan for this plan year2015-12-31$2,150,179
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$21,964
Participant contributions at beginning of year2015-12-31$32,702
Other income not declared elsewhere2015-12-31$438
Administrative expenses (other) incurred2015-12-31$22,246
Total non interest bearing cash at end of year2015-12-31$1
Total non interest bearing cash at beginning of year2015-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,373,869
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,026,938
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,400,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$258,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,388
Interest on participant loans2015-12-31$1,173
Value of interest in common/collective trusts at end of year2015-12-31$37,880,262
Value of interest in common/collective trusts at beginning of year2015-12-31$40,161,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$93,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$127,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$127,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Net investment gain or loss from common/collective trusts2015-12-31$-419,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,150,179
Employer contributions (assets) at end of year2015-12-31$598
Employer contributions (assets) at beginning of year2015-12-31$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,677,582
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,921,043
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,065,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2015-12-31130436940
2014 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,979
Total unrealized appreciation/depreciation of assets2014-12-31$5,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,835
Total income from all sources (including contributions)2014-12-31$5,327,834
Total loss/gain on sale of assets2014-12-31$414,294
Total of all expenses incurred2014-12-31$2,844,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,555,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,251,587
Value of total assets at end of year2014-12-31$40,400,807
Value of total assets at beginning of year2014-12-31$37,924,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$288,731
Total interest from all sources2014-12-31$1,584
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,251,587
Amount contributed by the employer to the plan for this plan year2014-12-31$2,251,587
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$32,702
Participant contributions at beginning of year2014-12-31$31,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,835
Administrative expenses (other) incurred2014-12-31$21,755
Total non interest bearing cash at end of year2014-12-31$1
Total non interest bearing cash at beginning of year2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,483,499
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,400,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,917,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$266,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$111,075
Interest on participant loans2014-12-31$1,580
Value of interest in common/collective trusts at end of year2014-12-31$40,161,701
Value of interest in common/collective trusts at beginning of year2014-12-31$37,669,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$127,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$111,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$111,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Net investment gain or loss from common/collective trusts2014-12-31$2,654,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,251,587
Employer contributions (assets) at end of year2014-12-31$321
Income. Dividends from common stock2014-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,555,604
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$427
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,904,301
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,490,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2014-12-31130436940
2013 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-10
Total unrealized appreciation/depreciation of assets2013-12-31$-10
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,835
Total income from all sources (including contributions)2013-12-31$7,636,325
Total loss/gain on sale of assets2013-12-31$1,344,900
Total of all expenses incurred2013-12-31$1,907,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,678,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,399,411
Value of total assets at end of year2013-12-31$37,924,143
Value of total assets at beginning of year2013-12-31$32,188,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$228,577
Total interest from all sources2013-12-31$30,131
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$476,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$199,413
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,399,411
Amount contributed by the employer to the plan for this plan year2013-12-31$2,399,411
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$31,830
Participant contributions at beginning of year2013-12-31$47,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,835
Administrative expenses (other) incurred2013-12-31$10,940
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$8,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,728,798
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,917,308
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,188,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$217,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$111,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,959,781
Interest on participant loans2013-12-31$1,762
Income. Interest from US Government securities2013-12-31$28,331
Value of interest in common/collective trusts at end of year2013-12-31$37,669,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$111,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,823,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,823,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38
Asset value of US Government securities at beginning of year2013-12-31$2,010,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,936
Net investment gain or loss from common/collective trusts2013-12-31$3,371,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,399,411
Employer contributions (assets) at beginning of year2013-12-31$1,412
Income. Dividends from common stock2013-12-31$277,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,678,950
Contract administrator fees2013-12-31$347
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$427
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$14,330,240
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$44,251,876
Aggregate carrying amount (costs) on sale of assets2013-12-31$42,906,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2013-12-31130436940
2012 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,153,974
Total unrealized appreciation/depreciation of assets2012-12-31$1,153,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,838,720
Total loss/gain on sale of assets2012-12-31$1,310,623
Total of all expenses incurred2012-12-31$2,027,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,727,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,436,141
Value of total assets at end of year2012-12-31$32,188,510
Value of total assets at beginning of year2012-12-31$29,377,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$300,216
Total interest from all sources2012-12-31$66,552
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$801,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$424,415
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Minimum employer required contribution for this plan year2012-12-31$2,436,141
Amount contributed by the employer to the plan for this plan year2012-12-31$2,436,141
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$47,557
Participant contributions at beginning of year2012-12-31$25,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$12,798
Total non interest bearing cash at end of year2012-12-31$8,608
Total non interest bearing cash at beginning of year2012-12-31$20,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,811,119
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,188,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,377,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$286,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,959,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,242,336
Interest on participant loans2012-12-31$1,242
Income. Interest from US Government securities2012-12-31$65,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,823,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$800,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$800,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$118
Asset value of US Government securities at end of year2012-12-31$2,010,244
Asset value of US Government securities at beginning of year2012-12-31$1,950,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-929,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,436,141
Employer contributions (assets) at end of year2012-12-31$1,412
Employer contributions (assets) at beginning of year2012-12-31$5,497
Income. Dividends from common stock2012-12-31$376,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,727,385
Contract administrator fees2012-12-31$653
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$14,330,240
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$13,323,718
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,696,071
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,385,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2012-12-31130436940
2011 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-261,404
Total unrealized appreciation/depreciation of assets2011-12-31$-261,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,830,909
Total loss/gain on sale of assets2011-12-31$-422,603
Total of all expenses incurred2011-12-31$1,234,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$938,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,395,143
Value of total assets at end of year2011-12-31$29,377,391
Value of total assets at beginning of year2011-12-31$28,781,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$296,796
Total interest from all sources2011-12-31$57,627
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,074,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$793,609
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$2,395,143
Amount contributed by the employer to the plan for this plan year2011-12-31$2,395,143
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$25,168
Participant contributions at beginning of year2011-12-31$44,273
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$15,081
Total non interest bearing cash at end of year2011-12-31$20,508
Total non interest bearing cash at beginning of year2011-12-31$19,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$595,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,377,391
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,781,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$281,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,242,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,820,843
Interest on participant loans2011-12-31$1,819
Income. Interest from US Government securities2011-12-31$55,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$800,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,028,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,028,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$242
Asset value of US Government securities at end of year2011-12-31$1,950,762
Asset value of US Government securities at beginning of year2011-12-31$2,016,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,012,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,395,143
Employer contributions (assets) at end of year2011-12-31$5,497
Employer contributions (assets) at beginning of year2011-12-31$173
Income. Dividends from common stock2011-12-31$281,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$938,180
Contract administrator fees2011-12-31$463
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$13,323,718
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$11,839,546
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$14,828,933
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,251,536
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2011-12-31130436940
2010 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,716,854
Total unrealized appreciation/depreciation of assets2010-12-31$1,716,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,786,543
Total loss/gain on sale of assets2010-12-31$-221,339
Total of all expenses incurred2010-12-31$3,948,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,712,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,653,780
Value of total assets at end of year2010-12-31$28,781,458
Value of total assets at beginning of year2010-12-31$26,943,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$235,216
Total interest from all sources2010-12-31$88,677
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$729,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$526,280
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,653,780
Amount contributed by the employer to the plan for this plan year2010-12-31$2,653,780
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$44,273
Participant contributions at beginning of year2010-12-31$72,879
Participant contributions at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,668
Administrative expenses (other) incurred2010-12-31$9,942
Total non interest bearing cash at end of year2010-12-31$19,258
Total non interest bearing cash at beginning of year2010-12-31$221,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,838,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,781,458
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,943,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$224,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,820,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,258,056
Interest on participant loans2010-12-31$3,036
Income. Interest from US Government securities2010-12-31$85,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,028,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,235,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,235,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$424
Asset value of US Government securities at end of year2010-12-31$2,016,775
Asset value of US Government securities at beginning of year2010-12-31$2,263,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$818,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,653,780
Employer contributions (assets) at end of year2010-12-31$173
Employer contributions (assets) at beginning of year2010-12-31$5,768
Income. Dividends from common stock2010-12-31$203,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,712,888
Contract administrator fees2010-12-31$680
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$11,839,546
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,871,864
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$14,900,611
Aggregate carrying amount (costs) on sale of assets2010-12-31$15,121,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2010-12-31130436940
2009 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,690,579
Amount contributed by the employer to the plan for this plan year2009-12-31$2,690,579

Form 5500 Responses for EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN

2022: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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