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EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 401k Plan overview

Plan NameEPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN
Plan identification number 006

EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

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

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01STEVEN DI FIORE
0062016-01-01STEVEN DI FIORE
0062015-01-01STEVEN DI FIORE
0062014-01-01STEVEN DI FIORE
0062013-01-01GEORGE P. SAPE
0062012-01-01GEORGE P. SAPE
0062011-01-01GEORGE P. SAPE
0062010-01-01GEORGE P. SAPE
0062009-01-01GEORGE SAPE

Plan Statistics for EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

401k plan membership statisitcs for EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

Measure Date Value
2022: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01346
Number of participants with account balances2022-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01286
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01181
Total of all active and inactive participants2021-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01316
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01291
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01151
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01286
Number of participants with account balances2020-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01291
Number of participants with account balances2019-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01296
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01275
Number of participants with account balances2018-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01260
Number of participants with account balances2017-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01244
Number of participants with account balances2016-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01105
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01233
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01218
Number of participants with account balances2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01228
Number of participants with account balances2012-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01259
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01260
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01104
Total of all active and inactive participants2010-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01259
Number of participants with account balances2010-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01286
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01260
Number of participants with account balances2009-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

Measure Date Value
2022 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,580,995
Total of all expenses incurred2022-12-31$3,069,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,027,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,356,398
Value of total assets at end of year2022-12-31$31,814,357
Value of total assets at beginning of year2022-12-31$40,464,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,804
Total interest from all sources2022-12-31$41,523
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$544,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$544,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,128,589
Participant contributions at end of year2022-12-31$204,342
Participant contributions at beginning of year2022-12-31$254,811
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$227,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$29
Administrative expenses (other) incurred2022-12-31$41,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,650,415
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,814,357
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,464,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,036,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,332,068
Interest on participant loans2022-12-31$11,716
Interest earned on other investments2022-12-31$29,807
Value of interest in common/collective trusts at end of year2022-12-31$12,032,918
Value of interest in common/collective trusts at beginning of year2022-12-31$4,332,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,539,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,545,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,558,311
Net investment gain or loss from common/collective trusts2022-12-31$-1,964,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,027,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2022-12-31130436940
2021 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,953,717
Total of all expenses incurred2021-12-31$2,692,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,640,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,060,967
Value of total assets at end of year2021-12-31$40,464,772
Value of total assets at beginning of year2021-12-31$35,203,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,231
Total interest from all sources2021-12-31$40,520
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$716,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$716,214
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,868,767
Participant contributions at end of year2021-12-31$254,811
Participant contributions at beginning of year2021-12-31$276,251
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$192,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$50
Other income not declared elsewhere2021-12-31$2,674
Administrative expenses (other) incurred2021-12-31$52,231
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,261,444
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,464,772
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,203,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,332,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,347,059
Interest on participant loans2021-12-31$10,999
Interest earned on other investments2021-12-31$29,521
Value of interest in common/collective trusts at end of year2021-12-31$4,332,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,545,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,579,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,180,333
Net investment gain or loss from common/collective trusts2021-12-31$-46,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,640,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2021-12-31130436940
2020 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,545,570
Total of all expenses incurred2020-12-31$982,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$950,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,817,527
Value of total assets at end of year2020-12-31$35,203,328
Value of total assets at beginning of year2020-12-31$29,640,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,294
Total interest from all sources2020-12-31$19,368
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$461,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$461,844
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,650,825
Participant contributions at end of year2020-12-31$276,251
Participant contributions at beginning of year2020-12-31$180,220
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$135,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$70
Administrative expenses (other) incurred2020-12-31$32,294
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$5,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,562,969
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,203,328
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,640,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,347,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,454,891
Interest on participant loans2020-12-31$10,990
Interest earned on other investments2020-12-31$8,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,579,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,246,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$950,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2020-12-31130436940
2019 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,520,942
Total of all expenses incurred2019-12-31$1,288,337
Total of all expenses incurred2019-12-31$1,288,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,247,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,829,168
Value of total assets at end of year2019-12-31$29,640,359
Value of total assets at end of year2019-12-31$29,640,359
Value of total assets at beginning of year2019-12-31$23,407,754
Value of total assets at beginning of year2019-12-31$23,407,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,746
Total interest from all sources2019-12-31$9,064
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$534,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$534,393
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,595,755
Contributions received from participants2019-12-31$1,595,755
Participant contributions at end of year2019-12-31$180,220
Participant contributions at end of year2019-12-31$180,220
Participant contributions at beginning of year2019-12-31$147,472
Participant contributions at beginning of year2019-12-31$147,472
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$233,413
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$233,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$88
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$88
Administrative expenses (other) incurred2019-12-31$40,746
Administrative expenses (other) incurred2019-12-31$40,746
Total non interest bearing cash at end of year2019-12-31$5,117
Total non interest bearing cash at end of year2019-12-31$5,117
Total non interest bearing cash at beginning of year2019-12-31$3,060
Total non interest bearing cash at beginning of year2019-12-31$3,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,232,605
Value of net income/loss2019-12-31$6,232,605
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,640,359
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,640,359
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,407,754
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,407,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,454,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,454,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,257,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,257,073
Interest on participant loans2019-12-31$9,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,148,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,247,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm name2019-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2019-12-31130436940
Accountancy firm EIN2019-12-31130436940
2018 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$134,434
Total of all expenses incurred2018-12-31$926,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$883,594
Value of total corrective distributions2018-12-31$807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,838,775
Value of total assets at end of year2018-12-31$23,407,754
Value of total assets at beginning of year2018-12-31$24,199,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,600
Total interest from all sources2018-12-31$7,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$427,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$427,235
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,495,597
Participant contributions at end of year2018-12-31$147,472
Participant contributions at beginning of year2018-12-31$111,227
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$343,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$88
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$37
Administrative expenses (other) incurred2018-12-31$41,600
Total non interest bearing cash at end of year2018-12-31$3,060
Total non interest bearing cash at beginning of year2018-12-31$4,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-791,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,407,754
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,199,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,257,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,083,001
Interest on participant loans2018-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,138,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$883,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2018-12-31130436940
2017 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,092,874
Total of all expenses incurred2017-12-31$1,141,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,105,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,354,512
Value of total assets at end of year2017-12-31$24,199,321
Value of total assets at beginning of year2017-12-31$20,247,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,115
Total interest from all sources2017-12-31$4,623
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$370,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$370,921
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,254,566
Participant contributions at end of year2017-12-31$111,227
Participant contributions at beginning of year2017-12-31$136,608
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,659
Administrative expenses (other) incurred2017-12-31$36,115
Total non interest bearing cash at end of year2017-12-31$4,995
Total non interest bearing cash at beginning of year2017-12-31$2,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,951,670
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,199,321
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,247,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,083,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,103,502
Interest on participant loans2017-12-31$4,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,362,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,105,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2017-12-31130436940
2016 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$23,177
Total income from all sources (including contributions)2016-12-31$2,683,933
Total of all expenses incurred2016-12-31$1,360,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,328,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,103,345
Value of total assets at end of year2016-12-31$20,247,651
Value of total assets at beginning of year2016-12-31$18,900,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,783
Total interest from all sources2016-12-31$6,092
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$312,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$312,483
Administrative expenses professional fees incurred2016-12-31$83
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,051,686
Participant contributions at end of year2016-12-31$136,608
Participant contributions at beginning of year2016-12-31$173,750
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$49
Administrative expenses (other) incurred2016-12-31$31,700
Total non interest bearing cash at end of year2016-12-31$2,821
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,323,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,247,651
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,900,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,103,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,726,797
Interest on participant loans2016-12-31$6,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,262,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,328,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2016-12-31130436940
2015 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,025,643
Total of all expenses incurred2015-12-31$1,948,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,913,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$922,547
Value of total assets at end of year2015-12-31$18,900,657
Value of total assets at beginning of year2015-12-31$19,823,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,510
Total interest from all sources2015-12-31$7,849
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$312,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$312,180
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$922,547
Participant contributions at end of year2015-12-31$173,750
Participant contributions at beginning of year2015-12-31$164,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$49
Administrative expenses (other) incurred2015-12-31$34,510
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-922,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,900,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,823,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,726,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,658,557
Interest on participant loans2015-12-31$7,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-216,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,913,854
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2015-12-31130436940
2014 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,236,958
Total of all expenses incurred2014-12-31$2,086,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,048,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$867,225
Value of total assets at end of year2014-12-31$19,823,378
Value of total assets at beginning of year2014-12-31$19,672,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,035
Total interest from all sources2014-12-31$8,969
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$474,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$474,328
Administrative expenses professional fees incurred2014-12-31$18,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$867,225
Participant contributions at end of year2014-12-31$164,658
Participant contributions at beginning of year2014-12-31$211,723
Administrative expenses (other) incurred2014-12-31$20,035
Total non interest bearing cash at end of year2014-12-31$47
Total non interest bearing cash at beginning of year2014-12-31$2,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$150,407
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,823,378
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,672,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,658,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,451,704
Interest on participant loans2014-12-31$8,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$886,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,048,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2014-12-31130436940
2013 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,780,218
Total of all expenses incurred2013-12-31$1,697,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,675,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,159,630
Value of total assets at end of year2013-12-31$19,672,971
Value of total assets at beginning of year2013-12-31$16,589,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,243
Total interest from all sources2013-12-31$9,064
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$336,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$336,782
Administrative expenses professional fees incurred2013-12-31$21,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,038,040
Participant contributions at end of year2013-12-31$211,723
Participant contributions at beginning of year2013-12-31$248,356
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,590
Administrative expenses (other) incurred2013-12-31$1,243
Total non interest bearing cash at end of year2013-12-31$2,429
Total non interest bearing cash at beginning of year2013-12-31$18,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,082,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,672,971
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,589,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,451,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,315,771
Interest on participant loans2013-12-31$9,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,274,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,675,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2013-12-31130436940
2012 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,987,421
Total of all expenses incurred2012-12-31$1,424,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,422,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,102,759
Value of total assets at end of year2012-12-31$16,589,996
Value of total assets at beginning of year2012-12-31$15,026,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,178
Total interest from all sources2012-12-31$8,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$301,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$301,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,089,900
Participant contributions at end of year2012-12-31$248,356
Participant contributions at beginning of year2012-12-31$170,043
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,859
Administrative expenses (other) incurred2012-12-31$1,178
Total non interest bearing cash at end of year2012-12-31$18,754
Total non interest bearing cash at beginning of year2012-12-31$10,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,563,370
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,589,996
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,026,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,315,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,839,312
Interest on participant loans2012-12-31$8,196
Interest earned on other investments2012-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,574,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,422,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2012-12-31130436940
2011 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$844,884
Total of all expenses incurred2011-12-31$1,811,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,783,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,237,027
Value of total assets at end of year2011-12-31$15,026,626
Value of total assets at beginning of year2011-12-31$15,993,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,045
Total interest from all sources2011-12-31$7,727
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$197,618
Administrative expenses professional fees incurred2011-12-31$27,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,142,479
Participant contributions at end of year2011-12-31$170,043
Participant contributions at beginning of year2011-12-31$222,116
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,548
Administrative expenses (other) incurred2011-12-31$1,045
Total non interest bearing cash at end of year2011-12-31$10,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-966,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,026,626
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,993,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,839,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,737,766
Interest on participant loans2011-12-31$7,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$33,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$33,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-597,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,783,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2011-12-31130436940
2010 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,449,680
Total of all expenses incurred2010-12-31$1,459,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,458,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,505,314
Value of total assets at end of year2010-12-31$15,993,278
Value of total assets at beginning of year2010-12-31$14,003,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,028
Total interest from all sources2010-12-31$8,185
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$226,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$226,840
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,396,441
Participant contributions at end of year2010-12-31$222,116
Participant contributions at beginning of year2010-12-31$190,893
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$108,873
Administrative expenses (other) incurred2010-12-31$1,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,989,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,993,278
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,003,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,737,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,788,570
Interest on participant loans2010-12-31$8,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$33,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,709,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,458,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANCHIN BLOCK & ANCHIN LLP
Accountancy firm EIN2010-12-31130436940
2009 : EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN

2022: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62317
Policy instance 1
Insurance contract or identification numberJK62317
Number of Individuals Covered346
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62317
Policy instance 1
Insurance contract or identification numberJK62317
Number of Individuals Covered316
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberJK62317
Policy instance 1
Insurance contract or identification numberJK62317
Number of Individuals Covered286
Insurance policy start date2020-09-30
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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