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Plan Name | EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | STEVEN DIFIORE | STEVEN DIFIORE | 2018-10-11 | |
004 | 2016-01-01 | STEVEN DIFIORE | STEVEN DIFIORE | 2017-10-12 | |
004 | 2015-01-01 | STEVEN DIFIORE | STEVEN DIFIORE | 2016-10-11 | |
004 | 2014-01-01 | STEVEN DIFIORE | STEVEN DIFIORE | 2015-10-14 | |
004 | 2013-01-01 | GEORGE P. SAPE | GEORGE P. SAPE | 2014-10-10 | |
004 | 2012-01-01 | GEORGE P. SAPE | GEORGE P. SAPE | 2013-10-08 | |
004 | 2011-01-01 | GEORGE SAPE | GEORGE SAPE | 2012-10-12 | |
004 | 2009-01-01 | GEORGE SAPE | GEORGE SAPE | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 50 |
Total of all active and inactive participants | 2022-01-01 | 148 |
Total participants | 2022-01-01 | 148 |
Number of participants with account balances | 2022-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 41 |
Total of all active and inactive participants | 2021-01-01 | 147 |
Total participants | 2021-01-01 | 147 |
Number of participants with account balances | 2021-01-01 | 147 |
2020: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 39 |
Total of all active and inactive participants | 2020-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 139 |
Number of participants with account balances | 2020-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 41 |
Total of all active and inactive participants | 2019-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 132 |
Number of participants with account balances | 2019-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 43 |
Total of all active and inactive participants | 2018-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 130 |
Number of participants with account balances | 2018-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 44 |
Total of all active and inactive participants | 2017-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 131 |
Number of participants with account balances | 2017-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 42 |
Total of all active and inactive participants | 2016-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 117 |
Number of participants with account balances | 2016-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 43 |
Total of all active and inactive participants | 2015-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 117 |
Number of participants with account balances | 2015-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 54 |
Total of all active and inactive participants | 2014-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 127 |
Number of participants with account balances | 2014-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 52 |
Total of all active and inactive participants | 2013-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 134 |
Number of participants with account balances | 2013-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 43 |
Total of all active and inactive participants | 2012-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 133 |
Number of participants with account balances | 2012-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 47 |
Total of all active and inactive participants | 2011-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 136 |
Number of participants with account balances | 2011-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 43 |
Total of all active and inactive participants | 2009-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 142 |
Number of participants with account balances | 2009-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
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 assets | 2022-12-31 | $-11,348,246 |
Total of all expenses incurred | 2022-12-31 | $6,564,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $58,144,302 |
Value of total assets at beginning of year | 2022-12-31 | $71,809,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $190,633 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $496,417 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $15,769 |
Other income not declared elsewhere | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $190,633 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,495,342 |
Interest on participant loans | 2022-12-31 | $943 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $47,463,281 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $58,144,302 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $835,448 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $104,689 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,596,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,373,573 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $63,417,867 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $74,766,113 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2022-12-31 | 130436940 |
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 assets | 2021-12-31 | $2,218 |
Total of all expenses incurred | 2021-12-31 | $2,632,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $71,809,840 |
Value of total assets at beginning of year | 2021-12-31 | $63,647,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $197,740 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $836,510 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $3,479,686 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $3,479,686 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $15,769 |
Participant contributions at beginning of year | 2021-12-31 | $22,959 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $197,740 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,495,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,122,380 |
Interest on participant loans | 2021-12-31 | $1,142 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $47,463,281 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $45,510,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $835,448 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $991,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $6,764,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,479,687 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $24 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,434,522 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $1,725,357 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $1,723,139 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2021-12-31 | 130436940 |
2020 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $50,995 |
Total of all expenses incurred | 2020-12-31 | $1,873,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $63,647,338 |
Value of total assets at beginning of year | 2020-12-31 | $54,513,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $159,778 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $597,593 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $3,105,800 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $3,105,800 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $22,959 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $9,726 |
Other income not declared elsewhere | 2020-12-31 | $7,529 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $159,778 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,122,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,478,089 |
Interest on participant loans | 2020-12-31 | $1,394 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $45,510,145 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $39,019,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $991,830 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $995,771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $6,327,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,105,800 |
Employer contributions (assets) at end of year | 2020-12-31 | $24 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,713,982 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,089,000 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $1,038,005 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2020-12-31 | 130436940 |
2019 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $38,862 |
Total loss/gain on sale of assets | 2019-12-31 | $38,862 |
Total of all expenses incurred | 2019-12-31 | $4,335,217 |
Total of all expenses incurred | 2019-12-31 | $4,335,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,186,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $54,513,035 |
Value of total assets at end of year | 2019-12-31 | $54,513,035 |
Value of total assets at beginning of year | 2019-12-31 | $46,398,136 |
Value of total assets at beginning of year | 2019-12-31 | $46,398,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $149,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $149,032 |
Total interest from all sources | 2019-12-31 | $18,629 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $2,798,131 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $2,798,131 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $19,764 |
Participant contributions at end of year | 2019-12-31 | $19,764 |
Participant contributions at beginning of year | 2019-12-31 | $11,047 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $9,726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $9,726 |
Other income not declared elsewhere | 2019-12-31 | $7,753 |
Other income not declared elsewhere | 2019-12-31 | $7,753 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $109,097 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,105,173 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $149,032 |
Investment advisory and management fees | 2019-12-31 | $149,032 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,478,089 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,478,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,467,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,467,920 |
Interest on participant loans | 2019-12-31 | $927 |
Interest on participant loans | 2019-12-31 | $927 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $39,019,411 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $39,019,411 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $35,667,227 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $35,667,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $995,771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $995,771 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $132,942 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $132,942 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $132,942 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $7,580,619 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $7,580,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,798,131 |
Contributions received in cash from employer | 2019-12-31 | $2,798,131 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,903 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,186,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,186,185 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $607,000 |
Aggregate proceeds on sale of assets | 2019-12-31 | $607,000 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $568,138 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $568,138 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm name | 2019-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2019-12-31 | 130436940 |
Accountancy firm EIN | 2019-12-31 | 130436940 |
2018 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-822,239 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-822,239 |
Total income from all sources (including contributions) | 2018-12-31 | $-202,702 |
Total loss/gain on sale of assets | 2018-12-31 | $-284,606 |
Total of all expenses incurred | 2018-12-31 | $3,250,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $46,398,136 |
Value of total assets at beginning of year | 2018-12-31 | $49,851,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $150,229 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $376,672 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $2,654,783 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $2,654,783 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $11,047 |
Participant contributions at beginning of year | 2018-12-31 | $14,821 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $4,792 |
Total non interest bearing cash at end of year | 2018-12-31 | $109,097 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $150,229 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,467,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,913,593 |
Interest on participant loans | 2018-12-31 | $585 |
Interest earned on other investments | 2018-12-31 | $65 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $35,667,227 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $38,239,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $132,942 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $677,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $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 accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,151,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,654,783 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,903 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,100,594 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,452,792 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,737,398 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2018-12-31 | 130436940 |
2017 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $760,265 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $303,273 |
Total of all expenses incurred | 2017-12-31 | $1,716,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $49,851,661 |
Value of total assets at beginning of year | 2017-12-31 | $42,194,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $132,027 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $288,324 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $2,557,604 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $2,557,604 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $14,821 |
Participant contributions at beginning of year | 2017-12-31 | $25,062 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $4,792 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $150 |
Other income not declared elsewhere | 2017-12-31 | $12,412 |
Administrative expenses (other) incurred | 2017-12-31 | $132,027 |
Total non interest bearing cash at end of year | 2017-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,913,593 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,411,196 |
Interest on participant loans | 2017-12-31 | $872 |
Interest earned on other investments | 2017-12-31 | $354 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $38,239,792 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $30,172,223 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $677,384 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $585,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $5,460,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,557,604 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,584,357 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $17,252 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,418,974 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,115,701 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2017-12-31 | 130436940 |
2016 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-48,495 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-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 assets | 2016-12-31 | $192,251 |
Total of all expenses incurred | 2016-12-31 | $744,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $42,194,065 |
Value of total assets at beginning of year | 2016-12-31 | $38,026,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $219,606 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $160,342 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $2,221,111 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,221,111 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $25,062 |
Participant contributions at beginning of year | 2016-12-31 | $21,964 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $150 |
Other income not declared elsewhere | 2016-12-31 | $4,222 |
Administrative expenses (other) incurred | 2016-12-31 | $40,410 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $179,196 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,411,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $30,994 |
Interest on participant loans | 2016-12-31 | $894 |
Interest earned on other investments | 2016-12-31 | $290 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $30,172,223 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $37,880,262 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $585,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $93,119 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $2,361,116 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,221,111 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $525,136 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $17,252 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $574,167 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $381,916 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2016-12-31 | 130436940 |
2015 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,974 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,974 |
Total income from all sources (including contributions) | 2015-12-31 | $2,584,040 |
Total loss/gain on sale of assets | 2015-12-31 | $855,680 |
Total of all expenses incurred | 2015-12-31 | $4,957,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $38,026,938 |
Value of total assets at beginning of year | 2015-12-31 | $40,400,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $280,327 |
Total interest from all sources | 2015-12-31 | $1,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,150,179 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,150,179 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $21,964 |
Participant contributions at beginning of year | 2015-12-31 | $32,702 |
Other income not declared elsewhere | 2015-12-31 | $438 |
Administrative expenses (other) incurred | 2015-12-31 | $22,246 |
Total non interest bearing cash at end of year | 2015-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $258,081 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $30,994 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $78,388 |
Interest on participant loans | 2015-12-31 | $1,173 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $37,880,262 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $40,161,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $93,119 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $127,694 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-419,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,150,179 |
Employer contributions (assets) at end of year | 2015-12-31 | $598 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,677,582 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $4,921,043 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $4,065,363 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2015-12-31 | 130436940 |
2014 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $5,979 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $414,294 |
Total of all expenses incurred | 2014-12-31 | $2,844,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $40,400,807 |
Value of total assets at beginning of year | 2014-12-31 | $37,924,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $288,731 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,251,587 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,251,587 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $32,702 |
Participant contributions at beginning of year | 2014-12-31 | $31,830 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $6,835 |
Administrative expenses (other) incurred | 2014-12-31 | $21,755 |
Total non interest bearing cash at end of year | 2014-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $266,976 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $78,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $111,075 |
Interest on participant loans | 2014-12-31 | $1,580 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $40,161,701 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $37,669,154 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $127,694 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $111,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $2,654,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,251,587 |
Employer contributions (assets) at end of year | 2014-12-31 | $321 |
Income. Dividends from common stock | 2014-12-31 | $5 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,555,604 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $427 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,904,301 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,490,007 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2014-12-31 | 130436940 |
2013 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-10 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $1,344,900 |
Total of all expenses incurred | 2013-12-31 | $1,907,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $37,924,143 |
Value of total assets at beginning of year | 2013-12-31 | $32,188,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $228,577 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $199,413 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,399,411 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,399,411 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $31,830 |
Participant contributions at beginning of year | 2013-12-31 | $47,557 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $6,718 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $6,835 |
Administrative expenses (other) incurred | 2013-12-31 | $10,940 |
Total non interest bearing cash at end of year | 2013-12-31 | $2 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $217,290 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $111,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,959,781 |
Interest on participant loans | 2013-12-31 | $1,762 |
Income. Interest from US Government securities | 2013-12-31 | $28,331 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $37,669,154 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $111,655 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,823,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $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 trusts | 2013-12-31 | $3,371,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $2,399,411 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,412 |
Income. Dividends from common stock | 2013-12-31 | $277,534 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,678,950 |
Contract administrator fees | 2013-12-31 | $347 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $427 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $14,330,240 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $44,251,876 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $42,906,976 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2013-12-31 | 130436940 |
2012 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,153,974 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $1,310,623 |
Total of all expenses incurred | 2012-12-31 | $2,027,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $32,188,510 |
Value of total assets at beginning of year | 2012-12-31 | $29,377,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $300,216 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $424,415 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Minimum employer required contribution for this plan year | 2012-12-31 | $2,436,141 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,436,141 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $47,557 |
Participant contributions at beginning of year | 2012-12-31 | $25,168 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $6,718 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8,488 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $12,798 |
Total non interest bearing cash at end of year | 2012-12-31 | $8,608 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $286,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,959,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,242,336 |
Interest on participant loans | 2012-12-31 | $1,242 |
Income. Interest from US Government securities | 2012-12-31 | $65,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,823,950 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $800,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $2,010,244 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,436,141 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,412 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,497 |
Income. Dividends from common stock | 2012-12-31 | $376,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,727,385 |
Contract administrator fees | 2012-12-31 | $653 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $14,330,240 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $13,323,718 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $14,696,071 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $13,385,448 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2012-12-31 | 130436940 |
2011 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-261,404 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $-422,603 |
Total of all expenses incurred | 2011-12-31 | $1,234,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $29,377,391 |
Value of total assets at beginning of year | 2011-12-31 | $28,781,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $296,796 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $793,609 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Minimum employer required contribution for this plan year | 2011-12-31 | $2,395,143 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $2,395,143 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $25,168 |
Participant contributions at beginning of year | 2011-12-31 | $44,273 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8,488 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,262 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $15,081 |
Total non interest bearing cash at end of year | 2011-12-31 | $20,508 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $281,252 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,242,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,820,843 |
Interest on participant loans | 2011-12-31 | $1,819 |
Income. Interest from US Government securities | 2011-12-31 | $55,566 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $800,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,028,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $1,950,762 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,395,143 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,497 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $173 |
Income. Dividends from common stock | 2011-12-31 | $281,364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $938,180 |
Contract administrator fees | 2011-12-31 | $463 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $13,323,718 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $11,839,546 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $14,828,933 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $15,251,536 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2011-12-31 | 130436940 |
2010 : EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,716,854 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $-221,339 |
Total of all expenses incurred | 2010-12-31 | $3,948,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $28,781,458 |
Value of total assets at beginning of year | 2010-12-31 | $26,943,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $235,216 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $526,280 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $2,653,780 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $2,653,780 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $44,273 |
Participant contributions at beginning of year | 2010-12-31 | $72,879 |
Participant contributions at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $12,262 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,668 |
Administrative expenses (other) incurred | 2010-12-31 | $9,942 |
Total non interest bearing cash at end of year | 2010-12-31 | $19,258 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $224,594 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,820,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,258,056 |
Interest on participant loans | 2010-12-31 | $3,036 |
Income. Interest from US Government securities | 2010-12-31 | $85,217 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,028,328 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,235,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $2,016,775 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,653,780 |
Employer contributions (assets) at end of year | 2010-12-31 | $173 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,768 |
Income. Dividends from common stock | 2010-12-31 | $203,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,712,888 |
Contract administrator fees | 2010-12-31 | $680 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $11,839,546 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $10,871,864 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $14,900,611 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $15,121,950 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ANCHIN BLOCK & ANCHIN LLP |
Accountancy firm EIN | 2010-12-31 | 130436940 |
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 securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $2,690,579 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,690,579 |
2022: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EPSTEIN BECKER & GREEN, P.C. TARGET BENEFIT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |